EUVC

Andreas Munk Holm & David Cruz e Silva

The leading European venture capital podcast.

16 episodesWeekly

58

clips found

7

episodes analyzed

8.3

clips / episode

Clip categories

market insight (23)contrarian take (9)tactical advice (6)Bold/Contrarian (6)Consequences (4)prediction (2)

Most discussed topics

corporate vc(3)anthropic(2)european startups(2)fundraising challenges(2)quality of life(2)corporate innovation(2)exit strategy(2)ai regulation(1)government policy(1)corporate venture capital(1)governance(1)investment committees(1)

Best clip

35:09· 36smarket insight

Why public capital is needed at growth stage when private markets exist

35:09 / 35:45

I gotta ask you this question. Why do we need a public actor to act both, of course, at the early stage? I think most people can understand that. But why at the growth stage? Why can't we not solve this with private capital?

Well, there are different reasons for this. One is one is enough an argument like a market failure. The the market the private market has not done it. That's one argument. The second one is we are in a major transition. We are moving from a set of technologies to another set of technologies, so the risks are substantially higher. And, a public intervention helps to to to to speed up the transition.

Full clip page →

Best guests

1

Alex Dang

6 clips

Top clips

EUVC

market insight

Why Greek and Slovenian startups struggle with VC fundraising

A discussion of how geography and sector specialization create fundraising challenges for startups in smaller European markets. The speaker explains that while some sectors like SaaS may be well-developed in countries like Portugal, deep tech faces different regional constraints. They also highlight how founders often struggle with VC selection and approach strategy.

38:20 - 38:5434s
european-marketsfundraising-challengesstartup-geography

EUVC

market insight

OpenAI fires back with GPT 5.3 just 20 minutes after Anthropic's release

The hosts discuss the intense AI competition between OpenAI and Anthropic, highlighting how Anthropic emerged from being an OpenAI spinoff to overtaking them in enterprise and coding applications. They cover the rapid-fire competitive response when OpenAI released GPT 5.3 within just 20 minutes of Anthropic's latest model launch.

3:56 - 4:2327s
ai-competitionopenai-anthropicenterprise-ai

EUVC

market insight

Why 45% of government-backed startups can't raise private funding

A discussion about the concerning statistic that 45% of companies backed by the European Innovation Council (EIC) fail to secure follow-on venture capital funding. The speaker questions what's going wrong in the handoff between public grants and private markets, highlighting a potential gap in Europe's startup funding ecosystem.

37:23 - 37:4926s
eic-fundingpublic-private-fundingeuropean-startups

EUVC

Consequences

He's making hate speech and other forms of misinformation online a criminal offense and removing the ability for under sixteens to use social media. But it does raise the challenge of how are you gonna prosecute, where are the free speech lines, and how is the state going to control?

Touches on contentious policy issues with clear stakes. Frames the downstream implications of social media regulation in accessible terms.

33:28 - 34:0436s

EUVC

Practical Framework

It's very different to change role as an LP - being a financial LP looking for one type of fund investments versus being a strategic LP looking for another type of investments.

This draws a clear distinction between financial and strategic LP approaches, providing a useful framework for understanding different LP motivations. Coming from someone who has been both, it has credibility and practical value.

24:35 - 25:1439s

EUVC

prediction

AI will create more massive tech companies despite US-Europe trade tensions

The speaker argues that while there will be increased pressure to buy local tech products between the US and Europe, this won't create a hermetic seal between regions. They predict that AI's explosive growth will more than compensate for any reduced market size, ultimately leading to more very large tech companies and outcomes.

36:50 - 37:2333s
us-europe-relationsai-growthmarket-fragmentation

EUVC

market insight

55% of European startups get funding easily, but entire regions lack VC systems

A panelist reveals striking statistics about European startup funding, noting that while 55% of companies secure funding relatively easily, 10-15% receive no funding at all. The speaker attributes this funding gap partly to many European countries outside the Northwest still lacking properly functioning VC ecosystems.

37:49 - 38:1728s
european-fundingvc-ecosystemsregional-inequality

EUVC

market insight

If you're not using AI in your startup, what are you doing?

The hosts discuss how AI has become so dominant in the venture landscape that startups in any sector - from material science to biotech - are expected to incorporate AI elements. They explore the challenge VCs face when everything non-AI feels uninteresting in the current market environment.

28:28 - 29:1244s
ai-dominanceventure-trendsstartup-positioning

EUVC · Alex Dang

market insight

Why former unicorn founders have unfair advantages in the AI race

Alex Dang discusses the challenges of building AI capabilities with traditional corporate structures like small marketing teams. He argues that serial entrepreneurs launching second or third ventures have statistically higher success rates, especially noting the increasing number of former unicorn founders in Europe who are well-positioned to build the next generation of successful companies.

28:20 - 28:5534s
serial-entrepreneurscorporate-ai-limitationseuropean-startups

EUVC

market insight

Anthropic's AI discovers 500+ security flaws in open source code

The hosts discuss Anthropic's latest model Opus 4.6, which discovered over 500 serious security issues in open source libraries and developed patches for them. This represents a significant advancement in AI capabilities for code security analysis, challenging the traditional open source philosophy that 'with enough eyeballs, all bugs are shallow.'

7:48 - 8:2335s
ai-securityopen-sourceanthropic

EUVC

market insight

Why space startups can lose 18 months of runway from one failed experiment

A discussion of the unique challenges facing space startups, where lengthy booking times and limited testing opportunities mean a single failed experiment can cost 18 months of precious runway. The conversation contrasts this with SpaceX's frequent launch capabilities that allow for rapid iteration.

46:10 - 46:4333s
space-techstartup-challengestesting-cycles

EUVC

market insight

AI model wars explode: OpenAI vs Anthropic rivalry reaches new heights

The hosts dive into an intense week of AI model releases, highlighting the escalating competition between OpenAI and Anthropic. They break down the flurry of flagship launches and discuss what this rapid-fire model deployment means for the AI landscape.

1:55 - 2:2631s
ai-modelsopenai-anthropic-rivalrymodel-releases

EUVC

tactical advice

Why successful founders kill their favorite projects when data says no

Glovo's Sacha Michaud explains the importance of being ruthless with product decisions, even when it means killing ideas you personally love. He emphasizes that mature leadership means following the data over emotions and focusing intensely on fewer initiatives rather than spreading resources across many 'nice to have' features.

25:26 - 25:4822s
product-prioritizationdata-driven-decisionsfocus-strategy

EUVC

market insight

Europe's productivity problem isn't what you think it is

An analysis reveals that European productivity matches the US when you exclude tech - but that's exactly the problem. The tech sector alone explains 68% of the productivity gap between the US and France, suggesting Europe's economic challenges are fundamentally about its underperforming tech industry.

30:55 - 31:2328s
european-productivitytech-sector-performanceus-europe-comparison

EUVC

contrarian take

Why your VCs have different interests than you when it comes to exits

Glovo founder Sacha Michaud reveals the uncomfortable truth about founder-VC alignment during exit decisions. He explains how VCs' primary obligation to generate returns for their LPs can create misaligned incentives with founders, particularly around timing and exit strategies.

36:58 - 37:3335s
founder-vc-dynamicsexit-strategyinvestor-alignment

EUVC

Practical Framework

Are we at a layer now where the tech is so good, it doesn't need to be the 10, it could be the eight and be absolutely functionally perfect for the application? I know I don't have to worry about data transferring to the West Coast. I have complete sovereign control, and the tech works.

Thought-provoking question about the 'good enough' threshold in AI that many businesses are grappling with. The specific framing of '10 vs 8' performance and data sovereignty concerns creates a practical decision framework for leaders.

34:43 - 35:1533s

EUVC

market insight

How job insecurity accidentally created Europe's best startup ecosystem

Pedro Ribeiro Santos explains how the collapse of traditional 'jobs for life' in Iberia, combined with startup culture awareness and state incentives, drove talented young people toward entrepreneurship as a viable career path. He describes how multiple failures and attempts by founders eventually built a well-rounded startup ecosystem where entrepreneurship became normalized.

20:10 - 20:4333s
startup-ecosystemcareer-transitionentrepreneurship-culture

EUVC

market insight

Why Europe keeps failing at building massive infrastructure projects

A candid breakdown of Europe's infrastructure delivery problems, identifying five key structural issues: fragmented regulations focused on process over results, limited market scale, widespread nimbyism, and short-term political thinking. The speaker argues these challenges are symptomatic of broader European competitiveness issues.

33:31 - 33:5726s
european-infrastructureregulatory-challengespolitical-strategy

EUVC · Alex Dang

prediction

AI chatbots will replace website search bars completely

Alex Dang argues that traditional keyword-based website search is becoming obsolete and will be replaced by conversational AI chatbots. He predicts users will soon expect to interact with e-commerce sites through natural conversation, similar to talking with a salesperson, rather than typing search terms.

38:32 - 38:5321s
ai-chatbotsecommerce-evolutionuser-experience

Most clip-worthy episode

EUVC Live at GoWest | The Case for a United European LP Strategy feat. Philippe Tibi, Chris Elphick, Christina Brinck, Daniel Keiper-Knorr, Joe Schorge, Michiel Scheffer, Adem Yakisirer and Mia Grosen

Feb 17, 20265 clips

This EUVC Live panel explores how Europe can mobilize its own capital to secure its technological future, featuring discussions between policymakers, investors, and industry leaders. The conversation covers market failures in European growth-stage funding, the challenges of connecting public grant recipients with private VC funding, and geographic disparities in VC ecosystem development across European countries.

Recent episodes

E711 | This Week in European Tech with Dan Bowyer, Mads Jensen & Lomax Ward

E711 | This Week in European Tech with Dan Bowyer, Mads Jensen & Lomax Ward

Mar 16, 202637 min
E710 | Helen McShane, Young Lives vs Cancer and Zoe Peden, Ananda on Mission-Driven Capital: When a 60-Year-Old Frontline Charity Becomes an Investor

E710 | Helen McShane, Young Lives vs Cancer and Zoe Peden, Ananda on Mission-Driven Capital: When a 60-Year-Old Frontline Charity Becomes an Investor

Mar 13, 202623 min
E709 | Dr Lilian Schwich, cylib on Europe’s Battery Recycling Gap

E709 | Dr Lilian Schwich, cylib on Europe’s Battery Recycling Gap

Mar 11, 202638 min
E702 | Lubomila Jordanova, Plan A: Climate Isn’t “Over”

E702 | Lubomila Jordanova, Plan A: Climate Isn’t “Over”

Feb 25, 202635 min

Climate tech founder Lubomila Jordanova discusses the evolving climate investing landscape, sharing lessons from her company's journey including market consolidation and the challenges of being a visible female founder. The episode explores how the climate sector has matured beyond early hype, with new realities around investor expectations and the need for sustainable business models in the space.

E701 | Andy Lurling, Lumo Labs: Smart Capital from Eindhoven and Investing in AI for Health

E701 | Andy Lurling, Lumo Labs: Smart Capital from Eindhoven and Investing in AI for Health

Feb 24, 202622 min

Andy Lurling of Lumo Labs discusses their focused approach to investing in AI for healthcare, leveraging Eindhoven's deep tech ecosystem including proximity to Philips Healthcare. The fund specializes in early-stage digital deep tech startups, particularly those spinning out from labs and knowledge institutes, with applications in medical diagnostics and tracking technologies.

E700 | This Week in European Tech with Dan Bowyer, Lomax Ward & Eyal Malinger

E700 | This Week in European Tech with Dan Bowyer, Lomax Ward & Eyal Malinger

Feb 23, 202654 min

This week's European tech roundup explores the intersection of AI and defense technology, with discussions on Anthropic's stance against autonomous kill decisions and the potential for edge AI computing. The hosts examine whether technologies like OpenClaw signal a shift toward distributed AI processing on devices like Raspberry Pi and Mac minis.

EUVC Live at GoWest | The Outlook for European Capital Sovereignty feat. Olivier Tonneau, Jeppe Høier, Paolo Pio, Fergus Bell and Prashant Agarwal

EUVC Live at GoWest | The Outlook for European Capital Sovereignty feat. Olivier Tonneau, Jeppe Høier, Paolo Pio, Fergus Bell and Prashant Agarwal

Feb 20, 202643 min

A panel discussion on European capital sovereignty featuring VCs discussing corporate venture capital best practices and governance structures. The conversation covers how CVCs should communicate clearly with the VC ecosystem and integrate effectively with startups, plus insights on longevity investing and the concept of 'JoySpan' beyond just living longer.

EUVC Live at GoWest | Europe Wants Defence Tech Without Saying “Defence”: Karl-Christian Agerup, NATO Innovation Fund & Nicholas Nelson, Archangel Ventures & Sebastian von Ribbentrop, Join Capital

EUVC Live at GoWest | Europe Wants Defence Tech Without Saying “Defence”: Karl-Christian Agerup, NATO Innovation Fund & Nicholas Nelson, Archangel Ventures & Sebastian von Ribbentrop, Join Capital

Feb 19, 202624 min

This episode debates Europe's emerging defense tech investment landscape, examining whether the wave of defense funding represents genuine strategic investment or opportunistic VC capital. The discussion features investors from NATO Innovation Fund, Archangel Ventures, and Join Capital exploring the tension between dual-use versus defense-only technologies and Europe's challenge of building indigenous defense capabilities.

EUVC Live at GoWest | The New European Sovereignty Stack: Energy, Minerals, Compute feat. Danijel Višević, Heidi Lindvall, Narina Mnatsakanian, Dr. Isabella Fandrych & Moritz Jungman

EUVC Live at GoWest | The New European Sovereignty Stack: Energy, Minerals, Compute feat. Danijel Višević, Heidi Lindvall, Narina Mnatsakanian, Dr. Isabella Fandrych & Moritz Jungman

Feb 18, 202643 min

European VCs and experts discuss Europe's path to industrial sovereignty through transformative approaches to energy infrastructure, critical mineral extraction, and compute capabilities. The conversation examines how Europe can overcome regulatory fragmentation and leverage innovative technologies like protein engineering and advanced grid optimization to build strategic independence in key sectors.

EUVC Live at GoWest | The Case for a United European LP Strategy feat. Philippe Tibi, Chris Elphick, Christina Brinck, Daniel Keiper-Knorr, Joe Schorge, Michiel Scheffer, Adem Yakisirer and Mia Grosen

EUVC Live at GoWest | The Case for a United European LP Strategy feat. Philippe Tibi, Chris Elphick, Christina Brinck, Daniel Keiper-Knorr, Joe Schorge, Michiel Scheffer, Adem Yakisirer and Mia Grosen

Feb 17, 20261h 4min

This EUVC Live panel explores how Europe can mobilize its own capital to secure its technological future, featuring discussions between policymakers, investors, and industry leaders. The conversation covers market failures in European growth-stage funding, the challenges of connecting public grant recipients with private VC funding, and geographic disparities in VC ecosystem development across European countries.

E695 | This Week in European Tech with Dan & Mads (feat. Sam Marchant)

E695 | This Week in European Tech with Dan & Mads (feat. Sam Marchant)

Feb 16, 202650 min

This episode explores Europe's economic productivity gap compared to the US, revealing that the disparity is primarily driven by the tech sector rather than work culture differences. The hosts discuss how geopolitical tensions and AI advancement are creating opportunities for European tech companies to capture more local market share, particularly in sectors like manufacturing where security concerns make US or Chinese solutions less viable.

E694 | Pedro Ribeiro Santos, Armilar: 25 Years of Iberian Tech & The Next Chapter with Fund IV

E694 | Pedro Ribeiro Santos, Armilar: 25 Years of Iberian Tech & The Next Chapter with Fund IV

Feb 12, 202628 min

Pedro Ribeiro Santos from Armilar Venture Partners discusses 25 years of investing in Iberian tech, reflecting on the dramatic transformation from a region with no entrepreneurial culture to a thriving startup ecosystem. He shares insights on Armilar's evolution from bank-owned origins to independence and their approach with Fund IV.

E693 | Alex Dang, The Venture Mindset: How Corporates Can Beat VCs in the AI Race – The Venture Mindset in Action

E693 | Alex Dang, The Venture Mindset: How Corporates Can Beat VCs in the AI Race – The Venture Mindset in Action

Alex DangFeb 11, 202649 min

Alex Dang discusses how large corporations can leverage their resources and hidden talent to compete with VC-backed startups in the AI revolution. The episode explores how AI enables massive scaling of personalized experiences and the importance of embracing failure while making bold bets.

E692 | Debbie Wosskow OBE, Chair of the UK’s Invest in Women Task Force: Mixed Teams, Better Returns, Real Incentives

E692 | Debbie Wosskow OBE, Chair of the UK’s Invest in Women Task Force: Mixed Teams, Better Returns, Real Incentives

Feb 10, 202630 min

This episode explores the gender equity gap in European venture capital, moving beyond awareness to actionable solutions. The discussion focuses on how capital allocation actually works, why female entrepreneurs receive disproportionately less funding despite delivering better returns, and the critical role of hiring women investors as the most effective way to increase female founder deal flow.

E691 | This Week in European Tech with Dan, Mads and Lomax

E691 | This Week in European Tech with Dan, Mads and Lomax

Feb 9, 20261h 1min

This episode covers the intense AI model competition between OpenAI and Anthropic, with both companies releasing flagship models within 20 minutes of each other. The hosts also discuss challenges in the European space startup ecosystem, particularly around limited testing opportunities and long development cycles.

E690 | Sacha Michaud, Glovo: Scaling a Hyper-Competitive Marketplace (and knowing when to exit)

E690 | Sacha Michaud, Glovo: Scaling a Hyper-Competitive Marketplace (and knowing when to exit)

Feb 4, 202647 min

Sacha Michaud, founder of Glovo, shares lessons from scaling one of Europe's leading on-demand delivery marketplaces. The episode covers strategic focus, navigating competitive markets, and the complexities of exit decisions when founder and VC interests may diverge.

From the blog

Comparison

Clypt vs Opus Clip: Why Generic AI Clippers Fail on VC Podcasts

8 min read

Want clips like this for your podcast?

We find your top 5-8 clips, write the hooks, and deliver ready-to-post content. First 2 episodes are free.

Get 2 Episodes Clipped Free