EUVC

In this episode,

sits down with

, co-founder and Partner at

, to challenge a common VC misconception—adaptation isn’t plan B, it’s a billion-dollar frontier. From heat-proofing megacities in the Global South to tackling the carbon cost of concrete, Christian breaks down why the climate crisis needs more than mitigation—and why adaptation is just as investable.Christian shares how 2150 is building its strategy around deployment readiness—bridging the chasm between early tech and infrastructure-scale solutions. This conversation lays out the economics, urgency, and capital flows reshaping climate tech today—and why adaptation is core to building a livable 2150.

Here’s what’s covered:

• 01:35 Scaling for the Switch: When Venture Hands Off to Infra
• 03:01 Cooling the Planet: Human Limits, Economic Drivers & Air Conditioning
• 05:06 De-risking for Deployment: The Role of IFC, World Bank & Public Finance
• 07:42 Software for Adaptation Risk: Interdependencies & Insurability
• 11:42 Concrete, Meat & Flying: Where Real Emissions Come From
• 16:50 Why 2150? Long-Termism and Climate Deployment Urgency
• 18:15 Lessons for Climate VCs: Investing with Impact and ROI in Mind
• 24:38 Case Study: Vammo's Electric Scooters & Battery Swapping in Brazil
• 26:15 Open Source Thinking: Sharing Climate Research Across the Ecosystem

In this episode,

talks with

to unpack the thesis behind

, a fund purpose-built to back industrial deep tech founders emerging from Europe’s labs and institutes.Sebastian explores why Europe's frontier innovation requires new LP-GP dynamics, portfolio construction models, and national ambition—and how family offices and sovereign industrial strategy can unlock a generational leap in European deep tech leadership.

Here’s what’s covered:

• 02:30 Why Industrial Deep Tech Needs Purpose-Built Capital
• 06:45 Founders from Labs, Not MBAs: Rethinking Team Archetypes
• 10:10 Case Study: Proxima Fusion & Max Planck’s World-Leading Design
• 13:55 Balancing Moonshots and Pick-and-Shovel Businesses
• 18:20 Family Offices & Mittelstand: Europe’s Strategic LP Base
• 22:40 What It Means to Truly Love Your LPs
• 26:30 The New Portfolio Construction for Deep Tech VC
• 36:10 Why Capital Efficiency Still Matters in Deep Tech
• 40:25 Strategic Sovereignty & the Role of the West in Frontier Tech

In this episode, Andreas Munk Holm talks with Dave Haynes at FOV Ventures to unpack how the evolution of multimodal AI, audio intelligence, and teleoperation are driving a new wave of human-computer interaction. From audio-enhancing models like AI Acoustics to video synthesis via 3D engines, and from VR-powered robot control to wearable AI glasses—you'll get a front-row seat to the technologies that are redefining the frontier of ambient computing.

Dave shares how AR glasses are already unlocking new workflows, why multimodal models are changing the way we use AI daily, and what this means for investors eyeing the next trillion-dollar opportunity. If you’ve ever wondered what comes after mobile and SaaS, this is it.

Here’s what’s covered:

• 02:30 From Text to Multimodal: How AI Has Leveled Up
• 06:00 Voice is the Interface: Audio Models Like 11 Labs and AI Acoustics
• 08:45 The Rise of Ambient AI: Talking to Your Computer Like a Human
• 12:10 The Future Is Synthetic: Training Video Models in 3D Engines
• 15:55 Robotics in the Wild: Why Teleoperation Still Matters
• 19:40 The Role of VR in Human-Robot Collaboration
• 23:20 AR Glasses and Continuous Context Capture
• 26:50 Using AI to Wrap Your Day: Follow-Up Summaries from Lifelogging
• 30:10 Beyond SaaS: Why Frontier Tech Is Where Alpha Lives
• 33:00 Convincing LPs to Bet on the Future
• 36:25 Venture in the Age of Disruption: The 10-Year Thesis

Welcome to a new episode of the EUVC podcast, where our good friends Dan Bowyer and Mads Jensen from SuperSeed, in discussion with Lomax Ward from Outsized Ventures  to cover recent news and movements in the European tech landscape.

Behind the headlines—wind implosions, deep tech dead ends, exit deserts, secondaries, and AI drama—lie seismic shifts that will define the trajectory of European startups and the capital that fuels them.

Here’s what’s covered:

• 01:30 Europe’s Wind Sector in Crisis
• 05:12 Hornsea 4 Fallout & Government Accountability
• 10:24 The Collapse of Deep Tech Momentum in the UK
• 15:36 Public Sector Catastrophes: Fujitsu’s £12B Flop
• 20:48 UK-EU Youth Mobility Deal & Trade Strategy
• 26:00 Trump, IP Tariffs & Global Trade Disruption
• 31:12 RIA Funds & the Evolving VC Model
• 41:36 Secondary Markets in Venture
• 46:48 The AI Arms Race: OpenAI vs. Google
• 52:00 European Drone Unicorns & GovTech

• 03:25 Why Eka Doubled Down on Concentrated Portfolios
• 05:44 Structural Drivers Behind the Portfolio Strategy
• 07:18 Challenging the Index Logic of Venture
• 14:05 How Eka's Style Shapes Decision-Making Processes
• 16:34 Consumer Tech: Eka's Favorite Layer Cake
• 21:05 Bias for Action: A Key Founder Trait
• 28:35 Building Conviction: The Founder's Role at Eka
• 29:12 Eka's Deep Founder Diligence Model
• 44:57 Impact From Venture vs. Impact In Venture
• 50:57 Scaling Impact: Why Depth and Scale Matter

• 01:15 Spinning Out from Highland Capital & Building a Growth-Only Fund
• 02:30 Why Equal Partnership Structure Matters—for GPs and Founders
• 04:20 Sensible Growth > Blitzscaling: Highland’s Core Investment Philosophy
• 09:10 Founder Coachability, No-Frills Marketing & Building Trust Post-Investment
• 11:50 Exiting and Re-Investing: When and Why to Consult LPs
• 13:45 US Expansion: Why Founders Must Move to Make It Work
• 16:00 Europe’s Best Exit Year? Why Fundamentals (Still) Win
• 17:55 Tourist Capital: How Cycles Distort Venture Discipline
• 19:20 Founders’ Liquidity and Cap Table Cleanups—Done Right
• 24:30 Closing Reflections from Fergal: Growth with Discipline, Always

In this episode, Andreas Munk Holm sits down with Andreas Klinger—founding team at Product Hunt, ex-CTO at On Deck, and now GP at Prototype Capital—to dive into the work behind EU Inc., a grassroots initiative to fix Europe’s fragmented startup ecosystem by rewriting its regulatory plumbing.

Klinger shares how his experience as a founder and investor on both sides of the Atlantic led to a mission to standardize how we do business in Europe. They unpack how EU Inc. is working with the ecosystem—associations, communities, and top GPs—to propose a concrete policy blueprint aimed at simplifying scaling across borders.

But the conversation goes much deeper: into the role of media as a self-selecting tool for ambition, how to build conviction and access as a micro-VC, and why VCs must engage with both macro-level systems change and micro-level founder support to make a lasting impact.

Here’s what’s covered:

• 01:15 From Product Hunt & AngelList to Fixing European Venture
• 02:30 Why Klinger Made VC a Full-Time Play
• 06:10 Vlogging Hyper-Ambition: Behind-the-Scenes of Europe's Top Startups
• 09:30 The Cultural Gap: Work Ethic, Values & Systemic Signals
• 12:00 The Hidden Power of Performative Culture (and Its Risks)
• 14:22 What EU Inc. Actually Is: A Business-Led Policy Blueprint
• 18:30 Industry-Wide Buy-In: Why Everyone's Signing the EU Inc. Manifesto
• 24:15 Can VCs Stay Apolitical While Driving Change?
• 34:00 Reports Don’t Build Economies—People with Bias for Action Do
• 37:10 Action, Not Words: What Europe Really Needs Next

• 05:46 Reconciling European Optimism with U.S. Skepticism
• 17:22 U.S. Views on Europe: Misconceptions & Missed Nuance
• 21:00 The Return of Real Venture: Deep Tech vs. SaaS
• 24:00 Evaluating Deep Tech Founders: What Sequoia Looks For
• 26:59 Adapting Sequoia’s Platform to Serve Technical Founders
• 29:57 Scale-Up Capital in Europe: Reality vs. Perception
• 32:11 AI Company Metrics: Changing Signals & Due Diligence
• 34:56 Explosion of Founders in the AI Era: A Double-Edged Sword
• 36:59 Why Some European Companies Don’t Scale Big Enough
• 42:54 Foundational Principles for Building in the AI Era

Welcome to a new episode of the EUVC podcast, where Dan Bowyer and Mads Jensen of SuperSeed and Lomax from Outsized Ventures dive deep into the macro and micro of European venture, joined this week by special guest Chris Elphick, Head of Venture Capital at the British Private Equity & Venture Capital Association (BVCA).

Together, they pull back the curtain on the real stories shaping VC—from pension reform to geopolitical shocks, blackout readiness, and the transatlantic battle for AI and aerospace dominance.

Here’s what’s covered:

• 03:15 What Really Happens at a VC Conference?
• 07:40 Politicians Using AI: Tech Literacy or National Security Risk?
• 12:01 UK Local Elections: Rise of Reform & Political Fragmentation
• 18:20 Trump’s Tariffs: Recession Risk & Global Trade Realignments
• 22:33 Heart Aerospace Flies to LA: A Blow to Europe?
• 28:04 UK VC Fundraising Rebounds—but Where’s the LP Money?
• 33:42 The Pension Problem: Zero UK Pensions Backing UK VC?
• 48:58 NATO x Deeptech: Europe’s First Combat Robots?
• 52:35 Portugal’s Great Blackout: A Warning for Renewable Grids
• 1:03:00 Show Me the Money: Can Pension Reform Really Unlock Capital for UK VC?

In this episode, Andreas Munk Holm talks with Daniel Dippold to unpack the vision behind EWOR, a venture platform designed not as a fund but as a self-reinforcing ecosystem where LPs become builders, the community drives capital, and Europe’s boldest entrepreneurs find a launchpad.

Daniel challenges the traditional LP-GP dynamic, advocating instead for an interconnected flywheel where education, storytelling, and systems-thinking empower both founders and funders. From the structural flaws in European venture to the cultural shifts needed to drive generational change, this episode is a masterclass in rethinking the venture equation from first principles.

Here’s what’s covered:

• 02:47 The Origin of Ewor: Lessons from Building Momentum
• 07:12 Understanding the LP Journey
• 11:25 The European LP Landscape vs. the U.S.
• 15:33 Structuring EWOR as a Flywheel, Not a Fund
• 21:10 Solving for LP Education and Community
• 26:45 Why Now: The Timing Behind EWOR’s Launch
• 30:30 LPs as Builders: Shifting the Narrative
• 35:18 How EWOR Aims to Serve GPs
• 42:14 Storytelling, Visibility, and the Next Chapter