E604 | This Week in European Tech with Dan, Mads, Lomax & Andrew

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4d ago 1:01:16

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Welcome back to another episode of Upside at the EUVC Podcast, where Dan Bowyer, Mads Jensen of SuperSeed and Lomax from Outsized Ventures unpack what’s happening in European tech and venture capital.

This week: The UK lands $150B of US pledges and 120,000 Nvidia GPUs—can London turn its AI hype into substance? NATO on edge after Russian incursions across Poland and Denmark. Are we witnessing an AI bubble, or just the infrastructure wave of the century? Plus: cyber risk after JLR’s ransomware hit, Trump’s $100K H-1B visa fee, and the week’s billion-dollar deals.

🎧 Here’s what’s covered:

01:59 The UK Economy: stalled housing, digital ID hopes, and why Gatwick beats Heathrow.
08:02 Macro Context: UK at 1% growth vs US 3.8%, but Revolut and AI unicorns offer upside.
11:23 Trump’s UK State Visit: $150B in pledges, Nvidia’s mega GPU cluster, and hidden strings.
17:34 Pageantry vs Reality: Andrew on IMF forecasts and why the UK still outpaces France & Germany.
20:41 Pensions & Equity Gap: Why Europe lags the US in growth capital.
25:17 Are We in an AI Bubble? Big tech’s circular bets, Nvidia’s chokehold, and history repeating.
35:12 Cybersecurity & AI: JLR hack fallout, ransomware surge, and a $500B market by 2030.
43:21 NATO on Edge: Russian drones in allied airspace, Trump’s hawkish rhetoric, and Europe’s defense unicorns.
53:28 The H-1B Shock: Trump’s $100K fee and whether Europe can seize the talent opportunity.
59:44 Deal of the Week: N-Scale’s $1.1B data center raise and Oura Ring’s $875M round.

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