Europe’s VC Volatility, UK Budget Reforms, and Middle East Geopolitical Shifts

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Europe’s VC Volatility, UK Budget Reforms, and Middle East Geopolitical Shifts – with Dan Bowyer & Mads Jensen

A discussion on the key events and trends shaping tech, venture, and global business this year.

Dec 22, 2024

Transcript

Welcome to a new episode of the EUVC podcast, where we’ll cover recent news and movements in the European tech landscape with Dan Bowyer and Mads Jensen from SuperSeed.

Watch it here or add it to your episodes on Apple or Spotify 🎧 chapters for easy navigation available on the Spotify/Apple episode.

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✍️ Show notes

Biggest Stories of 2024

AI Wars: Elon Musk’s X.AI builds Colossus with $11B, while Microsoft invests $30B in NVIDIA hardware, escalating the AI infrastructure race. NVIDIA stock rises 170% YTD.
Scaling Data Challenges: Limited internet data slows scaling laws, but innovations in autonomous agents and reasoning models drive progress.
Europe’s AI Lag: Europe focuses on FinTech and health tech but lags behind the US in AI infrastructure development.

Geopolitics & Economics

US Leadership Shifts: Trump’s re-election brings deregulation and bold crypto initiatives (e.g., Bitcoin Act). S&P 500 rises 23%, Nasdaq 27%.
Labour’s Budget: The UK’s first Labour budget in 14 years focuses on repairs but lacks incentives for entrepreneurs, raising concerns over competitiveness.
Middle East Reordering: Collapse of Iran’s proxies (Hamas, Hezbollah, Assad) could transform the region’s economic and political landscape.

Startups & Venture Trends

UK VC Volatility: Record highs and lows in the UK’s VC market; highlights include Monzo’s $431M raise and Flow becoming Europe’s first FemTech unicorn.
IPO Momentum: Klarna plans a New York IPO; Revolut’s secondary trading values the company at $45B.

2025 Outlook

AI Applications: Anticipated transition from foundational model development to real-world applications.
Economic Stability: Investors brace for inflation persistence and global economic shifts.
VC Resilience: 2025 expected to see continued adjustments in valuations, stronger exits, and more strategic capital deployment.

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