Welcome back to another episode of the EUVC Podcast, your trusted inside track on the people, deals, and dynamics shaping European venture.
This week, Dan Bowyer and Mads Jensen of SuperSeed and Lomax from Outsized Ventures, gather to unpack the macro forces and micro signals shaping European tech and venture.
They dive into the EU’s latest corporate structure reforms, the battle with resistant notaries, and the implications for startup formation and cross-border investing. Then it’s onto LLM innovation in China, valuation exuberance in AI, and the strategic shifts in capital allocation. The group finishes by zooming out on macro policy, sovereignty debates, and a cautious optimism for European tech.
Whether you’re an investor, founder, or policymaker trying to navigate Europe’s choppy regulatory waters — this one’s for you.
Here’s what’s covered
02:00 | Startup law, friction, and EU Inc.
06:30 | The SAFE envy
09:30 | Founders as fund managers — and vice versa
12:00 | From Pink Floyd to trillion-parameter models
17:30 | Capital efficiency and compute arbitrage
21:00 | UK startup ecosystem: a shadow of its former self?
25:00 | Fundraising cycles and trapped capital
28:00 | D2C health — a comeback?
31:00 | Crypto week in Europe?
35:00 | Macro clouds and haven-hunting
🎧 Watch it here or add it to your queue on Apple or Spotify — chapters for easy navigation are ready to roll.
✍️ Show Notes
The SAFE battle Europe needs to win
Without a standard, founder-friendly instrument like the SAFE, European startups are stuck in legal friction. Reform here could unlock real momentum.
Moonshot's trillion-parameter play
Backed by top-tier VCs and super-voting founder control, this Chinese LLM upstart might be a glimpse of AI’s next stage — or just the latest fever dream.
Capital needs recycling, not just raising
Until exits resume and LPs get their returns, dry powder alone won’t fuel the next wave of innovation.
Europe's crypto communications fail
Whether it’s regulatory announcements or startup incentives, better framing — not just better policy — is key to changing sentiment.
Connect with Europe’s leading LPs, Family Offices & Fund of Funds this September at Château de Beloeil.
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