Discover/EUVC/EUVC Live at GoWest | Europe Wants Defen...

Defense has moved quickly from frontier to mainstream venture. As capital scales into defense and dual use, the real questions are about capability and delivery.

EUVC · EUVC Live at GoWest | Europe Wants Defence Tech Without...

“As capital scales into defense and dual use, the real questions are about capability and delivery.”

10:30 / 10:56

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Defense has moved quickly from frontier to mainstream venture. As capital scales into defense and dual use, the real questions are about capability and delivery. Nicholas Nelson from from Archangel Ventures and Sebastian von Ribbentrop from Joint Capital will discuss what serious defense investing looks like beyond just signaling. Please welcome Nicholas and Sebastian in conversation with yours truly, Andreas Munkal, cofounder of EUVC.

Why this clip

Captures the market evolution from niche to mainstream, with the key insight that execution now matters more than just capital allocation. Shows market maturation.

10:30 - 10:5625sConsequences

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What they said next

Over the last fourteen years in Europe, defense technology early stage only outperformed by over 60%. It's dual use from inception.

15:17 - 16s · Bold/Contrarian

More from this episode

EUVC

Bold/Contrarian

European sovereignty is increasingly shaped by technology, capital, and security, not policy alone. The NATO Innovation Fund is investing more than 1 billion across defense, security, and resilience.

Challenges the traditional view that sovereignty is about policy, reframing it around technology and capital. The billion-dollar figure adds weight and the NATO backing provides credibility.

0:09 - 0:2617s

EUVC

Bold/Contrarian

Over the last fourteen years in Europe, defense technology early stage only outperformed by over 60%. It's dual use from inception.

This directly contradicts conventional wisdom about dual-use being superior, backed by specific 14-year European data showing 60% outperformance. The contrarian framing with concrete numbers makes it highly quotable.

15:17 - 15:3316s

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