EUVC

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.

  1. E722 | Anthropic Overtakes OpenAI, IPO Wave Looms and Europe’s AI Moment

    1 NGÀY TRƯỚC

    E722 | 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 phút
  2. E721 | Simone Maini (Elliptic) & Jay Wilson (AlbionVC): From Hype to Infrastructure? Crypto’s Second Act

    4 NGÀY TRƯỚC

    E721 | 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 phút
  3. E720 | Henrietta Moon, Carbo Culture on Building Multi-Revenue Carbon Removal

    6 NGÀY TRƯỚC

    E720 | Henrietta Moon, Carbo Culture on Building Multi-Revenue Carbon Removal

    We can’t reach 1.5°C with emissions cuts alone. Carbon removal must scale alongside decarbonisation. In this episode, Andreas and co-host Carmel Rafaeli, Founding Partner at The Table, sit down with Henrietta Moon, Founder & CEO of Carboculture to unpack what it actually takes to build carbon removal infrastructure. Carbo Culture is scaling biochar into industrial systems that lock carbon away for centuries — while generating revenue across agriculture, energy, and materials. We cover:• How biochar works and why it’s scalable• Why carbon removal alone isn’t a business• The shift to regulated carbon markets• Financing capital-intensive climate infrastructure• Scaling from innovation to repetition Timestamps:(00:00) Intro & funding gap(02:00) Biochar explained(03:00) EU regulation(05:00) Business model(08:00) Revenue strategy(17:00) Offtake & demand(22:00) Project finance(36:00) Founder journey

    48 phút
  4. E719 | Europe Is Writing the Cheques. The System Still Doesn’t Work.

    6 THG 4

    E719 | Europe Is Writing the Cheques. The System Still Doesn’t Work.

    Europe wants to lead in AI, defence, and infrastructure. The question is whether it can actually execute. In this episode of Upside, Dan Bowyer (SuperSeed) and Lomax Ward (Outsized Ventures), joined by Andrew J Scott (7percent Ventures), unpack a week where ambition and reality are starting to diverge. Mistral raises $830M to build sovereign AI infrastructure. Poolside’s $2B round collapses after losing compute access. And UK defence tech founders are leaving—not for lack of ideas, but for lack of contracts. Across all of this, one pattern emerges: Europe isn’t short on capability. It’s short on systems that work. Key topics: Why Europe’s capital problem starts earlier than growthMistral’s infrastructure bet and what it signalsPoolside, CoreWeave, and the fragility of compute accessThe UK defence tech bottleneck: funding vs procurementPalantir, trust, and the case for sovereign softwareIf you’re building in AI, defence, or deep tech, this is where the constraints actually are. Timestamps 00:00 Intro and the week’s themes 03:00 News roundup: space, IPOs and market signals 08:00 Mistral’s $830M raise and sovereign AI infrastructure 15:00 Poolside, CoreWeave and compute dependency risk 23:00 Palantir, the NHS and the trust gap 31:00 UK defence tech and founder flight 40:00 Procurement vs capital: where companies stall 42:00 Predictions: local AI vs hyperscalers 50:00 Deals of the week

    54 phút
  5. E718 | Cameron McLain, Giant Ventures On Why Europe Needs to Own the Stack

    3 THG 4

    E718 | Cameron McLain, Giant Ventures On Why Europe Needs to Own the Stack

    For decades, Europe built around efficiency — global supply chains, outsourced infrastructure, and distributed value creation. That model is now breaking down. In this episode, Cameron McLain (Co-Founder & Managing Partner at Giant Ventures) argues that the next era isn’t about startups — it’s about control. Who owns the infrastructure determines who captures the value. We discuss why venture is moving from convenience to systems, why “purpose-driven founders” outperform, and what it actually means to build a European stack across energy, manufacturing, and financial rails. Timestamps00:00 – Introduction: From impact to sovereignty02:00 – Why purpose-driven founders build enduring companies05:00 – Giant Ventures and the transatlantic perspective07:30 – The shift from efficiency to resilience10:00 – Why infrastructure is the new venture frontier12:00 – What the “European stack” actually means15:00 – Can Europe compete with hyperscalers?18:00 – The role of government: builder vs buyer23:00 – Why energy, manufacturing, and financial rails matter30:00 – AI, labour disruption, and the future of work34:00 – Europe’s biggest bottleneck: exits and capital markets

    38 phút
  6. E717 | Jessica Persson, Scania on Why Most Corporate VCs Are Built for a World That No Longer Exists

    1 THG 4

    E717 | Jessica Persson, Scania on Why Most Corporate VCs Are Built for a World That No Longer Exists

    Most corporate venture capital models were built for a world that no longer exists. They were designed for software cycles and optional innovation. Today, venture is shaped by deep tech, supply chains and industrial scale. In this EU CVC episode, Jessica Persson (Scania) joins our hosts Jeppe Høier and Andreas Munk Holm (EUVC Corporate) to explain why corporate venture must evolve from a side activity into a core strategic capability. Scania’s approach reframes venture entirely: not as access to startups, but as a way to position the company inside a changing system. In this episode: 00:00 Why most CVC models are outdated 04:30 From outsourced to embedded venture 12:10 Deep tech changes everything 20:45 The cap table as a system 28:30 Strategic returns = financial returns 35:00 Preparing for multiple futures

    43 phút
  7. E716 | This Week in European Tech with Dan Bowyer, Lomax Ward & Harry Destecroix

    30 THG 3

    E716 | This Week in European Tech with Dan Bowyer, Lomax Ward & Harry Destecroix

    Welcome back to Upside, where Dan Bowyer of SuperSeed and Lomax Ward of Outsized Ventures, joined by Harry Destecroix, MBE, of SCVC unpack the forces shaping European venture, deep tech and capital. This week’s conversation reflects a system shifting: Europe is writing bigger checks, physical AI is moving into focus, and the economics of AI are starting to change. The question is no longer where innovation happens.It is where value accrues. The stack isn’t just scaling. It is being contested. What's covered: 00:00 Intro and the week’s themes02:00 Europe’s €15B fund-of-funds and the capital gap08:00 Seed vs growth: where Europe is actually underfunded14:00 Bezos’ $100B physical AI strategy20:00 Roll-ups vs rebuilds in the industrial economy25:00 China’s token model and the cost collapse of AI31:00 Security, sovereignty and model choice36:00 Innovate UK and founder-led policy41:00 Capex vs revenue: the emerging imbalance47:00 Predictions and market direction52:00 Deals of the week

    59 phút
  8. E715 | Cathy White, CEW Communications on Why Comms is now infrastructure in European tech

    27 THG 3

    E715 | Cathy White, CEW Communications on Why Comms is now infrastructure in European tech

    Comms isn’t PR anymore. It’s becoming infrastructure and most founders haven’t caught up. In this episode, Cathy White (Founder, CEW Communications) joins our co-founder David Cruz e Silva to break down how the media landscape is changing—and what founders are still getting wrong. From the collapse of traditional gatekeepers to the rise of creators, newsletters, and AI-driven discovery, credibility today is no longer built through one big headline. It’s earned through consistent visibility, clear storytelling, and strong founder presence. They also unpack a key gap in European tech: we’re great at building, but often poor at explaining. Key topics: Why the “one big media hit” no longer worksComms as infrastructure, not a luxuryHow AI is reshaping discoveryWhy storytelling is a competitive advantageHow founders can build distributionTimestamps: 00:00 – Intro & why comms = infrastructure 03:00 – Why most AI storytelling is boring 07:00 – The end of media gatekeepers 09:00 – The myth of the “one big hit” 10:00 – Substack vs traditional media 12:00 – Europe vs US media dynamics 16:00 – How journalists actually work today 21:00 – How founders should build visibility 26:00 – Is media biased? (spicy take) 32:00 – AI, search & your company narrative 39:00 – What founders get wrong about comms 42:00 – Final takeaways: Europe’s storytelling gap

    44 phút
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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.

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  • Kênh
    EUVC
  • Nhà sáng tạo
    EUVC
  • Năm hoạt động
    2020 - 2026
  • Tập
    721
  • Xếp hạng
    Sạch
  • Bản quyền
    © EUVC
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    EUVC

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