Scaling Europe

Nebius AI is one of the most interesting, and underrated, European AI companies out there.

It was formed from the remnants of Yandex (the russian search browser that got hit with sanctions after the Ukraine War), and is now building the full-stack cloud for AI.

It is flying recently:

• $25bn market cap (up 220% YTD)
• Recently signed a $20bn deal with Microsoft

I chatted to their cofounder, Roman, to hear the story on how they're building Europe's fullstack of AI.

Carles is one of Europe's top investors and operators. His first investment as an angel was into Revolut.

More recently he was the first investor into ElevenLabs, where he ended up working at employee number 4 and owning GTM (he grew ARR to over $200m).

He's just launched his own VC - Baobab, which we get into.

AIApply is an AI-powered job-search platform that automates resume creation, cover-letter writing, interview preparation, and even end-to-end job applications through its auto-apply engine.

It frequently goes viral on socials, has an incredibly lean team (4 people), and is doing millions in revenue.

Leo is a serial entrepreneur and YC founder. He's now building Visum Labs - an AI & Data consulting & implementation company.

He's helping some of the leading tech companies in the world build and implement AI that has a meaningful impact on their business.

The team at Onstage run Europe's largest demo day. They get over 2,000 applications for 20 spots.

It's quickly become one of the leading events in Europe and has seen amazing success.

Demo day finalists have collectively raised more than £500m from leading VCs, with the likes of Scan.com (£60m) and Lawhive (£44m) becoming some of Europe’s fastest growing startups.

Today it's announced its £10m fund as it looks to become the YC of Europe.

The startup, founded in 2024 by Daniel Moreira, Felix Steinbrenner and Samuel M., has built an AI platform that helps pharmaceutical companies launch new drugs worldwide.It streamlines pricing, market access and regulatory workflows for drug launches by automating data extraction and insight generation, enabling faster decision-making across global markets.The company saw RAPID growth after launching, reaching six figures in ARR within a few weeks. Today it's announced raising a $2.75 seed round led by Frontline Ventures, with participation from Y Combinator, Pace Ventures, Saras Capital and Springboard Health Angels.

Peec AI is one of the standout European companies of 2025. It launched at the start of the year and has exploded:- Gone from $0 to $4m+ ARR in 10 months- Onboarded 1,300 brands and agencies onboarded (including n8n, Attio and ElevenLabs)- Added 300+ new customers every monthThe company launched in February 2025 and raised a seed round led by 20VC in July 2025.Today it's announced raising a HUGE $21m Series A led by Singular which we discuss in the episode.

The founders are ex-Revolut and have built a next-generation compliance platform for financial services powered by AI agents and real time data.

It's already onboarded some amazing fintechs, such as Wise, Tide and Mollie.

It's just announced raising a $10m round which we discuss on this episode.

Voize was founded by Fabio Schmidberger, Marcel Schmidberger, and Erik Ziegler, when the Schmidberger brothers’ grandfather moved into a nursing home, revealing the inefficiencies of healthcare documentation.

The Berlin-based company has since exploded:

• 75k nurses and care workers are using the tool with 95%+ retention
• 1,100 care facilities have implemented the tool
• Growing 3x year over year

Voize's voice-based platform helps frontline health workers capture and manage patient information as well as automate routine workflows, documentation and communication.

Today it's announced raising a WHOPPING $50m Series A funding led by Balderton Capital, with participation from HV Capital, redalpine and Y Combinator.

Tobias is a successful founder-turned-influential VC, currently a partner at Antler in the Nordics.

Antler is a global early-stage investor present in 27 cities worldwide and has made over 1,500 investments across a portfolio valued at $5.7bn, including recent unicorns Lovable and Airalo.

Tobias is one of the most well connected people in the ecosystem.