Made possible by: Tradestars - https://tradestars.space/ventures

Made possible by: Tradestars - https://tradestars.space/ventures

Today's oped explaining the history of EU-INC

Made possible by:

Tradestars - https://tradestars.space/ventures

It's Thursday, 19th March and Today on VENTURES we have a star-studded line-up.The Daily Op-ed: A Short History Of The EU’s European Company: https://virajacharya.substack.com/

On the show today:

Josh Goldman: COO, VEEDSagar Shah: Co-Founder and CTO, TanoJacob Graubaek Houlberg: Co-Founder, EvertraceEddie Brown: Co-Founder and CEO, Astron SystemsDr Max Werner: Founder and CEO, Hades MiningCarmel Rafaeli: Founding Partner, The TableJesse Heasman: Investor, Prefcap and Founder, Soapbox

From the intricacies of jet engine maintenance at GE to the cutting edge of climate-tech investing, Sam Baker is on a mission to build an economy that operates within planetary boundaries. In this deep dive, the Planet A investor breaks down why the climate crisis is a solvable engineering challenge, provided we can solve the "human problem" of global collaboration.

Timestamps:

00:00:00 - Introduction

01:03 - Why Poland is the most bullish place for European re-industrialisation

04:45 - Breaking down the physics: How a jet engine works (Suck, Squeeze, Bang, Blow)

06:21 - The mechanics of Scramjets and super-high-speed propulsion

07:56 - Climate vs. Resilience: Is the crisis solvable or are we just mitigating disaster?

11:54 - Why Sam left a corporate career at GE to follow the "scientific lens" of Planet A

15:22 - The spiritual and philosophical side of being an engineer in a complex ecosystem

18:30 - The race to exit the petroleum-based society before the tipping point

20:30 - Technology vs. Humans: Why the "collaboration problem" is Sam's biggest worry

22:03 - Investigating the fusion supply chain: Tritium production and power provision

24:00 - Space tech and the planetary thesis: asteroid mining and solar sails

25:51 - Large deployable structures: Unfolding the future of orbital data centers

28:52 - China strategy: Pairing European intelligence with Chinese hardware OEMs

Made possible by: Tradestars - https://tradestars.space/ventures

Assia Kasdi is doing the impossible: engineering alternatives to the universe’s rarest elements in a "cooking pot" at sub-boiling temperatures.

We explore the "alchemical" breakthrough of substituting platinum with earth-abundant copper and why the periodic table shouldn't be viewed as a set of fixed properties

Timestamps:

0:00 - Philosophy of Milvus Advanced

2:47 - Why an element's property is an environment, not a fixed state

4:18 - Inventing substitutes for Indium and Platinum during a PhD

6:48 - Unlocking silver-level conductivity in pure copper through nano-structures

8:27 - Debunking chemical theory: Making the "impossible" nano-alloy

10:31 - The crisis of finite minerals: Why metals don't rejuvenate like fossil fuels

12:26 - The Milvus Legend: How a red kite in Oxford inspired a breakthrough

15:34 - Proving the alloy: The two-shot microscope moment that changed everything

18:12 - Beating the Platinum group: Validating 1,000-hour durability tests

20:47 - Rebuilding the industry around "engineering functions" instead of mining

21:44 - The "Cooking Pot" principle: Synthesising materials at low temperatures

23:29 - The challenge of maintaining nano-structures at industrial scale

Renato Circi and Rafaël Michali spent four years in a central London lab, failing 300 times before they saw their first hour of successful data. Now, the Sava co-founders are stepping out of stealth to explain why continuous molecular monitoring is the missing "foundational model" for human longevity. We dive into the chemistry of micro-sensors, the "one-way door" decisions of hardware manufacturing, and why the future of health is a sensor on every arm

Timestamps:

[00:00] - Defining the centrepiece of health

[08:34] - Sava vs. Zoe

[10:12] - The "Atoms" problem

[13:26] - Bridging the gap

[15:35] - Building a lab in London

[17:16] - The Co-CEO model

[22:14] - Shifting from 7 years of R&D

[25:22] - The "Trace 42" breakthrough

[28:14] - The 15-day cycle

Made possible by: Tradestars - https://tradestars.space/ventures

Explaining the "SpeedRunning The Intel Playbook" Op-ed

https://virajacharya.substack.com/

"SpeedRunning The Intel Playbook" Op-ed - https://virajacharya.substack.com/ On the show today:Assia Kasdi: Founder and CEO, Milvus AdvancedIsabel Fox: Head of Investor Relations, Hoxton VenturesSava Founders: Renato Circi and Rafaël Michali Andra Bagdonaite: General Partner, FIRSTPICKJean-Philippe Lorinquer: Partner, OSS VenturesSam Baker: Investor, Planet A Ventures

From the front lines of McDonald's to the helm of a leading European VC, Sara Rywe is redefining what it means to be a "founder-friendly" investor. In this long-awaited sit-down, she reveals how byFounders is engineering a generational firm by stripping away traditional downside protections and fostering a low-ego, high-autonomy culture.Sara is the General Partner at byFounders, the community-powered venture firm backing the next generation of Nordic and Baltic tech giants. A former McKinsey consultant with a legendary work ethic rooted in years of service at McDonald's, she is a force of nature in the European investment landscape.Timestamps:[00:00] - From McDonald's to General Partner: The foundation of a work ethic[03:17] - The most important contract and finding a home at @byFounders[05:03] - Redefining the term sheet: Removing downside protection and lick prefs[06:43] - How the investing landscape has evolved from 3x growth to exponential AI[09:23] - The shift to Physical AI: Investing in milestones for robotics and humanoids[12:46] - Future-proofing with LLMs: Optimizing costs and hot-swapping models[14:13] - Relentless intensity: The story behind the investment in @lovable[17:22] - Handling personal bias and missing @HarveyAI in the anti-portfolio[20:47] - Competitive spirit vs. being a "good loser" in venture capital[24:08] - Succession plans and building a fund for the next vintage[26:17] - Incentivizing collaboration: Zero bonuses for individual deals[29:57] - Why a low-ego, autonomous culture is the only thing that scales