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EUVC

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.

36 episodes
Avg 28 min
English

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Today · 51 min
This Week in European Tech: Europe’s AI edge could be science, not scale
Europe’s strongest AI opportunity may not be building the biggest general-purpose model. It could be applying AI where the region already has an advantage in science, engineering and specialised industries. In this episode of This Week in European Tech, Dan Bowyer⁠, ⁠Mads Jensen⁠ and ⁠Priyanka Savjani⁠ of ⁠SuperSeed⁠ discuss what London-built Isomorphic Labs tells us about that opportunity and why AI for science could become a distinctive area of strength for the UK and Europe. They also examine who is paying for the AI infrastructure boom, why falling model prices can still lead to rising total costs, how Mistral fits into Europe’s sovereignty ambitions and why Anthropic’s potential IPO could become a benchmark for the wider AI market. The conversation also turns to closer UK-EU cooperation and whether sector-specific agreements could strengthen Europe’s technology ecosystem. Highlights Why Europe’s AI advantage may be strongest in science What Isomorphic Labs could signal about the UK’s AI opportunity Who is ultimately paying for the AI boom Why cheaper AI can still mean higher overall spending Where Mistral fits into the sovereign AI debate Why price-performance matters more than headline model size How Anthropic’s IPO could reshape AI valuations Whether deeper UK-EU cooperation could benefit European tech ------- We’re pleased to be partnering with Luxembourg Venture Days on October 14–15 at Luxexpo The Box. Explore the agenda and register here: venture-days.lu -------
Thursday · 12 min
Summit | Joe McDonald (tem) & Adam Chirkowski (AlbionVC): Fixing the $900B energy problem
Cheap, reliable energy is becoming a strategic advantage. As AI, data centres and manufacturing demand more power, the economics of electricity increasingly influence which countries and companies can stay competitive. Recorded at EUVC Summit 2026, Joe McDonald, CEO and Co-Founder of tem, joins Adam Chirkowski, Partner at AlbionVC, to discuss how the energy market needs to change and why the UK and parts of Europe could be particularly well positioned to build major new companies in the sector. Joe explains how tem is rebuilding the transaction infrastructure behind energy using AI, why layers of intermediation still add significant cost and what it takes to compete with long-established utilities. The conversation also explores why the complexity of energy can create defensibility, how the sector could develop in a similar way to fintech and why lowering the cost of the electron matters far beyond the energy industry itself. Highlights Why energy costs increasingly influence national competitiveness How AI and data centres are increasing the importance of low-cost power Where friction still exists in energy transactions How tem is building new transaction infrastructure Why incumbents struggle to reinvent their own business models How complexity can become a moat in energy Why the UK and parts of Europe may have a structural advantage What the energy sector can learn from fintech Why Europe could produce the next generation of major energy companies
Wednesday · 44 min
Jasper Roll (Haufe Group Ventures): How to build a credible CVC without a traditional fund structure
A credible CVC does not have to start with a traditional fund structure. Haufe Group Ventures⁠ built its model around an evergreen balance-sheet setup, a lean team and a clear mandate, proving the approach through deals rather than a large fund launch. In this episode, Andreas Munk Holm and Jeppe Høier speak with Jasper Roll, Managing Director at Haufe Group Ventures⁠, about how he helped build the venture arm of a family-owned German software company from the ground up. Jasper explains how Haufe combines direct investments, venture building and, more recently, LP investing, why the team deliberately started small and how three investors have completed more than 20 deals, including follow-ons. He also shares why early-stage CVCs need a clear portfolio strategy, enough commitment to build it properly and the discipline to walk away when valuations or deal dynamics do not fit the model. The conversation also explores how Haufe manages expectations around venture timelines and failures, how a young CVC builds credibility with founders and other investors and why Jasper believes corporates can no longer rely on innovation happening entirely within their own walls. Highlights How to build a credible CVC without a traditional fund structure Why Haufe deliberately started with a lean setup How direct investing, venture building and LP investing work together How a three-person investment team has completed more than 20 deals Why CVCs need conviction before committing capital Why saying no can be harder than saying yes How to manage internal expectations around failures and long-term returns How young CVCs build credibility with founders and investors Why corporates need to engage with innovation beyond their own walls Timestamps (00:00) Intro (02:00) From startup operator to building Haufe Group Ventures (04:00) Designing Haufe’s corporate venturing model (09:00) AI, SaaS and the new moats in software (16:00) How a three-person team completed 20+ deals (24:00) Navigating inflated AI rounds and knowing when to say no (28:00) Building credibility and deal flow as a young CVC (34:00) Managing failures, returns and internal expectations (40:00) What European corporates should learn from the Mittelstand
Tuesday · 14 min
Summit | Pavel Mucha (Aspire11): Why and how a Czech pension fund launched a €500m venture fund
Getting pension capital into venture is not simply about proving that the returns are attractive. It requires building an investment model that institutions can actually underwrite, while knowing which parts of the strategy should remain non-negotiable. Pavel Mucha, Founder of Aspire11, explains how a Czech pension fund committed €500 million to venture and growth investing, why the team chose to start with €500 million rather than the €2 billion initially discussed and how they structured the platform to make pension capital work in practice. The conversation covers how Aspire11 adapted the economics, absorbed initial costs and introduced shorter commitment windows, while maintaining its position on avoiding home bias, accepting long holding periods and building concentrated portfolios. Pavel also discusses why attracting younger savers mattered, what venture can learn from pension investment in buyout funds and how the Canadian pension model influenced Aspire11. Highlights Why Aspire11 started with €500m rather than €2bn What pension capital needed from a venture investment model Why attracting younger savers mattered alongside returns What venture can learn from pension investment in buyouts Why Aspire11 rejected a domestic-only investment mandate Why long holding periods and concentration mattered How Aspire11 removed an additional management-fee layer Why the team absorbed initial costs itself How vintage windows made commitments easier to manage How fund investments and later-stage direct investments helped smooth the J-curve
Monday · 6 min
Patrick Murphy (Tapestry VC): Why drone delivery could replace millions of car journeys
Sending a car or moped across a city to deliver a single meal is an expensive and inefficient way to move food. Drone delivery offers a different model, with the potential to make last-mile logistics faster, cheaper and cleaner. Patrick Murphy, Co-founder and Managing Partner at Tapestry VC and a founding investor and board member at Manna, explains how autonomous drone delivery is moving into real-world use. He shares how Manna has completed 300,000 deliveries, partnered with major delivery platforms and raised $50 million to support its global expansion. The conversation covers the economics of drone delivery, how the technology works in practice and why replacing delivery cars and mopeds could change the way local logistics operate. Highlights Why delivery by car is so inefficient How drone delivery can reduce cost and delivery time Why Manna believes autonomous delivery is ready to go mainstream How the drones operate in practice What 300,000 completed deliveries have demonstrated Why major delivery platforms are partnering with Manna How the company plans to expand to hundreds of cities Why drone delivery could replace millions of car journeys This session was recorded at the Love Tomorrow Summit, where EUVC curated the investor-focused programme.
October 3 · 55 min
This Week in European Tech: What ElevenLabs says about Europe’s AI potential
ElevenLabs reaching a $22 billion valuation is another sign that Europe can produce globally competitive AI companies. But as personal agents become more capable, Europe also risks falling behind if consumers get access later and the US captures the learning curve first. In this episode of This Week in European Tech, Dan Bowyer, Mads Jensen and Priyanka Savjani of SuperSeed discuss what ElevenLabs says about Europe’s AI potential, why Mads believes UK venture is in its strongest shape since 2016 and how regulation could shape where the next generation of consumer AI products gets built and adopted. The conversation also covers the tension between making AI agents more persistent and keeping them within safe boundaries, what AI safety could learn from aviation, AMD’s acquisition of World Labs and what Anthropic’s economics reveal about the cost of competing at the frontier. Highlights What ElevenLabs’ $22B valuation says about European AI Why UK venture may be in its strongest shape since 2016 Why Europe could fall behind in personal AI agents How regulation is shaping where consumer AI products launch Why persistence makes AI agents both more useful and harder to control What AI safety could learn from aviation Why AMD acquired World Labs What Anthropic’s economics reveal about frontier AI
September 30 · 40 min
Greg Lawton (Nodes & Links): Why product-market fit won’t get you through enterprise procurement
A product can solve a real problem and still fail to make it through enterprise procurement. Greg Lawton, CEO at Nodes & Links, joins Andreas Munk Holm to explain why technical founders selling into large, risk-sensitive organisations need more than product-market fit. Greg argues that they also need company commercial fit: the processes, security, compliance and operational maturity required for a customer to actually buy from them. Drawing on his experience selling into defence and building Nodes & Links, Greg explains why complex enterprise sales is often about clearing milestones long before revenue starts to scale. That means understanding how decisions are really made across users, management, budget holders, IT, security and procurement. The conversation also explores why procurement friction can become a competitive moat, how to hire for relationship-led sales, why legitimacy matters more than lead volume and how Nodes & Links built auditable AI for environments where hallucinations are unacceptable. Highlights Why product-market fit is not enough for complex enterprise sales What company commercial fit means in practice Why procurement milestones can matter more than early revenue How multiple stakeholders shape the enterprise buying process Why procurement barriers can reduce competition What Greg looks for in enterprise sales hires Why legitimacy matters more than a huge top of funnel How Nodes & Links approaches AI where outputs need to be provably reliable ------- We’re pleased to be partnering with Luxembourg Venture Days on October 14–15 at Luxexpo The Box. Explore the agenda and register here: venture-days.lu ------- Timestamps (00:00) Intro (02:45) Why product-market fit is only the first hurdle (05:00) Why enterprise sales is a milestone game, not a revenue game (06:20) What Nodes & Links does and why its AI must be auditable (09:40) Selling AI where hallucinations are unacceptable (12:10) How enterprise procurement really works (16:00) Why barriers to entry become barriers to competition (17:30) What selling to the Navy taught Greg about complex sales (20:10) Hiring for relationship-led enterprise sales (23:45) Why legitimacy matters more than lead volume (28:15) How the AI boom changed the sales conversation (32:50) Why pilot contracts can mean very little (34:35) What 744 years of project time saved looks like (36:35) Why complex enterprise software is still difficult to build in-house
September 29 · 11 min
Itxaso del Palacio (Notion Capital): The founder health paradox
Working longer does not necessarily make founders feel worse. In fact, some of the founders putting in the most hours report feeling healthier than their peers. Itxaso del Palacio, General Partner at Notion Capital, explores this founder health paradox and why feeling capable of pushing harder may not be the same as performing sustainably. Using lessons from endurance sport and findings from Notion Capital’s Negative Split research, she explains why founders need to pace themselves for a journey that can last five, eight or ten years. She also looks at the role of intrinsic motivation, teams, coaches and peer networks in helping founders maintain performance over time. The talk ultimately challenges investors and board members to look beyond growth metrics and consider whether the people building the company have what they need to finish the race strongly. Highlights Why founders can learn from endurance athletes What the negative split reveals about sustainable performance Why long working hours can distort how healthy founders feel What startup culture misunderstands about recovery Why intrinsic motivation matters over the long term How strong support networks help founders keep performing Why boards should look beyond financial and operating metrics Why the way a founder finishes matters more than how they start This session was recorded at the Love Tomorrow Summit, where EUVC curated the investor-focused programme. Timestamps (00:00) Intro (01:20) What happens when founders have to keep going for years (03:00) Why elite athletes pace for the second half (04:35) Why investors treat founders like machines (05:30) What the Negative Split research found (06:40) The perception gap around founder health (08:05) What startup culture gets wrong about recovery (09:10) Intrinsic motivation and support networks (10:00) Why founder health is a business issue (10:40) What investors should ask in the boardroom (11:15) Why performance is about how you finish
September 29 · 1 hr 4 min
This Week in European Tech: Europe’s dependency problem runs from rare earths to AI
Europe’s exposure to technologies and supply chains it does not control is becoming harder to ignore. In this episode of This Week in European Tech, Dan Bowyer, Mads Jensen of SuperSeed and Andrew J Scott of 7percent Ventures look at that problem from several angles. The discussion starts with US–China tensions over rare earths before turning to Europe’s own reliance on Chinese refining capacity and how difficult it would be to rebuild more of that industrial capability closer to home. They also examine the intensifying AI price war. OpenAI and Anthropic are making frontier intelligence cheaper, while open-source models are gaining ground. But lower prices do not necessarily make enterprises more independent: once models are integrated deeply into workflows, switching providers can carry its own technical, legal and operational costs. The conversation then moves to autonomous AI agents, what happens when they behave in unexpected ways and how Europe is beginning to define liability when AI-powered products cause harm. They close with signs of movement elsewhere in the European ecosystem, from semiconductor investment to pension capital entering venture. Highlights What US–China rare-earth tensions reveal about Europe’s own dependencies Why refining capacity matters as much as access to raw materials How the AI price war is changing enterprise buying decisions Why cheaper models may still leave companies locked into providers How open-source AI is gaining ground inside enterprises What autonomous agents mean for security and accountability How Europe is approaching AI product liability Why recent semiconductor and pension-fund moves matter for European tech
September 28 · 15 min
Summit | Harrison Rose (Goodfit & Paddle): The future of AI in GTM
AI in GTM is often framed as a productivity tool: write the email faster, automate the workflow or increase the volume of outreach. Harrison Rose, Co-Founder of Goodfit and Paddle, makes the case for a more fundamental shift. His argument is that AI becomes far more valuable when it moves from executing tasks to making decisions. Harrison traces that thinking back to Paddle, where classification models helped identify relevant software companies more quickly and accurately than a manual research process. He then looks at what today’s AI makes possible. By combining market data with past wins, losses, contract values and interactions, teams can begin to predict which accounts are worth pursuing and how to approach them. Harrison explains how expected value can inform those choices and why GTM systems may increasingly decide who gets targeted, when, through which channels and with what level of spend. This talk was recorded during the EUVC Summit & Awards Show 2026. Highlights Why scaling old GTM workflows misses the bigger AI opportunity Why Harrison sees decision-making as AI’s core strength What Paddle’s early use of classification models revealed How AI can use more context than an individual rep How expected value can improve account prioritisation Why GTM strategy could become increasingly dynamic and machine-led What this shift could mean for the buyer experience Timestamps (00:00) Intro (01:00) Why AI in GTM needs a different approach (02:15) The GTM problem Harrison faced at Paddle (03:25) Automating prospect research with classification models (05:00) What Paddle’s early use of AI revealed (06:10) Why automating bad GTM work does not make it better (08:05) Why decision-making is AI’s real strength (09:45) How AI can outperform traditional account mapping (11:10) Using expected value to prioritise accounts (12:50) Letting AI decide channels, spend and outreach (13:55) What programmatic advertising tells us about the future of GTM (14:35) The future of AI-led go-to-market
September 24 · 8 min
Marc Thom (Henkel Ventures): Why resilience is a muscle for growth
Uncertainty is uncomfortable, but Marc Thom, Head of Henkel Ventures, argues that it can also create the conditions for new businesses, technologies and growth. Marc describes resilience as a muscle: not simply surviving disruption, but learning how to turn challenges into commercial opportunities. He connects that idea to sustainability, resource dependency and demographic change, and explains why he believes material science can play a major role in reducing emissions and reshaping industries. He also explores how AI could accelerate innovation by helping companies and researchers work with vast amounts of knowledge and data, and why Europe may be better positioned than it often assumes. From established corporates and universities to scientific expertise, venture capital and entrepreneurial talent, Marc argues that many of the ingredients are already here. The bigger question is whether Europe can use those strengths with enough optimism, long-term thinking and willingness to act. Highlights Why resilience is about turning challenges into opportunities How sustainability can become a source of growth Why material science could have an outsized climate impact How AI can support innovation in materials and formulations Why Europe may be more competitive than it thinks What startups can teach established companies about responding to uncertainty Why optimism only matters if it leads to action This session was recorded at the Love Tomorrow Summit, where EUVC curated the investor-focused programme. Timestamps (00:00) Intro (01:00) Why startups make Marc optimistic (02:00) Finding opportunity in uncertainty (03:55) Why resilience is a muscle (04:20) Sustainability and material science as growth opportunities (05:05) How AI could accelerate material innovation (06:05) Why Europe is more competitive than it thinks (06:35) How startups turn long-term trends into businesses (07:25) Turning challenges into opportunities
September 23 · 43 min
Hans Söhngen (KPN Ventures): Rebuilding a CVC that stopped serving the mothership
A CVC can stay active on paper while becoming increasingly irrelevant to the company that owns it. That was the situation Hans Söhngen stepped into at KPN Ventures. After years of early-stage investing, the fund lacked strong internal anchoring and had too little evidence of the value it was creating for KPN. In this conversation, Andreas Munk Holm and Jeppe Høier speak with Hans Söhngen, Managing Director at KPN Ventures, about how he helped turn the fund around. The new approach starts with a simple test: why does this investment make sense for KPN? Hans explains how that question reshaped the portfolio, the companies KPN Ventures backs and the way the team works with business units across KPN. He also reflects on what he would change about the legacy portfolio, why internal sponsors need to genuinely want a partnership and how strategic relevance can be tested through real commercial activity. The financial side still matters. Hans discusses how KPN Ventures looks for companies that can contribute strategically while remaining strong investments in their own right. Portfolio partnerships generated more than €20 million in revenue for KPN last year, and Hans says that figure could nearly double this year. Highlights Why KPN Ventures needed to rethink its original model How Hans rebuilt the fund around value for KPN The logic every new investment needs to pass What he learned from managing the legacy portfolio Why commercial revenue is an important measure of strategic impact How KPN balances strategic and financial returns Why internal sponsors need to pull opportunities into the business What made KPN relevant to ElevenLabs Why fewer, higher-impact partnerships can create more value Timestamps (00:00) Intro (02:20) Why KPN Ventures was created (05:40) Where the original CVC model stopped working (09:20) Rebuilding the fund around value for KPN (12:15) The logic every new investment needs to pass (14:45) What Hans would change about the legacy portfolio (21:10) Building the new KPN Ventures strategy (24:50) How KPN measures strategic value (26:30) Why KPN invested in ElevenLabs (31:45) Balancing strategic value with financial returns (38:00) Moving faster and giving founders a clear answer (40:15) Why every deal needs an internal sponsor (41:50) Why KPN reduced innovation noise and focused on fewer deals
September 22 · 39 min
Daniel Betts & Christian Hernandez Gallardo (Blue Frontier): How climate hardware earns trust
For climate hardware, technical performance is only the start. Commercial viability depends on risk-averse buyers trusting the product, industry recommenders backing it and manufacturers being able to reproduce it reliably at scale. Blue Frontier’s journey from pilot units to commercial deployments shows how much of that work happens outside the lab. More than 90,000 hours of field operation and the training of over 1,000 sales engineers have helped build confidence in the company’s cooling technology, while its manufacturing strategy relies on established partners rather than building its own gigafactory. In this EUVC episode, Blue Frontier Co-Founder and CEO Daniel Betts and Executive Chair Christian Hernandez Gallardo discuss what it takes to move beyond pilots, scale manufacturing and turn cooling into grid infrastructure. They also explore how energy storage changes the economics of air conditioning and whether Europe could leapfrog conventional cooling technology. Highlights Why HVAC sales partners and contractors shape adoption How field deployments turn performance into market trust Why hardware companies risk “death by a thousand pilots” When engineering teams need to freeze a production version How outsourced manufacturing can reduce the capital needed to scale Why cooling and energy storage could free up grid capacity What Europe would need to leapfrog conventional cooling Recording note: This episode was recorded before the public announcement that Christian would step back from his role at 2150 to become Executive Chair of Blue Frontier. He remains an investor across the firm’s funds. Join us for Luxembourg Venture Days on October 14–15 at Luxexpo The Box. Explore the agenda and register here. Timestamps (00:00) Intro (02:35) What changes for Blue Frontier now (03:15) How Blue Frontier’s cooling technology works (05:05) Why cooling is a grid capacity problem (09:15) What building owners are actually buying (15:10) From science and engineering to sales and service (19:25) Winning trust in a risk-averse HVAC market (23:20) Moving from prototypes to scalable manufacturing (27:35) Why Blue Frontier does not need its own gigafactory (31:10) When hardware founders need to stop tinkering (32:17) Why air conditioning can be a venture-scale business (33:17) Scaling supply, financing and commercial growth (36:17) Can Europe leapfrog conventional cooling?
September 18 · 1 hr
This Week in European Tech: Europe’s venture market still leans on public capital
Europe’s venture ecosystem has grown, but how durable is the capital supporting it? Government and sovereign funding remain significant while European pension fund participation is still limited. In this episode, Dan Bowyer, Mads Jensen and Priyanka Savjani of SuperSeed examine what Europe’s reliance on public capital means for the long-term strength of its venture market. They also share their takeaways from the All-In Summit, discuss why Langdock reversed its Delaware structure, assess how higher rates could affect AI infrastructure spending and explore Europe’s role in physical AI and advanced manufacturing. Highlights Why public funding can leave European venture politically vulnerable What limited pension fund participation means for long-term capital Why Langdock moved its corporate structure back to Europe Whether independent evaluation can address AI safety concerns How rising rates could reshape the AI infrastructure boom OpenAI’s advertising opportunity and the economics of conversational AI European technology’s role in physical AI and manufacturing The companies and technologies worth watching this week Timestamps (00:00) Cold open (01:13) Introduction (02:39) Inside the All-In Summit (15:00) Closer ties between Canada and the EU (17:59) Why LangDock moved its corporate structure to Europe (20:38) Who funds European venture? (23:44) AI safety: Slow down or audit the models? (35:53) How higher rates could affect AI infrastructure spending (42:45) OpenAI’s advertising and monetisation opportunity (46:39) European IPOs and the OpenAI–Anthropic model race (49:41) Physical AI, humanoid robots and industrial software (55:37) Deals and companies of the week (58:48) The week ahead
September 18 · 12 min
Summit | Krishna Visvanathan (Crane): From contrarian view to a consensus bet, twice and counting
What changes when an investor encounters a founder who expands their sense of what is possible? Krishna Visvanathan, Co-Founder and Partner at Crane Venture Partners, reflects on meeting James Dacombe in 2019. At 19, James was proposing a non-invasive brain sensor inspired by the experiences of two grandparents with dementia. Krishna could not yet know whether the technology behind CoMind would work, but he believed James had the qualities to build more than one consequential company. Crane backed that potential. Several years later, the firm became the only institutional investor in the first round of James’s second company, now OLIX. In this conversation, recorded during the EUVC Summit & Awards Show in April 2026, Krishna shares how working with James sharpened Crane’s approach to identifying outlier founders. He explains why the firm considers whether every investment could return half or all of a fund and why a founder’s humility, self-awareness and capacity to learn can matter as much as the initial idea. The discussion also explores how exceptional founders attract people with deeper specialist expertise, why Crane continues to increase its appetite for ambitious technical bets and what investors should search for when the next outlier will not resemble the last one. Highlights Why Krishna backed James before he could assess whether CoMind’s technology was achievable How James changed Crane’s expectations of founders and potential outcomes Why Crane underwrites investments for fund-returning potential The qualities that suggest a founder can keep learning and developing Why searching for another version of a past success can obscure the next outlier How founders without conventional credentials can assemble world-class technical teams What gave Crane the conviction to back James’s second company Timestamps (00:00) Intro (01:29) Meeting James Dacombe and backing CoMind (04:05) Betting on the founder before the product (05:42) How James raised Crane’s investment bar (07:23) Why Crane refuses to hedge (08:55) What another outlier founder looks like (10:03) Humility, self-awareness and maturity (11:46) The founder at the back of the room
September 15 · 10 min
Alex Bakir (Norrsken Evolve): Europe’s AI ambitions need a new electricity system
Europe can invest heavily in AI, but without enough cheap, reliable electricity, its ambitions will eventually hit a physical limit. Data centres, industry and digital infrastructure all need power, making Europe’s energy system an increasingly important part of its technology strategy. Alex Bakir, General Partner at Norrsken Evolve, argues that electricity is becoming a question of competitiveness, resilience and sovereignty, not only climate. Alex traces how Europe became dependent on imported energy and why electrification now requires changes to grids, costs and supply chains. He also explains why Europe may already have the technology and capital it needs, if it can overcome fragmentation and build enough momentum to act. Highlights Why Europe’s AI ambitions depend on electricity How energy became a competitiveness and sovereignty issue Why grid infrastructure is becoming a bottleneck The risk of swapping one dependency for another Why Alex believes Europe already has the technology and capital to act This session was recorded at the Love Tomorrow Summit, where EUVC curated the investor-focused programme. Timestamps (01:00) Why Europe should run on cheap, clean electricity (02:00) How Europe’s postwar model shaped its energy system (03:00) From industrial power to dependence on imported energy (04:00) Why this is bigger than climate change (05:00) Energy, geopolitics and economic power (06:00) Europe’s vulnerability to energy price shocks (07:00) Why AI raises the stakes for Europe’s electricity system (08:00) Grid bottlenecks, high costs and new dependencies (09:00) Why Europe already has the technology and capital to act (10:00) The case for a more electrified Europe
September 12 · 55 min
This Week in European Tech: Europe has the talent. Can it own the upside?
What Europe lacks is not necessarily talent. The bigger challenge is keeping ambitious founders here, financing them at scale and capturing more of the value created by European technology. In this episode of This Week in European Tech, Dan Bowyer and Priyanka Savjani of SuperSeed are joined by Andrew J Scott of 7percent Ventures to discuss what needs to change if Europe wants to build and retain more global technology leaders. They cover EU Inc., European pension capital, AI sovereignty and access to frontier models, as well as Europe’s space ambitions and the wider economic impact of AI. The conversation also looks at what happens if AI shifts more value from labour towards capital, and whether Europe is positioned to benefit from that shift. Highlights Why Europe’s talent may not be the real constraint Whether EU Inc. can reduce fragmentation Why domestic capital matters for European tech What AI sovereignty really means Why access to frontier models could become a strategic risk What Europe needs to unlock in space How AI could reshape the balance between labour and capital Deals of the week across AI and space
September 11 · 14 min
Summit | Chris Preston (ZEREN) & Rishabh Kaul (Hoxton Ventures): Building AI-native leadership teams
What does it really mean to be AI-native when hiring or backing a leadership team? Chris Preston, CEO at ZEREN, a global technology recruitment firm, and Rishabh Kaul, Venture Partner at Hoxton Ventures, discuss how AI is changing the signals that matter in senior talent, from curiosity and hands-on experimentation to judgement and functional expertise. Recorded at the EUVC Summit & Awards Show in April 2026, they explore the trade-off between proven experience and AI-native thinking, how founders can rethink hiring and how investors can better assess and support leadership teams as expectations evolve. Highlights What AI-native leadership looks like in practice How founders and investors can assess AI capability Why curiosity and experimentation matter alongside experience When deep domain expertise still matters more Why interim executives can help shape evolving roles Why early-stage teams should focus on standout strengths rather than perfection Timestamps (00:00) Intro (02:00) How AI is changing leadership hiring (04:00) Why experienced leaders need to stay close to how AI is being used (06:00) How to test for genuinely AI-native thinking (07:00) Balancing proven experience with AI curiosity (09:00) The investor perspective on AI adoption across portfolio companies (11:00) When deep domain expertise still matters more (12:00) Using interim leaders when roles are still evolving (13:00) Why founders should hire for standout strengths, not perfection
September 8 · 13 min
Rokas Peciulaitis (Contrarian Ventures): Why responsible innovation wins with better products
Responsible innovation works best when it creates products people genuinely prefer, not when it asks them to accept a compromise. Rokas Peciulaitis, Founder and Managing Partner at Contrarian Ventures, argues that better products, longer lifecycles and stronger customer loyalty can make responsibility a competitive advantage. Using examples from Vinted, Patagonia and Mako, Rokas explores how founders can build companies around durability, reuse and purpose, and why he believes every euro spent is effectively a vote for the kind of future we want to create. Highlights Why “climate change” may be the wrong framing Why responsible innovation has to win on product What Vinted, Patagonia and Mako get right How purpose can become a long-term moat Why every euro spent is a vote Timestamps (01:00) The Titanic metaphor and why climate action is too slow (03:00) Why “climate change” may be the wrong framing (05:00) Why builders matter more than waiting for policy (07:00) Mako: giving materials another life (08:00) Vinted and making secondhand mainstream (09:20) Patagonia and killing a bestselling product (11:00) What responsible companies have in common (12:00) Why every euro spent is a vote (12:40) The climate worsens by default, but gets better by choice This session was recorded at the Love Tomorrow Summit, where EUVC curated the investor-focused programme.
September 7 · 54 min
This Week in European Tech: Apple rents AI. What should Europe build?
Apple’s decision to rent rather than build its core AI model raises a wider question for Europe: where should companies own the technology, and where does it make more sense to build on top of the best models available? That is one of the themes in this episode of This Week in European Tech, featuring Dan Bowyer, Mads Jensen and Priyanka Savjani of SuperSeed, alongside Andrew J Scott of 7percent Ventures. They also discuss where Mistral and Wayve can compete, why business data is becoming more valuable and how the AI infrastructure boom is starting to reshape capital markets. Highlights Why Apple may have made “renting AI” more respectable Where Mistral could find an advantage beyond the frontier-model race Why business data is becoming one of AI’s most valuable assets Why governments should act as customers, not just grant providers How AI infrastructure spending is moving into debt markets Why new forms of AI reasoning are raising questions around observability and safety Timestamps (00:00) Intro (03:00) Broadcom and the AI chip race (06:00) Matt Clifford, Anthropic and where AI power sits (08:00) Apple rents AI: build or buy? (12:00) nScale and the numbers behind its AI infrastructure story (14:00) Wayve, Waymo and the autonomous driving race (17:00) Why governments should become startup customers (18:00) Europe, capital flows and the AI kill switch debate (21:00) Thinking Machines, Mistral and the open-source AI race (25:00) Meta’s AI pricing bet and the value of business data (31:00) Why bond markets suddenly matter to tech (37:00) AI financing moves from equity into debt (41:00) Oracle’s leveraged bet on OpenAI (43:00) What happens when AI models reason in their own language? (47:00) Deals of the week (50:00) What to watch next week

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