The European Venture Podcast
The weekly podcast unpacking the markets, technologies & deals shaping European venture.
Best episodes
The episodes worth starting with, big bets, sharp takes and the stories shaping European tech, venture and beyond.
Upside 112
AI capex falters, AI goes vertical, AI's new moat
Anthropic, TSMC and ASML post record numbers and chip stocks fall anyway. Who actually gets paid from AI, and when?
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Founders
Dan Bowyer, Mads Jensen and Priyanka Savjani
Upside 109
Trump & Xi summit means what for Europe? - The AI Price War & Agents Are Everywhere
The Trump-Xi summit buys only a short truce, Europe quietly writes the rulebook for AI accountability, and the frontier labs cut prices as the AI money window narrows.
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Founders
Dan Bowyer and Mads Jensen, with Andrew Scott
Upside 108
Unpacking AI Doomerism - What Rate Hikes Mean For CAPEX? - Humanoids Land
Dario Amodei's safety essay sets off a chain reaction across the AI labs, the Fed's first rate rise in three years lands on debt-funded AI capex, and humanoid robots have their biggest week yet.
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Founders
Dan Bowyer, Mads Jensen and Priyanka Savjani
Upside 107
Our Future According To Anthropic - UK Is Innovating? - An AI Doomer Says What?
Anthropic's new report doubles as an estimate of its own prize, Isar Aerospace reaches orbit, and an engineer's resignation reopens the fight over whether AI labs can be trusted to self-regulate.
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Founders
Dan Bowyer, Mads Jensen and Priyanka Savjani
What we cover
The stories, trends and big shifts shaping European tech — unpacked beyond the headlines, with a focus on what actually matters for founders, investors and the future of venture.
AI: Beyond The Hype
GPUs, agents, frontier models and billions in AI spend. We look past the hype to figure out what's real — and what isn't.
Europe's Wake-Up Call
Defence, drones, satellites, cyber and critical supply chains. The technologies forcing Europe to rethink its strategic independence.
Follow The Money
IPO backlogs, valuations, liquidity and private credit. Because where the money goes usually tells you what happens next.
The Deal
Every week, one early-stage European company worth knowing. The round, the market and why we think it matters.
The stories, trends and big shifts shaping European tech — unpacked beyond the headlines, with a focus on what actually matters for founders, investors and the future of venture.
GPUs, agents, frontier models and billions in AI spend. We look past the hype to figure out what's real — and what isn't.
Defence, drones, satellites, cyber and critical supply chains. The technologies forcing Europe to rethink its strategic independence.
IPO backlogs, valuations, liquidity and private credit. Because where the money goes usually tells you what happens next.
Every week, one early-stage European company worth knowing. The round, the market and why we think it matters.
Tune In Anywhere
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Got a topic?
We're always looking for the stories, questions and ideas worth digging into. If there's a company, trend, market shift or big question you think we should cover, let us know — or get in touch if you'd like to join the conversation.
Episodes &
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