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Show Notes
Welcome back to another episode of Upside at the EUVC Podcast, where Dan Bowyer, Mads Jensen of SuperSeed, and Lomax unpack the forces shaping European venture capital.
This week: Can Europe build a “VC Alliance” like the US and India? Why pensions remain the missing piece of Europe’s capital markets. Gold, bonds, and macro risk: what really matters for startups. Google’s antitrust reprieve, the UK’s “middling AI power,” and how Europe should play catch-up. Plus: Xi Jinping’s military parade, why manufacturing supremacy is destiny, and quantum’s hot streak in Europe.
Here’s what’s covered:
00:01 Europe’s VC Alliance? Lessons from the US–India deeptech pact
00:06 Europe’s Capital Gap: pensions, late-stage funding, and IPO droughts
00:09 Macro Forces: gold, bonds, deficits, and what founders should care about
00:24 Google’s Antitrust Ruling: no breakup, just data-sharing
00:29 The UK’s Middling AI Power: Eisenberg supercomputer & Europe as a “power user”
00:34 Tesla, humanoid robots, and China’s military parade
00:41 Europe’s Defense & Industrial Base: what’s at stake
00:44 Deal of the Week: Quantum computing’s billion-dollar moment
00:46 Looking Ahead: All-In Summit, new funds, and Lisbon reflections