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Jun 2026

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The home of European tech. Connecting the people, capital, and companies building Europe. Conversations with the investors, founders, and operators shaping the continent.

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June 12, 20261 hr 11 min

Quantum's ChatGPT moment is coming

Quantum computing has spent decades being "just around the corner".Now quantum companies are raising record rounds, heading to public markets and moving closer to commercial adoption.In the latest episode of This Week in European Tech, Mads Jensen of SuperSeed is joined by Andrew J. Scott, Managing Partner at 7percent Ventures, and Callum Stewart, Principal at BullhoundCapital, to discuss why quantum may finally be reaching an inflection point.The conversation explores BullhoundCapital's investment in Oxford Quantum Circuits (OQC), when quantum advantage could become commercially meaningful, why quantum sensing may arrive before large-scale quantum computing and what Europe's position could be in the next wave of deep tech.They also discuss sovereign AI, Anthropic's latest model release, AI infrastructure, Britain's technology strategy and the biggest stories shaping European tech this week.Topics coveredWhy quantum may be closer to commercial adoption than many investors thinkThe investment thesis behind OQCQuantum computing versus quantum sensingEurope's opportunity in quantum and deep techSovereign AI and frontier modelsAnthropic's latest release and the future of AI infrastructureThe UK's approach to AI chips, compute and technology sovereigntyTimestamps(00:00) Introduction and today's agenda(03:00) SpaceX's IPO and the impact on venture(08:00) OpenAI, Anthropic and the AI race(16:00) Why quantum is reaching an inflection point(18:00) The investment case for Oxford Quantum Circuits(20:00) When quantum computing becomes commercially useful(25:00) Quantum sensing and the next wave of applications(31:00) Anthropic's new model and AI safety(41:00) Europe's AI regulation dilemma(46:00) Britain's sovereign AI ambitions(54:00) The UK's AI infrastructure strategy(01:05:00) European tech deals of the week(01:08:00) The week ahead in European techLearn more about the Love Tomorrow Summit and the programmes EUVC is curating, and secure your tickets here.

June 10, 202635 min

REHAU's AI rollout: AI Academy, AI Factory and enterprise adoption

Most companies have access to AI tools. Far fewer have figured out how to drive adoption across an entire organisation.In this episode, Andreas Munk Holm and Jeppe Høier are joined by Nils Wagner, CEO of REHAU New Ventures, the corporate venturing unit of the REHAU Group, and a third-generation member of the Wagner family behind REHAU.Nils shares how REHAU built a secure AI platform, launched an AI Academy and AI Factory, reached 10% adoption within months and is targeting 50% by year-end. He also explains why the company moved from venture building to venture clienting and what other corporates can learn from the experience.Key topics Scaling AI adoption across a large industrial organisationBuilding a secure platform with access to multiple LLMs and company dataThe AI Academy and AI Factory modelReal-world AI use cases, including a touchless invoice workflow with 94% automation ratesWhy most corporates struggle with AI implementationLessons from REHAU's shift from venture building to venture clientingTimestamps(00:00) Why corporates struggle with AI adoption(02:00) Introducing Nils Wagner and REHAU New Ventures(06:00) Why REHAU started with venture building(15:00) The move to venture clienting(18:00) What makes venture clienting work(25:00) Why REHAU prioritised AI(27:00) Building REHAU's AI platform(28:00) The AI Academy approach(30:00) The AI Factory and workflow automation(31:00) AI use cases across REHAU(31:30) The touchless invoice project(33:00) Lessons for corporates implementing AI(34:00) The future of enterprise AISubscribe to EUVC, the home of European tech, for more insights.

June 8, 202656 min

Europe's Palantir problem, AI sovereignty & the rise of venture secondaries

Europe wants AI sovereignty. But can it reduce its dependence on foreign technology without sacrificing innovation, capability and competitiveness?In this episode of This Week in European Tech, Dan Bowyer and Mads Jensen of SuperSeed are joined by Matt Russell, Managing Director (Head of Secondaries) at VenCap International, to discuss Europe's growing sovereignty push, the debate around Palantir, the future of venture secondaries, enterprise AI adoption and the latest developments from Anthropic, SpaceX and OpenAI.The conversation explores why venture secondaries may be entering a new phase of growth, why some of the best-performing secondary investments are bought at premiums rather than discounts and what Europe's path to sovereign AI infrastructure could look like.Topics covered:Europe's AI and cloud sovereignty challengeThe Palantir debate and the risks of vendor lock-inWhy venture secondaries could become a much larger marketThe biggest misconceptions about secondary investingEnterprise AI adoption and the challenge of measuring ROIAnthropic, SpaceX and the next generation of AI mega-companiesOpenAI and the future of AI regulationWhether Europe can build sovereign AI infrastructureWhy AI may ultimately be a productivity and margin storyTimestamps(00:00) Introduction and the rise of venture secondaries(01:00) Why liquidity is becoming venture capital’s biggest theme(05:00) Europe’s sovereignty push and the Cloud & AI Development Act(12:00) Sovereign cloud, AI infrastructure and the search for European champions(18:00) The Palantir debate: dependency, lock-in and strategic control(24:00) Enterprise AI adoption, experimentation and proving ROI(31:00) Anthropic, SpaceX and the next wave of mega-cap technology companies(38:00) AI regulation, liability and the OpenAI lawsuit(42:00) Predictions: Europe’s two-tier AI future(47:00) Deal of the week: defence tech, Gigaton and autonomous systems(50:00) What’s next: Apple, the ECB and the SpaceX IPO(55:00) Closing remarksSubscribe to EUVC, the home of European tech, for more insights: https://www.eu.vc/subscribe

June 4, 202630 min

From festival to innovation platform: The story behind Love Tomorrow & The Impact Circle

Tomorrowland is one of Europe's best-known festivals.Less known is that it quietly helped create one of Europe's most interesting corporate-startup matchmaking platforms.In this episode, Andreas Munk Holm speaks with Joris Beckers, Co-Founder of Love Tomorrow, and Mats Raes, Event Director of Love Tomorrow and The Impact Circle, about how a sustainability initiative evolved into an open innovation platform connecting startups, corporates, investors and public institutions.The conversation starts with a simple idea: Tomorrowland is not just a festival. It is a temporary city of more than 75,000 people per day, facing many of the same challenges as any major city, from energy and water to waste, mobility and logistics.That insight led to Love Tomorrow, Tomorrowland's official sustainability and innovation platform. As startups, corporates and public institutions increasingly began using the festival as a real-world testing ground for innovation, one challenge remained: connecting promising technologies with customers, deployment partners and smart capital.The result was The Impact Circle, Europe's exclusive innovation network for impactful entrepreneurship. Through challenge-led collaboration, curated startup selection and partnerships including the European Innovation Council's Corporate Partnership Programme, The Impact Circle brings together startups, corporates, investors and public institutions around shared innovation challenges.Joris and Mats explain how Tomorrowland became a stress test for innovation, why corporates increasingly engage as deployment partners rather than sponsors, and how The Impact Circle helps move innovation from pilot projects to real-world adoption.Key highlightsWhy Tomorrowland describes itself as a "hyper-compressed city"How Love Tomorrow evolved from a sustainability initiative into an open innovation platformWhy startups need real-world testing environmentsHow innovation is stress-tested in real-world conditionsWhy corporates increasingly act as deployment partnersThe role of venture clienting in startup growthWhy "smart capital" led to the creation of The Impact CircleThe Impact Circle's partnership with the European Innovation CouncilHow curated ecosystems improve innovation adoptionWhat investors, founders and corporates can expect from Love Tomorrow Summit and The Impact CircleTimestamps(00:00) Introduction(01:00) From Tomorrowland to Love Tomorrow(06:40) The "hyper-compressed city" thesis(11:00) Why startups need real-world testing environments(13:20) Why The Impact Circle was created(16:40) How The Impact Circle works(20:30) Venture clienting, corporates and startup deployment(23:20) Love Tomorrow Summit vs The Impact Circle(24:00) What makes Tomorrowland different from traditional conferences(26:20) Who should attend and why(28:30) Final thoughtsMore informationLove Tomorrow Summit takes place on 23 July 2026 at Tomorrowland's iconic grounds in Boom, Belgium. The Summit unites the brightest minds — thinkers, entrepreneurs, music artists and leaders — to explore the future of intelligence, and what it asks of humans, organisations and society. With 80+ speakers and artists, the programme combines keynotes, networking, music, entertainment and a magical evening show.On July 23, EUVC is curating the investment stage at Love Tomorrow Summit, including 90 minutes of investor-focused keynotes on the Rose Garden Stage. On July 24, EUVC will host a dedicated investor programme at The Impact Circle Investor Lounge.Get your tickets here.#EUVC #VC #VentureCapital #Investing #TheEuropeanVC #Podcast #Tech #Startup

June 2, 202644 min

Episode #2: Consumer Tech Napkin | Building moats in consumer tech

What if the strongest moats in the AI era aren't algorithms, but the data those algorithms depend on?In the second episode of the Consumer Tech Napkin series, Andreas Munk Holm speakes with Renato Circi and Rafaël Michali, Co-Founders at Sava, and Joe Seager-Dupuy, Director, Investment at True, to discuss how founders should think about defensibility when technology is becoming easier to build.SAVA is developing advanced biosensing technology designed to access bodily information in a painless, real-time and affordable way. Their core belief is that while AI may accelerate software development, the hardest problems and the most valuable companies will be built around scarce data, difficult infrastructure and bottlenecks that cannot easily be replicated.Together, they explore what separates static moats from dynamic ones, why patents and regulatory approvals are often just the starting point and how the best companies create advantages that strengthen as they scale.Topics coveredWhy the best moats are often non-consensusStatic versus dynamic moatsWhy patents and regulation are not enoughIdentifying bottlenecks that create lasting valueAI, proprietary data and defensibilityBuilding platforms instead of productsWhy user experience can be a moatEurope's advantage in deep techTimestamps(00:00) Why moats matter in consumer technology(02:00) Introducing Sava and the future of health monitoring(06:00) What a moat actually is(09:00) The Apple Watch question and non-invasive sensing(12:00) Consumer experience versus incumbent medical devices(15:00) How great companies sequence moats(18:00) From patents to platforms(22:00) Bundling, ecosystems and long-term defensibility(24:00) Static versus dynamic moats(27:00) Why patents only buy time(29:00) Owning bottlenecks in health data(31:00) Why AI increases the value of proprietary data(36:00) Europe's deep tech advantage(40:00) The biggest misconceptions about moats(43:00) Why the best moats are often non-consensusConsumer Tech Napkin is brought to you in partnership with True.Subscribe to EUVC, the home of European tech, for more insights.

May 29, 202653 min

The AI jobs panic might be wrong

Everyone says AI is taking jobs. The data says something more complicated.In this episode of This Week in European Tech, Dan Bowyer and Mads Jensen of SuperSeed unpack the growing panic around AI-driven job losses, why junior hiring is falling across many industries and whether AI is actually the culprit.They explore new research suggesting remote work may be having a bigger impact on entry-level employment than AI, discuss the UK's record number of young people not in employment, education or training and examine what the data really shows about automation and labour markets.They also cover Anthropic's latest model release, the rise of AI application-layer companies, Europe's sovereignty debate, the economics of AI infrastructure and a zero-employee AI company that just raised $30 million.Topics coveredIs AI really replacing workers?Why junior hiring is fallingWhat the data says about AI and employmentAnthropic's rise and Opus 4.8Why the AI application layer is winningEurope's tech sovereignty dilemmaThe zero-employee AI company phenomenonAI infrastructure beyond GPUsTimestamps(00:00) The rise of the zero-employee AI company(04:50) Why AI applications are becoming more valuable(09:00) AI infrastructure moves beyond GPUs(16:00) Snowflake, Salesforce and enterprise AI adoption(24:00) Anthropic's latest model and valuation surge(27:00) Europe's sovereignty dilemma(33:00) The $30 million zero-employee AI startup(35:45) Is AI actually taking jobs?(38:00) What the data says about junior hiring(41:00) Why AI may not be the main cause(46:00) Predictions: which AI unicorn could fail next?(48:00) Deal of the week: Cognition and DevinFor more European venture, AI and startup insights, subscribe to EUVC, the home of European tech.

May 27, 202641 min

Why Henkel Ventures believes CVCs can outperform VCs

Most VCs think corporate venture capital is slower, more conflicted and structurally weaker than traditional venture firms. Marc Thom, Corporate Vice President and Head of Henkel Ventures, argues the opposite and explains why the best CVCs may actually outperform traditional VCs over time.In this episode, Marc joins Andreas Munk Holm and Jeppe Høier to discuss how Henkel built one of Europe’s leading corporate venture platforms, why most startup-corporate partnerships fail and how corporates can create both strategic and financial advantage through venture investing.Topics coveredWhy the best CVCs can outperform VCsHow Henkel structures venture investing and partnershipsThe “holy bible” behind startup collaboration inside corporatesWhy most startup partnerships fail internallyThe role corporates should play on startup cap tablesHow AI is reshaping industrial R&D and materials scienceTimestamps(00:00) Why CVCs can outperform traditional VCs(04:00) How Henkel structures startup sourcing and partnerships(11:00) The use case framework behind Henkel Ventures(16:00) The “Role of Henkel” in startup investing(23:00) Why Henkel invested in ResearchGate(27:40) AI, chemistry and the future of industrial R&D(30:20) Why Marc believes CVCs can outperform VCs(36:00) How Henkel built internal alignment for venture investingSubscribe to EUVC, the home of European tech, for more insights.

May 22, 202641 min

AI is rewriting the global economy

AI is no longer just a technology story. It is reshaping capital markets, infrastructure and industrial policy.In the latest episode of This Week in European Tech, Mads Jensen and Dan Bowyer of SuperSeed break down NVIDIA’s dominance of the AI economy, the return of the IPO market through OpenAI, Anthropic and SpaceX, and Europe’s push to build sovereign technology capabilities.HighlightsNVIDIA and the economics of AI infrastructureOpenAI, Anthropic and the IPO market reopeningEurope’s sovereign AI pushAI backlash and political risk in the USUnitree and the rise of humanoid roboticsIsomorphic Labs and AI-driven drug discoveryTimestamps(03:00) NVIDIA is swallowing the AI economy(06:20) The IPO market is reopening through OpenAI, Anthropic and SpaceX(08:40) Why SpaceX is really an AI infrastructure story(11:40) OpenAI’s IPO could expose the real economics of AI(13:40) Why Unitree and humanoid robotics matter for Europe(20:10) Europe’s sovereign AI push through Mistral, EQT and Quantexa(27:40) Americans are turning against AI(36:10) Isomorphic Labs and Europe’s biggest AI biotech opportunitySubscribe to EUVC, the home of European tech, for more insights.

May 21, 202655 min

Sebastian Mallaby on Demis Hassabis, DeepMind and Europe’s AI future

Demis Hassabis, Co-Founder and CEO of Google DeepMind, refused to leave London, challenged Google on AI safety and helped lead DeepMind back into the AI race.Sebastian Mallaby, author of The Infinity Machine and The Power Law, joins Andreas Munk Holm to discuss the founder psychology of Demis, the story behind DeepMind and why Europe may be entering a new era in technology.The conversation explores DeepMind’s fundraising journey, the Google acquisition, the merger with Google Brain, AI safety, sovereign technology and why Demis remains sceptical of parts of Silicon Valley culture despite operating at the centre of it.Timestamps(00:00) Why Demis Hassabis matters(01:12) Why DeepMind could not raise from European VCs(07:35) The Peter Thiel chess story(11:00) What DeepMind reveals about European venture(14:42) Why Europe’s tech ecosystem is accelerating(18:20) European sovereignty, defence tech and AI(21:20) DeepMind’s sale to Google and tensions over AI safety(29:40) The founder psychology of Demis(41:35) Google’s ChatGPT moment and Gemini’s comeback(45:05) Demis’ critique of Silicon Valley(50:45) Europe’s AI sovereignty problem(54:05) Final thoughts and Sebastian’s new bookSubscribe to EUVC, the home of European tech, for more insights.

May 19, 202636 min

Building the world's 'thinnest' battery out of Europe

Batteries do not just power products anymore. They shape what products can be built.In this episode, Andreas Munk Holm speaks with Michael Brehm and Mohamed Foulser from Redstone alongside Moritz H. Futscher, CEO and Co-Founder of BTRY, about why the next wave of battery innovation is not about bigger battery packs but entirely new form factors.BTRY is a Swiss battery startup developing an ultra-thin, foldable solid-state battery designed for IoT, medtech and consumer electronics. Founded in 2023 as an Empa and ETH Zürich spin-off, the company is building a new category of batteries aimed at enabling products that previously were not possible.The discussion covers Europe’s industrial opportunity in batteries, the importance of scalable manufacturing, overlooked opportunities in embedded electronics and why the future of hardware may make batteries effectively disappear.Key highlightsWhy battery innovation is shifting from chemistry to product design and manufacturingHow BTRY is creating a new category of ultra-thin batteriesWhy scalability matters more than lab breakthroughs in deep techEurope’s opportunity to build globally competitive battery companiesWhat embedded batteries could unlock across wearables, sensors and medtechTimestamps(00:00) Why batteries still limit innovation(04:10) The overlooked opportunity in sub-1Ah batteries(07:25) Rebuilding battery manufacturing from scratch(10:00) What foldable batteries could enable(14:00) Smart labels, sensors and embedded devices(18:00) Why scaling production is the real challenge(24:30) Can Europe compete in batteries?(34:00) The future of ultra-thin battery-powered productsSubscribe to EUVC, the home of European tech, for more insights.