Welcome to a new episode of the EUVC podcast, where Dan Bowyer and Mads Jensen of SuperSeed and Lomax from Outsized Ventures gather to unpack the macro forces and micro signals shaping European tech and venture.
This week, the trio dive into:
- Why cyber preparedness is a growing boardroom concern
- The overlooked fragility of Europe's energy systems
- How automation, AI, and policy are colliding in the UK
- Europe's capital gap—and the uncomfortable truth behind it
- Plus: OpenAI margins, startup resilience, and robotaxis in London
Here’s what’s covered:
- 02:00 Cybercrime as a Macro Risk: Are We Sleepwalking into Crisis?
- 06:10 Iberian Blackouts & Energy Fragility
- 09:00 Immutable Ledgers, AI & Infrastructure Resilience
- 11:15 UK’s £2B AI Action Plan: Where’s the Real Bravery?
- 14:20 Nuclear Woes: The True Cost of Delay
- 17:40 Marginal Cost Pricing & the Renewable Conundrum
- 20:30 Tesla’s Robotaxi Vision & a $40K Price Tag
- 22:00 Wave x Uber Deal: Level 4 Autonomy Comes to the UK
- 24:00 Brexit’s AV Dividend? The UK Races Ahead of the EU
- 26:30 Europe’s Capital Gap: Funding or Fundamentals?
- 29:00 OpenAI’s Gross Margins & Startup Implications
- 31:30 Incumbents Strike Back: Why Big Tech Moved Faster
- 34:00 Startup Opportunity in the Next Wave of AI
- 35:40 European vs. US Startup DNA: Who’s Built to Win?
- 37:30 Final Thoughts & Condolences on Global Tragedies
