Welcome back to another episode of Upside at the EUVC Podcast, where ⁠Dan Bowyer⁠,⁠ Mads Jensen⁠ of ⁠SuperSeed⁠ and ⁠Lomax Ward⁠ of ⁠Outsized Ventures⁠⁠⁠ gather for a holiday-home special to cut through the noise around Europe’s tech, geopolitics and AI shifts.

What begins as an innocent debate about whether DeepMind is “still a UK company” quickly spirals into a tour of sovereign AI strategy, the SpaceX mega-raise, Europe’s increasingly uncomfortable place between China and the US, defence-spending reality checks and a surprisingly uplifting set of deep-tech deals across the continent.

It is classic Upside: the takes are sharp, the geopolitics gets spiky, and the optimism… well, it arrives eventually.

What’s covered:

• 04:36 AI-for-Science, robotics and the new “AI scientist” era

• 06:50 A national-curriculum Gemini and the vision of a tutor for every child

• 09:39 The SpaceX 2026 IPO: what investors are actually buying

• 14:00 Starship, orbital compute and the trillion-dollar imagination gap

• 18:07 Why Europe missed the space race once again

• 19:43 Portugal flips the script: “Economy of the Year”

• 22:58 Europe between China’s export tsunami and America’s cold shoulder

• 32:07 Defence budgets: the hype, the delay and the reality for startups

• 34:25 AI Corner: bubble fears, Mistral’s comeback, Meta goes closed, China goes full-stack

Comms Strategy Expert Session

Apply or share the opportunity with a founder or investor in your network: https://luma.com/euvc-comms-expert-session