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VC | E482 | This Week in European Tech with Dan Bowyer, Mads Jensen, and Lomax Ward

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Manage episode 486345763 series 2968392
Content provided by The European VC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The European VC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
In this episode, Dan Bowyer, Lomax, and Mads Jensen reunite to talk about the stories behind the headlines - Trump’s tariffs, EU’s sluggish startup strategy, the Anthropic surge, and why Europe’s hardware design hopes might rest on Munich.
From missiles interrupting pool time in Tel Aviv to Nvidia’s record-breaking quarter, the crew tackles everything from macro trade wars to micro founder incentives—plus a healthy dose of sarcasm, realpolitik, and startup survival.
Here’s what’s covered:
04:30 Tariffs, trade wars & what it means for European startups
08:15 Harmonization vs. regulation: Why EU/US divergence matters
10:55 Tariffs & inflation: Why macro still rules the game
13:10 The public/private schism and bond market dismay
21:45 The EU startup plan: blue carpets, unicorn labs & old ideas
26:00 Talent, tax & the fight for Europe's future founders
29:30 Why Munich might be Europe’s next deep tech capital
31:00 Big tech flexes: Google, Anthropic, and the return of hardware
35:00 Vibe coding & SaaS disruption: The new normal?
41:00 AI agents, Nvidia blowouts, and the pace of change
45:20 Deal of the Week: Brightflag exits for $425M
57:00 Why the crew skipped SuperVenture to actually build stuff
  continue reading

489 episodes

Artwork
iconShare
 
Manage episode 486345763 series 2968392
Content provided by The European VC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The European VC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
In this episode, Dan Bowyer, Lomax, and Mads Jensen reunite to talk about the stories behind the headlines - Trump’s tariffs, EU’s sluggish startup strategy, the Anthropic surge, and why Europe’s hardware design hopes might rest on Munich.
From missiles interrupting pool time in Tel Aviv to Nvidia’s record-breaking quarter, the crew tackles everything from macro trade wars to micro founder incentives—plus a healthy dose of sarcasm, realpolitik, and startup survival.
Here’s what’s covered:
04:30 Tariffs, trade wars & what it means for European startups
08:15 Harmonization vs. regulation: Why EU/US divergence matters
10:55 Tariffs & inflation: Why macro still rules the game
13:10 The public/private schism and bond market dismay
21:45 The EU startup plan: blue carpets, unicorn labs & old ideas
26:00 Talent, tax & the fight for Europe's future founders
29:30 Why Munich might be Europe’s next deep tech capital
31:00 Big tech flexes: Google, Anthropic, and the return of hardware
35:00 Vibe coding & SaaS disruption: The new normal?
41:00 AI agents, Nvidia blowouts, and the pace of change
45:20 Deal of the Week: Brightflag exits for $425M
57:00 Why the crew skipped SuperVenture to actually build stuff
  continue reading

489 episodes

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