EUVC

The home of European tech. Connecting the people, capital and companies building Europe. EUVC features conversations with the founders, investors, operators and policymakers shaping the continent's future. We explore venture capital, startups, AI, deeptech, defense, industrial policy, entrepreneurship and the ideas driving European competitiveness. From emerging managers and unicorn founders to institutional investors and government leaders, EUVC documents the people building Europe's next chapter.

  1. há 1 dia

    Franz Tschimben (ALLSIDES) & Michael Brehm & Ben Scheidt (Redstone): Why physical AI needs 3D data

    The next wave of AI will not be driven by larger general-purpose models alone. It will be verticalized, grounded in the physical world, and trained on reality-grade 3D data. In this EUVC episode, host Andreas Munk Holm speaks with Michael Brehm (General Partner and Founder at Redstone), Ben Scheidt (Partner at Redstone) and Franz Tschimben (Co-Founder of ALLSIDES). They explore why one-size-fits-all AI falls short in robotics, simulation, and other physical applications, and how ALLSIDES converts physical objects into relightable 3D digital twins in minutes. ALLSIDES has worked with clients such as Meta, Amazon, Nike, adidas, Zalando, NUREG, GORE-TEX, La Sportiva, and Inditex Group brands including Zara, Massimo Dutti, and Bershka. It also has a deep integration with NVIDIA. Key takeaways As foundation models commoditize, defensibility shifts toward specialized data and infrastructurePhysical AI and world models require high-fidelity 3D data, not only internet-derived 2D contentReality-grade digital twins at scale can unlock robotics, simulation, generative 3D, digital commerce, and AI content creationBuilding global deep tech from Europe requires proximity to customers and demand in the US and Asia Timestamps (00:00) The 3D data opportunity(01:05) Why AI needs real-world grounding(02:20) Why AI is becoming verticalized(05:10) Building the data layer for physical AI(07:25) Why robots need 3D data(09:10) Automated 3D scanning at scale(13:15) Market size and the platform opportunity(17:00) Mapping the physical world(21:00) Customers, NVIDIA and market adoption(26:20) Building a global deep-tech company Subscribe to EUVC for more insights.

    Franz Tschimben (ALLSIDES) & Michael Brehm & Ben Scheidt (Redstone): Why physical AI needs 3D data
  2. há 2 dias

    Award winner - Summit | Exit of the Year: Balderton (represented by Rob Moffat)

    A great venture exit is not necessarily the biggest headline transaction. The better test is whether it returns meaningful capital while allowing the company to keep building. Balderton Capital’s exit from Dream Games offers one model. CVC acquired the VC investors’ stakes, creating liquidity for early backers while Dream Games continued building the Royal universe and pursuing its ambition to create world-leading games. After Balderton received EUVC’s Exit of the Year award, Partner Rob Moffat reflected on the investment and why venture investors should think beyond the traditional IPO path. Balderton backed Dream Games in 2019 when it was just two months old, with five founders, no employees and, as Rob recalls, around 12 slides. The conviction came from an exceptional team with product obsession, ambition and competitiveness, including experience building Toon Blast and Toy Blast. Rob also explains how secondaries and private equity can provide liquidity without requiring founders to sell the company or give up control. Key takeaways Exceptional teams can justify very early convictionProduct obsession can be a powerful investment signalIPOs are not the only route to venture returnsPrivate equity can create liquidity while founders keep buildingExit structures can align investor returns with founder controlTimestamps (00:00) Why team quality matters at the earliest stage(01:00) Backing five founders with zero employees(02:00) What makes an exceptional founder(03:00) Dream Games’ obsession with product quality(04:00) Why “IPO or nothing” is the wrong approach(05:00) Finding the right liquidity route(06:00) Preserving founder control in the CVC transaction(07:00) Why private equity is moving into mobile games and techSubscribe to EUVC for more insights.

    Award winner - Summit | Exit of the Year: Balderton (represented by Rob Moffat)
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The home of European tech. Connecting the people, capital and companies building Europe. EUVC features conversations with the founders, investors, operators and policymakers shaping the continent's future. We explore venture capital, startups, AI, deeptech, defense, industrial policy, entrepreneurship and the ideas driving European competitiveness. From emerging managers and unicorn founders to institutional investors and government leaders, EUVC documents the people building Europe's next chapter.

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