While everyone watches America, Europe is writing its own future
This Week's Briefing
Three deals this week with one clear signal.
Mistral just made its second acquisition in three months, moving into industrial physics. They're not just building a model anymore. They're building an application company.
EQT won the €5 billion Scale Up Europe fund. Europe finally has a growth-stage answer to Sequoia's $7.5 billion.
And HMRC awarded its 10-year sovereign data and AI contract to London-based Quantexa, over Palantir.
Something is shifting in Europe right now.
Can you feel it?
Carousel for this week:
Key Takeaways
- Mistral just made a move into industrial physics
- Europe finally has a growth-stage answer
The Bigger Picture
- Britain chose the British option
Why it matters
“The capital is moving. Europe is building.”