E548 | Carlos Moreira da Silva, 33N: How Europe Can Lead in Cyber and AI Security
EUVC · EUVC
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Show Notes
Carlos Moreira da Silva brings a rare blend of insight: a deep B2B operator, a specialist investor at 33N, and a leading force behind Europe’s cybersecurity coordination efforts through ECSO. Together, we explore why cybersecurity is Europe’s opportunity to lead, not follow, in the new geopolitical tech stack.
Here’s what’s covered:
01:15 What is ECSO and Why It Matters for European Cyber
03:30 Mapping the Cybersecurity Investment Gap: US vs Israel vs Europe
05:20 The Tech Stack Power Shift: From Cloud to AI, and Why Security Must Catch Up
07:30 Europe’s Fragmentation Problem—Or Its Untapped Advantage?
09:45 The Role of ECSO in Building a Unified European Cyber Strategy
11:45 Why Europe Needs Specialist Cybersecurity VCs
15:30 What Other Movements Can Learn from the ECSO Playbook
20:00 Cybercrime vs Cyber Spending: The 10 Trillion Dollar Wake-Up Call
21:30 Building Global Champions in Cyber (Not Just Regional Winners)
25:00 What Startups Should Look for in a Cyber VC (Beyond the Check)
26:30 Invest for Cyber @ SuperVenture: Why the LP Community Should Pay Attention
28:00 Where Cyber Ends and Defense Begins—Drawing Ethical Boundaries at 33N