In this episode, Andreas Munk Holm, Dr. Daniel Carew, and Sebastian von Ribbentrop discuss the critical importance of defense and strategic technologies in Europe. They explore Join Capital's investment thesis, the complexities of dual-use technology, and the intersection of technology, defense, and geopolitics. The conversation also touches on the impact of the Ukraine conflict on European defense strategies and the evolving landscape of venture capital investment in this sector.

Here’s what’s covered:

• 18:55 The Evolution of Join Capital's Investment Thesis
• 24:01 Understanding Dual-Use Technology in Defense
• 28:49 Navigating the Commercial and Defense Markets
• 34:01 The Role of Geopolitics in Defense Investments
• 38:09 Geopolitics and Personal Connections
• 41:29 Complexity of European Defense and Innovation
• 45:10 The Shift in Global Power Dynamics
• 48:06 Defense Washing vs. Genuine Innovation
• 52:55 Investment Strategies in a Changing Landscape
• 59:47 The Future of Defense Post-Ukraine Conflict