Hi friends,
European tech is no longer catching up. It’s setting direction.
That was the read from this year’s EUVC Summit in London, clear across founders, investors and LPs. The conversations pointed to an ecosystem with growing clarity on what it is building and why it matters.
Alongside the summit, we hosted the EUVC Awards Show with Isomer Capital, celebrating the people and firms driving that momentum.
It takes a community to make a day like this happen. Thank you for being part of it, whether in the room or following along from afar. It means a great deal to us.
We’ll be back on April 21st, 2027, bigger and better. Super early bird tickets are now live.
With that energy in mind, here is what we bring you this week.
We share an article featuring insights from Atomico’s Sasha Vidiborskiy on what deep tech actually means, and why compounding R&D matters far more than surface-level complexity.
In the latest episode of Leaders Shaping A Resilient Planet, Jarna Hyvönen of Volare makes the case for why hardware in this category demands a fundamentally different funding model, and what that looks like in practice.
And Dan Bowyer and Mads Jensen of SuperSeed explain AI and market shifts, from Chinese open source closing the gap to applications emerging as the real moat, and the knock-on effects for SaaS pricing and Europe’s role.
We hope you enjoy this edition.
with 💖
David & Andreas
Table of Contents
Insights of the Week
Podcasts of the Week
Community Updates
Events and Community Gatherings
Insights of the Week
What if deep tech isn’t about complexity at all? Sasha Vidiborskiy, Partner at Atomico, argues the real test is whether R&D compounds into defensibility over time, a view he shared with Andreas Munk Holm. Read the article and watch the interview where he explains what deep tech actually means, how AI is accelerating R&D, what that means for venture and much more.
Podcasts of the Week
Climate hardware doesn’t lack capital, it lacks the right capital stack. In this episode of Leaders Shaping a Resilient Planet, Jarna Hyvönen, Co-Founder and CEO of Volare, joins Andreas Munk Holm and co-host Carmel Rafaeli, Founding Partner at The Table, to explain why the category needs a different funding playbook.
Key highlights
Why climate hardware needs multi-instrument funding from day one
How interdependent capital reshapes fundraising
The role of early financial capability and CFO strength
De-risking with proven systems and targeted innovation
When unit economics become visible at scale
Models are converging. Chinese open source models are catching up. Applications are becoming the moat.
In this episode of This Week in European Tech, Dan Bowyer and Mads Jensen of SuperSeed explore the shifts shaping AI, markets and Europe’s role.
They cover DeepSeek’s progress, the EU AI Act and where the real competitive edge is forming. They also look at cyber incidents, the race between frontier labs and why coding sits at the core of AI progress, before closing on private credit pressure and what it could mean for SaaS.
Community Updates
Last call to shape this year’s VC Compensation Benchmark.
What does compensation really look like in venture today? We’re collecting the final inputs and closing shortly. Last year, 400+ participants across 24 countries contributed—this year, we’re aiming even higher.
It takes under a minute, it’s 100% anonymous (no emails or personal data), and your input directly sharpens the final report.
Take part while you still can. We’ll be sharing the results back with you.
