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EUVC is your go-to podcast for everything European VC. Co-hosted by Andreas Munk Holm and David Cruz e Silva, EUVC features some of the most prominent people from the European...
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EUVC is your go-to podcast for everything European VC. Co-hosted by Andreas Munk Holm and David Cruz e Silva, EUVC features some of the most prominent people from the European VC industry, giving you a fresh new perspective on the industry and geo we love.
Follow us and stay in the loop with everything European VC on eu.vc
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Follow us and stay in the loop with everything European VC on eu.vc
Episodes & Posts
Episodes
Posts
22 MAY 2025 · In this episode, https://dk.linkedin.com/in/andreas-euvc/en is joined by https://ch.linkedin.com/in/dobrauz and Enrique Molina from https://www.qicapital.in/ to explore how capital can be deployed with purpose to accelerate the circular economy. From personal stories to portfolio-level insight, this conversation shows how values-based investing can be compatible with venture returns.https://ch.linkedin.com/in/dobrauz and https://www.linkedin.com/in/enrique-alvarado-hablutzel/?originalSubdomain=ch unpack the urgency of systems change, how storytelling shapes capital flows, and why they believe Europe’s sustainability movement is at a critical inflection point, despite the headwinds.Here’s what’s covered:
- 02:18 Qi Impact Capital’s Holistic Investment Thesis
- 03:27 Günther’s Journey: From PwC to Circularity Champion
- 05:34 Why Capital is the Catalyst for Circular Innovation
- 06:37 Narratives, Regulation & the Sustainability Backlash
- 08:50 Storytelling, Identity & Investment Decision-Making
- 13:30 What ‘Conscious Capital’ Really Means
- 17:17 Case Studies: OceanSafe, Vital & ID Genève
- 22:53 Designing Products for Reusability & Impact
- 25:41 The Financial Returns Behind Circular Success
- 29:45 Tensions in Consumer Behavior: Circular vs. Fast Fashion
21 MAY 2025 · https://de.linkedin.com/in/marcus-behrendt-5a62408, Managing Partner at https://www.bmwiventures.com/, joins https://www.linkedin.com/in/andreas-euvc/ and https://www.linkedin.com/in/jeppehoier?miniProfileUrn=urn%3Ali%3Afs_miniProfile%3AACoAAAAvSzsB4cfUSDSr7yL_ZhjItvbvEJEUU0w&lipi=urn%3Ali%3Apage%3Ad_flagship3_search_srp_all%3BojBWDKuZTxeAJG0dZKRkbQ%3D%3D to explore how corporate venture capital can drive transformation in Europe’s most iconic industries. From autonomy to AI and natural-fiber composites, the episode dives deep into how BMW’s venture arm scans, invests, and hedges across global markets while staying rooted in strategy and sustainability.🎧 Here’s what’s covered:
- 04:11 Investment Focus: From Smart Supply Chains to Sustainability
- 09:56 The Auto Industry in Flux: Disruption, Legacy & Tesla’s Vertical Model
- 14:31 Integration vs. Modularity: What Will Define the Next Automotive Leaders
- 17:01 Avoiding the Kodak Trap: Why Culture Eats Strategy in Corporate Innovation
- 25:56 Leveraging the Core: Staying Close to BMW’s Strategic Heartbeat
- 28:04 Natural Fibers & Rare Earths: Investing for CO2 Impact and Supply Chain Resilience
- 34:42 Scaling Autonomy in the Real World: From Car Plants to Ports
- 37:33 Europe's Structural Weakness: Legal Complexity and Inconsistent ESOPs
- 44:11 Pensions, Politics & the Case for Venture Policy Engagement
- 47:04 Why BMW iVentures Remains a Single-LP Fund—and Proud of It
20 MAY 2025 · In this episode, Andreas Munk Holm sits down with Oliver Holle, Founding Partner at Speedinvest, to unpack Europe’s current position in the global venture landscape. Fresh off the EUVC Summit and gearing up for GITEX, Oliver brings the heat — calling out flawed narratives, making the case for political engagement by founders and VCs, and breaking down the strategic implications of geopolitical capital shifts.Oliver shares how Europe is better positioned than its reputation suggests, why AI represents a public narrative opportunity for tech, and how learning from private equity could help European VCs build durable winners. From silent fund shutdowns to the rise of solo GPs, this episode is a crash course in navigating the new European venture normal.Here’s what’s covered:
- 03:46 Key Relationships in the Founder-VC Dynamic
- 09:56 Navigating Power Dynamics in Founder-VC Relationships
- 22:03 The Importance of Team Dynamics in Startups
- 26:05 Building Effective Communication and Culture in Growing Teams
- 28:44 The Challenge of Team Dynamics in VC Firms
- 32:36 Addressing Ego Issues in Leadership
- 38:32 The Evolving Role of Founders
- 47:12 Self-Reflection and Personal Growth
- 55:12 The Importance of Energy Management
17 MAY 2025 · In a new episode of https://sdca.mp/Path_to_Market, our Director https://www.linkedin.com/in/natasha-lytton/ and her co-host https://www.linkedin.com/in/micah-smurthwaite-2283b49/overlay/about-this-profile/, Partner at Pipeline Ventures are joined by https://www.linkedin.com/in/ryan-lieber-8aa59a62/, an experienced Go-to-Market Leader and one of Snowflake’s earliest employees and its first SDR.
Together they discuss Snowflake’s impressive growth trajectory, the challenges and strategies of category creation, key sales methodologies like MEDDPICC, the best approaches for scaling internationally, and cross-functional sales efforts. Ryan shares his experiences from joining Snowflake when it was an unknown startup in 2014 to its current status as a data giant with over 7,000 employees and a market capitalization of over $50 billion.
He also delves into when and how founders should hire their first SDRs and sales leaders, the metrics for measuring their success, and the role of marketing alignment in scaling sales. Moreover, he emphasizes the importance of understanding regional cultural and communication nuances, and how to leverage partnerships in new markets.
Lastly, Ryan discusses his current role leading Snowflake’s startup program in Europe, aiming to help next-generation data-intensive startups succeed using Snowflake’s data cloud.
16 MAY 2025 · In this episode, https://dk.linkedin.com/in/andreas-euvc/en is joined by https://www.true.global/people/joe/ and https://www.true.global/people/mike-martin/, General Partners at https://www.true.global/, a £ 600 M+ consumer and retail-focused investment and innovation firm, to explore what it means to be a sector specialist in venture—and why that matters more than ever in today’s market.They unpack how True brings together deep operational experience, a robust corporate network, and full life-cycle investment—from pre-seed to public markets. This episode offers a masterclass in building durable advantage in venture through network effects, strategic LP engagement, and sector expertise.Here’s what’s covered:
- 03:14 Founders' Backgrounds and Experiences
- 05:50 Overview of True's Investment Strategy
- 09:02 Sector Specialization in Consumer and Retail
- 12:00 Leveraging Network and Expertise
- 15:09 Investment Decision-Making Process
- 17:59 Ecosystem and Corporate Partnerships
- 21:10 Consumer Market Opportunities
- 24:07 Investment Strategy and Focus Areas
- 27:00 Closing Thoughts and Future Directions
15 MAY 2025 · In this episode, https://dk.linkedin.com/in/andreas-euvc/en sits down with https://www.2150.vc/our-team/christian-hernandez/, co-founder and Partner at https://www.2150.vc/, to challenge a common VC misconception—adaptation isn’t plan B, it’s a billion-dollar frontier. From heat-proofing megacities in the Global South to tackling the carbon cost of concrete, Christian breaks down why the climate crisis needs more than mitigation—and why adaptation is just as investable.Christian shares how 2150 is building its strategy around deployment readiness—bridging the chasm between early tech and infrastructure-scale solutions. This conversation lays out the economics, urgency, and capital flows reshaping climate tech today—and why adaptation is core to building a livable 2150.
Here’s what’s covered:
- 01:35 Scaling for the Switch: When Venture Hands Off to Infra
- 03:01 Cooling the Planet: Human Limits, Economic Drivers & Air Conditioning
- 05:06 De-risking for Deployment: The Role of IFC, World Bank & Public Finance
- 07:42 Software for Adaptation Risk: Interdependencies & Insurability
- 11:42 Concrete, Meat & Flying: Where Real Emissions Come From
- 16:50 Why 2150? Long-Termism and Climate Deployment Urgency
- 18:15 Lessons for Climate VCs: Investing with Impact and ROI in Mind
- 24:38 Case Study: Vammo's Electric Scooters & Battery Swapping in Brazil
- 26:15 Open Source Thinking: Sharing Climate Research Across the Ecosystem
14 MAY 2025 · In this episode, https://www.linkedin.com/in/andreas-euvc/ talks with https://de.linkedin.com/in/sebastianpollok to unpack the thesis behind https://tomorrow.vc/, a fund purpose-built to back industrial deep tech founders emerging from Europe’s labs and institutes.Sebastian explores why Europe's frontier innovation requires new LP-GP dynamics, portfolio construction models, and national ambition—and how family offices and sovereign industrial strategy can unlock a generational leap in European deep tech leadership.Here’s what’s covered:
- 02:30 Why Industrial Deep Tech Needs Purpose-Built Capital
- 06:45 Founders from Labs, Not MBAs: Rethinking Team Archetypes
- 10:10 Case Study: Proxima Fusion & Max Planck’s World-Leading Design
- 13:55 Balancing Moonshots and Pick-and-Shovel Businesses
- 18:20 Family Offices & Mittelstand: Europe’s Strategic LP Base
- 22:40 What It Means to Truly Love Your LPs
- 26:30 The New Portfolio Construction for Deep Tech VC
- 36:10 Why Capital Efficiency Still Matters in Deep Tech
- 40:25 Strategic Sovereignty & the Role of the West in Frontier Tech
13 MAY 2025 · In this episode,https://www.linkedin.com/in/andreas-euvc/ talks with https://uk.linkedin.com/in/haynesdave at https://www.fov.ventures/ to unpack how the evolution of multimodal AI, audio intelligence, and teleoperation are driving a new wave of human-computer interaction. From audio-enhancing models like AI Acoustics to video synthesis via 3D engines, and from VR-powered robot control to wearable AI glasses—you'll get a front-row seat to the technologies that are redefining the frontier of ambient computing.Dave shares how AR glasses are already unlocking new workflows, why multimodal models are changing the way we use AI daily, and what this means for investors eyeing the next trillion-dollar opportunity. If you’ve ever wondered what comes after mobile and SaaS, this is it.Here’s what’s covered:
- 02:30 From Text to Multimodal: How AI Has Leveled Up
- 06:00 Voice is the Interface: Audio Models Like 11 Labs and AI Acoustics
- 08:45 The Rise of Ambient AI: Talking to Your Computer Like a Human
- 12:10 The Future Is Synthetic: Training Video Models in 3D Engines
- 15:55 Robotics in the Wild: Why Teleoperation Still Matters
- 19:40 The Role of VR in Human-Robot Collaboration
- 23:20 AR Glasses and Continuous Context Capture
- 26:50 Using AI to Wrap Your Day: Follow-Up Summaries from Lifelogging
- 30:10 Beyond SaaS: Why Frontier Tech Is Where Alpha Lives
- 33:00 Convincing LPs to Bet on the Future
- 36:25 Venture in the Age of Disruption: The 10-Year Thesis
12 MAY 2025 · Welcome to a new episode of the EUVC podcast, where our good friends https://www.linkedin.com/in/danbowyer/ and https://www.linkedin.com/in/madsjensen/?originalSubdomain=uk from https://www.superseed.com/, in discussion with https://www.linkedin.com/in/lomax-ward/?originalSubdomain=pt from https://www.outsized.vc/ and https://uk.linkedin.com/in/andrewjscott?trk=public_post_feed-actor-name, Founding Partner at https://www.7pc.vc/, cover recent news and movements in the European tech landscape.Behind the headlines—wind implosions, deep tech dead ends, exit deserts, secondaries, and AI drama—lie seismic shifts that will define the trajectory of European startups and the capital that fuels them.Here’s what’s covered:
- 01:30 Europe’s Wind Sector in Crisis
- 05:12 Hornsea 4 Fallout & Government Accountability
- 10:24 The Collapse of Deep Tech Momentum in the UK
- 15:36 Public Sector Catastrophes: Fujitsu’s £12B Flop
- 20:48 UK-EU Youth Mobility Deal & Trade Strategy
- 26:00 Trump, IP Tariffs & Global Trade Disruption
- 31:12 RIA Funds & the Evolving VC Model
- 41:36 Secondary Markets in Venture
- 46:48 The AI Arms Race: OpenAI vs. Google
- 52:00 European Drone Unicorns & GovTech
11 MAY 2025 · In this episode, https://www.linkedin.com/in/andreas-euvc/ talks with https://uk.linkedin.com/in/joncoker, co-founder and GP at https://www.ekavc.com/, to unpack the strategy behind their conviction-led investment model and its outsized outcomes. Jon shares why Eka’s focus on consumer health and sustainable consumption is redefining what it means to deliver impact from venture, not just within it.Jon challenges the traditional index-style logic of venture capital, arguing instead for deep diligence, founder-first frameworks, and high-bar decision-making shaped by firsthand experience with outlier success. This episode is a masterclass in aligning fund design, sourcing strategy, and conviction-building to deliver both impact and performance.
Here’s what’s covered:
- 03:25 Why Eka Doubled Down on Concentrated Portfolios
- 05:44 Structural Drivers Behind the Portfolio Strategy
- 07:18 Challenging the Index Logic of Venture
- 14:05 How Eka's Style Shapes Decision-Making Processes
- 16:34 Consumer Tech: Eka's Favorite Layer Cake
- 21:05 Bias for Action: A Key Founder Trait
- 28:35 Building Conviction: The Founder's Role at Eka
- 29:12 Eka's Deep Founder Diligence Model
- 44:57 Impact From Venture vs. Impact In Venture
- 50:57 Scaling Impact: Why Depth and Scale Matter
EUVC is your go-to podcast for everything European VC. Co-hosted by Andreas Munk Holm and David Cruz e Silva, EUVC features some of the most prominent people from the European...
show more
EUVC is your go-to podcast for everything European VC. Co-hosted by Andreas Munk Holm and David Cruz e Silva, EUVC features some of the most prominent people from the European VC industry, giving you a fresh new perspective on the industry and geo we love.
Follow us and stay in the loop with everything European VC on eu.vc
show less
Follow us and stay in the loop with everything European VC on eu.vc
Information
| Author | The European VC |
| Organization | The European VC |
| Categories | Investing , Entrepreneurship , Tech News |
| Website | www.eu.vc |
| hello@eu.vc |
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