EUVC

In this episode, Andreas Munk Holm sits down with Philippe Petitpont, co-founder & CEO of Moments Lab, and Gökçe Seylan, Principal at OXX, for an insider conversation on the future of video AI and how Europe is producing vertical champions with real traction.

Fresh off a $24M scale round, Philippe walks us through the evolution of Moments Lab from metadata indexing to full AI-powered video agents. Gökçe shares why this was a must-invest opportunity for OX and what the company’s journey reveals about product-market fit, global GTM, and the rise of vertical AI platforms in Europe.

This one’s a must-listen for anyone building at the intersection of AI, SaaS, media, and enterprise.

Here’s what’s covered:

• 04:00 Understanding 1 Million Hours of Video: Why AI was the only answer
• 07:00 Why ChatGPT Can’t Win This Market: Vertical depth vs. horizontal power
• 10:30 Real Video vs. Synthetic Content: Where emotion, IP, and accuracy still rule
• 16:00 Rights Management in Video AI: How Moments Lab handles ownership at scale
• 21:10 What Is Agentic AI? From prompt to production, with real content
• 27:30 The VC Perspective: Why OX backed this team at scale
• 31:00 From Startup to Scale-Up: Going enterprise, going US
• 36:30 Business Model Design: Why they price by hours, not seats
• 44:00 Scaling from Seed to Series A+: Building infrastructure, not just growth
• 49:30 Being a European Deeptech Founder: Talent advantages, GTM challenges
• 54:30 The Rise of European Vertical AI: Legal, industrial, cyber—and now video

Welcome to a new episode of the

EUVC podcast

, where

and

of

and

from

gather to unpack the macro forces and micro signals shaping European tech and venture.

This week, the trio dive into:

• Why Europe’s fiscal firepower could be its unfair advantage
• The growing exodus of IPOs from the UK to the US
• Strategic defense investment—can the UK move the needle?
• How AI and capital markets are colliding
• And yes, we close on psychedelics and patient-first biotech breakthroughs

Here's what’s covered:

02:15 Europe’s Fiscal Advantage: Why Better Balance Sheets Matter for Innovation

07:00 The Return of Low Rates: What It Means for Startups

11:20 London vs. New York: The IPO Drain

17:00 Why Capital Leaves: Liquidity, Coverage & the Search for Growth

21:30 Rebuilding the UK Market: The Case for LP Allocation Reform

25:50 Beyond IPOs: The Full-Stack Capital Problem

30:40 AI and Lawsuits: Welcome to the New Frontier

33:10 Defense Tech Heats Up: Drones, AI & Strategic Capital

38:40 Can the UK Compete? Global Arms Races & National Reviews

42:30 Liquid Biopsies & Healthcare Breakthroughs

46:20 NHS Efficiency Crisis: More Money, Worse Outcomes

50:30 Psychedelics on the Edge: Awaiting the Data Drop

In this episode of Path to Market, Seedcamp’s

and Pipeline Ventures’

are joined by

, Partner at

and one of the most seasoned go-to-market talent experts in tech. Gia has helped build out executive teams at category-defining startups like Stripe, Airbnb, Datadog, Canva, and Confluent — and previously led talent at Y Combinator and Andreessen Horowitz.

Gia shares hard-earned lessons from years of recruiting top-tier GTM leaders and partnering directly with founders at every stage, from pre-seed to IPO. In this conversation, she breaks down how to hire your first sales leader, how to evaluate candidates for stage fit and values alignment, and how to avoid common hiring pitfalls that can cost startups months of momentum.

From sales methodology and hiring frameworks to founder mindset and onboarding tactics, this episode is packed with tactical insights for founders, operators, and investors alike.

Here’s what’s covered:

• 02:34 Building the First GTM Talent Function in VC
• 06:25 From a16z to YC: Supporting Founders Across Stages
• 09:42 First Sales Hire vs. Later-Stage Leadership
• 13:38 The Anatomy of a Great Recruiting Process
• 22:26 Best Interview Questions for Sales Roles
• 29:45 How to Pitch Senior Candidates at Early Stage
• 33:39 What GTM Leaders Want to Hear
• 44:35 Why Sales Hires Fail — and How to Avoid It
• 47:36 Systems, Team Design & Ops from 0 to $10M
• 51:42 Advice for GTM Candidates: How to Pick Your Next Role

In this episode, Andreas Munk Holm sits down with Kamel Zeroual, GP of Varsity, one of Europe’s boldest new funds out of Paris. Varsity is making waves—not just for their ambition to build a pan-European fund with global aspirations, but for already closing €120M+ toward a first-time fund targeting €150M.

Kam breaks down what makes Varsity different: a team with deep operator and investor experience, a track record spanning over 100 startups, and an agnostic but conviction-led strategy focused on next-gen SaaS, fintech, healthtech, and climate.

🎧 Here’s what’s covered:

• 00:00 – Introduction to Varsity and team background
• 03:34 – Track record and investment thesis
• 05:57 – Varsity’s investment strategy
• 07:08 – Paris roots, pan-European vision
• 09:57 – Sector focus and founder-first logic
• 13:53 – Why generalist funds still matter
• 18:00 – The case for a €150M seed fund
• 22:23 – What convinced LPs to back Varsity
• 25:53 – Final reflections and EUVC Awards recognition

In this episode, Andreas Munk Holm talks with Gloria Baeuerlein, founding partner of Puzzle Ventures, about building a solo GP model rooted in high-conviction, ultra-early B2B investing. From AI-native SaaS pricing to capital-efficient pre-seed strategies, Gloria breaks down how she’s crafting a differentiated firm in one of Europe’s most competitive venture environments.

They unpack why capital is commoditized, how solo GPs can outperform larger seed funds, and what it takes to design a fund around personal strength, not industry templates. If you’re building a fund, raising one, or just want an inside look into how modern venture firms are architected, this one’s for you.

Here’s what’s covered:

• 03:20 How AI Is Reshaping SaaS: Delivery, Pricing, and UX
• 07:30 Pricing Models in Construction Tech and Outcome-Based Sales
• 09:45 The Shifting VC Landscape: Seed, Multi-Stage, and Angels
• 12:30 Differentiation in VC: Finding Your True Value-Add
• 14:40 Building a Fund Around Strengths, Not LP Preferences
• 22:50 The Competitive Landscape: Seed Funds vs. Solo GPs
• 24:15 Operational Differences: Solo GPs vs. Multi-Stage Funds
• 30:00 Fund Model, Ownership, and Return Expectations
• 38:20 Firm Building as a Solo GP: Who to Lean On
• 42:26 Will Puzzle Always Be a Solo GP Fund?

In this episode,

sits down with

, co-founder of

and formerly of 500 Istanbul, for a raw and rare conversation about stepping back as a VC partner—and what it takes to switch hats between operator and investor. Together with Enis Hulli, they unpack the story behind Rina’s exit from fund management, her next chapter with

, and the unique DNA behind Turkey’s explosive gaming ecosystem.

This one’s both personal and analytical—a crash course in partnership dynamics, performance-driven ecosystems, and what founders truly need from their VCs (and what they don’t).

Here’s what’s covered:

• 02:00 Rina’s Back-and-Forth Journey: From Private Equity to Peak, Back to VC, and Out Again
• 08:20 The Emotional Weight of Short-Term Partnerships
• 11:15 How to Offboard Gracefully as a VC Partner
• 13:10 What Rina Hated About Venture Capital
• 15:25 Fundraising Fatigue & Convincing Dozens vs. One
• 21:40 Why Gaming Became Turkey’s Breakout Sector
• 24:15 Local vs. Global Success Stories: Turkey, Poland & Beyond
• 29:50 Serial Founders vs. Untapped Talent: The Two Sides of Portfolio Building
• 36:30 Geographic Advantage: Why Local VCs Still Matter
• 41:30 State-Backed Ecosystems: What Works, What Doesn’t
• 49:00 A Candid Ending: Offboarding, Vulnerability & Starting Over

In this episode,

, Lomax, and

reunite to talk about the stories behind the headlines - Trump’s tariffs, EU’s sluggish startup strategy, the Anthropic surge, and why Europe’s hardware design hopes might rest on Munich.

From missiles interrupting pool time in Tel Aviv to Nvidia’s record-breaking quarter, the crew tackles everything from macro trade wars to micro founder incentives—plus a healthy dose of sarcasm, realpolitik, and startup survival.

Here’s what’s covered:

• 04:30 Tariffs, trade wars & what it means for European startups

• 08:15 Harmonization vs. regulation: Why EU/US divergence matters

• 10:55 Tariffs & inflation: Why macro still rules the game

• 13:10 The public/private schism and bond market dismay

• 21:45 The EU startup plan: blue carpets, unicorn labs & old ideas

• 26:00 Talent, tax & the fight for Europe's future founders

• 29:30 Why Munich might be Europe’s next deep tech capital

• 31:00 Big tech flexes: Google, Anthropic, and the return of hardware

• 35:00 Vibe coding & SaaS disruption: The new normal?

• 41:00 AI agents, Nvidia blowouts, and the pace of change

• 45:20 Deal of the Week: Brightflag exits for $425M

• 57:00 Why the crew skipped SuperVenture to actually build stuff

In this episode,

sits down with

, co-founder and GP at

—a new €10M fund focused on pre-seed and seed investments in consumer, prosumer, and B2B2C startups across Europe and the US. From chasing the NBA dream to raising a fund for overlooked sectors, Etienne shares the founder's journey behind the fund, his obsession with AI-native products, and why consumer investing needs a new generation of believers.

Here’s what’s covered:

• 02:20 From Pro Basketball to Founding Intuition
• 05:11 Discipline, Resilience & Pain Tolerance: The Athlete’s Edge
• 08:30 Why Obsession Beats Talent Every Time
• 13:13 Recalibrating After Burnout: Life Beyond the Grind
• 19:13 Why Building a Fund Is Just Another Startup
• 24:41 Building a Portfolio to Survive Volatility
• 36:46 The Return of the Capital-Efficient, Profitable Company
• 41:14 Why Intuition Plans to Stay Small (on Purpose)
• 46:00 Create Like a God, Connect Like a Human: The New Founder Paradigm
• 50:11 Multitask or Die: Surviving in the Agentic Age of AI

In this episode of the EUVC podcast,

is joined by LP

and Cocoa’s

to explore the gritty, unvarnished truth about what it takes to raise a venture fund today. They unpack the fundraising myths that mislead first-time GPs, the pitch deck traps that instantly raise LP eyebrows, and the misunderstood concept of “edge” that too often becomes just another slide.

Together, they dive into the uncomfortable but essential lessons that don’t get talked about enough—why brutal feedback is a gift, why preparation is a differentiator, and why your real superpower probably doesn’t look good on LinkedIn. From fake timelines to founder references and chocolate brand storytelling, this one’s for every emerging manager looking for clarity in the fog.

Here’s what’s covered:

• 03:04 Why Brutal Honesty in Venture Matters More Than Ever
• 05:44 The Myth of the Effortless Fundraise (and Who It Hurts)
• 08:04 Preparation Is a Superpower—Not Just Talent
• 12:48 What LPs Want to Know
• 16:23 The VCX Framework: Edge ≠ Thesis
• 19:55 Superpowers Are Personal—Not PR
• 26:58 The Case for Being an Outlier (or Not Doing VC at All)
• 30:22 How LPs Evaluate GPs on Call #1
• 35:47 Red Flags in Decks That Make LPs Cringe
• 41:52 Polish vs. Substance: What the Deck Signals