EUVC

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The home of European tech. Connecting the people, capital, and companies building Europe. Conversations with the investors, founders, and operators shaping the continent.

HACE 2 DÍAS

Andy Leaver, Arqit: AI Isn’t the Disruption Yet. Quantum Unlocks What Comes Next

AI is impressive, but not yet world-changing. The real shift comes next with quantum computing. In this EUVC episode, ⁠Andreas Munk Holm⁠ speaks with ⁠Andy Leaver⁠, CEO of ⁠Arqit⁠ and Operating Partner at ⁠Notion Capital⁠. They discuss why many European startups struggle to scale beyond €10 million to €30 million, why enterprise AI adoption remains experimental rather than immediate, and how quantum computing is set to redefine security and infrastructure. The conversation also covers data sovereignty and the growing risk of “harvest now, decrypt later”. Key highlights Most startups fail scaling from €10M to €30MAI is impressive, but not yet world-changingEnterprises are slow to adopt AI despite the hypeQuantum could break current encryptionThe real breakthrough is AI + quantum combinedTimestamps (00:00) Intro and Andy Leaver’s background (05:30) Scaling lessons and the €10M to €30M challenge (08:45) AI and SaaS: are the rules really changing? (11:30) Enterprise AI adoption and experimental phase (14:00) Shadow AI and enterprise risk (17:00) Security, data sovereignty, and quantum threats (26:30) AI today vs AI + quantum future (35:30) Investing in quantum and the one-person billion-dollar company idea Subscribe to EUVC, the home of European tech, for more insights: ⁠⁠https://www.eu.vc/subscribe⁠

41 min
HACE 3 DÍAS

Chinese AI Models Narrow the Gap, Apps Become the Moat, SaaS Faces Repricing

Models are converging. Chinese open source models are catching up. Applications are becoming the moat. In this episode of This Week in European Tech, Dan Bowyer and Mads Jensen of SuperSeed examine the shifts shaping AI, markets and Europe’s role. From DeepSeek’s progress to the EU AI Act, the focus is on where the real competitive edge is forming, alongside cyber incidents, the race between frontier labs, and why coding is central to how AI systems improve and are used, before closing on pressure in private credit and what it could mean for SaaS. Key highlights Chinese open-source AI is rapidly closing the gap with US leadersThe EU is considering revisions to its AI Act, including scope and timeline changesCyber incidents reveal systemic data management failuresFrontier labs are moving up the stack into applications, with coding central to progressPrivate credit exposure to SaaS could lead to repricingTimestamps (00:00) Intro and overview of key topics (05:45) DeepSeek V4 and model competition (11:30) EU AI Act discussions (16:45) Cyber breaches and data governance issues (21:30) Digital ID systems and Estonia’s model (26:30) Sergey Brin, DeepMind and AI coding race (32:00) SpaceX, Cursor and AI distribution strategy (39:30) Private credit, space sovereignty, predictions and week ahead Subscribe to EUVC, the home of European tech, for more insights: ⁠https://www.eu.vc/subscribe

47 min
HACE 6 DÍAS

Jarna Hyvönen, Volare on Why Climate Hardware Needs a New Funding Playbook

In climate hardware, the capital stack shapes everything. This is according to Jarna Hyvönen, Co-Founder and CEO of Volare. She joins Andreas Munk Holm and co-host Carmel Rafaeli, Founding Partner at The Table, in this episode of Leaders Shaping a Resilient Planet to break down what it takes to finance and scale industrial climate companies. Volare is building a circular platform using black soldier flies to turn food industry side streams into protein, oils and fertilisers. Jarna explains how they structured a mix of equity, debt, mezzanine and grants to fund their first industrial facility, and what it takes to align these instruments in practice. Key topics Multi-instrument funding from day oneInterdependent capital and fundraising complexityThe importance of early financial capabilityDe-risking through proven systemsWhen unit economics become visible at scaleTimestamps (00:00) Climate tech funding gap(03:00) From research to industrial scale(06:00) Inside the mixed capital stack(10:00) Interdependent financing(14:00) Financial strategy and CFO role(18:00) De-risking and innovation(22:00) Market shift to viability(26:00) Scaling and unit economics Subscribe to EUVC, the home of European tech, for more insights: https://www.eu.vc/subscribe

32 min
20 ABR

Anthropic Goes Full Stack and the AI Power Shift Begins

Anthropic is moving beyond models and into building full products. In this episode of This Week in European Tech, Dan Bowyer and Mads Jensen from SuperSeed cover the key forces shaping European tech right now, from political shifts and capital flows to AI competition, small high-output teams and rising compute demand. Key Highlights Hungary’s leadership change and potential EU funding unlocksAnthropic expanding beyond models into product and applicationsMythos vs GPT Cyber and what different benchmarks actually measureThe rise of very small teams building large businesses with AICompute demand continuing to accelerate across the marketTimestamps (00:00) Intro (01:00) Hungary and EU implications (08:30) Anthropic strategy shift (13:30) AI model comparison (20:30) Small teams and AI businesses (26:30) Compute scarcity (31:30) Musk’s Terafab (36:30) Predictions, deals, closing Subscribe to EUVC, the home of European tech: https://www.eu.vc/subscribe

42 min
17 ABR

Sasha Vidiborskiy, Atomico: How to Think About Deep Tech Investing

Deep tech is not about complexity. It is about compounding R&D that builds defensibility and demands a different approach to investing. This is the lens Sasha Vidiborskiy, Partner at Atomico, applies to backing frontier technologies. In this episode, Andreas Munk Holm speaks with Sasha, a quantum physicist turned VC investing in complex products and deep tech. They explore what defines deep tech, how to assess founders, and how Atomico underwrites and invests in technically complex companies, from diligence to timelines and risk. Key highlights Why deep tech is driven by compounding R&D, not complexityWhy timelines are hard to predict, especially in areas like quantum computingWhat sets great deep tech founders apartHow Atomico evaluates and underwrites deep tech opportunitiesWhy Europe is gaining ground in deep techWhy deep tech requires a different investment approachTimestamps (00:00) Intro & Sasha’s background (03:00) From quantum physics to venture capital (07:30) Quantum computing timelines (12:00) What defines deep tech (18:30) Founder traits (26:00) Evaluating deep tech investments (34:00) Atomico’s investment framework (42:00) Europe’s deep tech moment Subscribe to eu.vc, the home of European tech, covering the people, capital, and companies building Europe: https://www.eu.vc/subscribe

47 min
15 ABR

Oliver Schmäschke, T.Capital: 3 Principles to Prevent CVC Failure

Why do most corporate venture arms fail within four years, and what are the three principles that make them last? In this episode, Andreas Munk Holm and Jeppe Høier speak with Oliver Schmäschke, Managing Partner at T.Capital, the €2.3 billion investment arm of Deutsche Telekom. Oliver shares practical insights on what actually works in corporate venture capital, built around three core principles that shape how corporates invest, operate and create long-term impact. Key highlights Strategic vs financial investingAccess and value creation as competitive edgeGovernance and decision-making speedWhy most CVCs failHiring and retaining top talentTimestamps (00:00) Introduction and guest background (02:00) Oliver’s journey and T.Capital overview (04:00) Strategic vs financial investing (07:00) Core principles of CVC (12:00) Talent and hiring in CVC (16:00) Corporate edge vs traditional VCs (23:00) Structuring a CVC and value creation (29:00) State of CVC in Europe and closing For more European VC thought leadership, visit our website. Learn more about T.Capital here.

34 min
13 ABR

Anthropic Overtakes OpenAI, IPO Wave Looms and Europe’s AI Moment

Anthropic has overtaken OpenAI in revenue and Europe is emerging as a key AI battleground. In this episode of This Week in European Tech, Dan Bowyer (SuperSeed) and Lomax Ward (Outsized Ventures) break down a week shaped by AI momentum, capital concentration and macro uncertainty. They cover Anthropic’s rise, its enterprise focus and latest model, and whether current growth can justify the scale of AI investment. They also explore the coming wave of mega IPOs and what it means for liquidity, alongside JPMorgan CEO Jamie Dimon’s shareholder letter on inflation, interest rates and private credit. The episode closes with climate investing’s shift towards energy security and the move to faster, software-led defence systems. Key topics Anthropic vs OpenAI: revenue growth, enterprise dominance and Europe expansion Mega IPO wave: SpaceX, OpenAI, Anthropic and capital market strain Jamie Dimon’s warning: inflation, rates and private credit risks Climate investing shift: from ESG to energy security and resilience Defence transformation: from legacy procurement to agile, software-led warfare Timestamps (00:00) Intro and macro setup (05:00) Anthropic growth, Mythos and AI competition (12:30) Positioning, ethics and enterprise adoption in AI (22:00) Jamie Dimon letter: inflation and private credit (29:00) IPO pipeline and capital constraints (36:00) Climate and energy security shift (42:00) Germany defence spend and modern warfare (46:30) OpenAI moves, predictions and deals

50 min
10 ABR

Simone Maini (Elliptic) & Jay Wilson (AlbionVC): From Hype to Infrastructure? Crypto’s Second Act

Has crypto quietly crossed the line from hype to real financial infrastructure? Tune into this episode of the EUVC podcast, hosted by Andreas Munk Holm, as he is joined by Simone Maini, CEO of Elliptic, and Jay Wilson, Partner at AlbionVC, to unpack crypto’s next phase. They break down the shift from uncertainty to quantifiable risk, how institutions assess on-chain transactions and why supporting infrastructure is now critical to the venture case, alongside stablecoins and global regulatory momentum. Key highlights: The shift from uncertainty to quantifiable riskHow institutions assess risk in on-chain transactionsWhy infrastructure is critical to the venture caseStablecoins enabling faster, cheaper global paymentsRegulatory clarity across Europe, the US, Singapore and the UAETimestamps: (00:00) Crypto meets traditional finance (01:00) What Elliptic does in digital assets (02:00) The venture case for crypto (04:00) Where global crypto activity is shifting (07:00) Regulation, risk and market maturity (10:00) Europe, MiCA and the race to lead (18:00) Founder–investor dynamics in volatile markets (33:00) Stablecoins and the future of payments (37:00) AI, agentic transactions and what’s next (42:00) Final thoughts on crypto’s second act Explore more on European tech thought leadership at: https://eu.vc

44 min

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Important European perspective

03/01/2023

oh24

Great to have a VC show dedicated to our increasingly exciting European VC community. It is not a given that the US dominate in this field - the whole industry is still in its infancy :)
UpLink supports EUVC

02/01/2023

John Logan Dutton

The EUVC has been a great supporter of UpLink over the last year and is providing a critical resource for the European innovation ecosystem with this podcast.

The home of European tech. Connecting the people, capital, and companies building Europe. Conversations with the investors, founders, and operators shaping the continent.