Welcome back to EUVC Live in Malmö, where we bring you unfiltered conversations with the voices shaping Europe’s venture ecosystem.

In this session, Jamie Beck, Partner at Regeneration VC, takes the stage to explore Europe’s role in the global climate transition — and why consumer climate tech might just be the continent’s hidden superpower.

Regeneration VC is a transatlantic early-stage fund investing in what they call consumer climate tech — the intersection of sustainability, circular systems, and the products we touch every day. From fashion and food to electronics and personal care, these industries account for over half of Europe’s GDP and are ripe for climate-driven reinvention.

Jamie makes the case that Europe is the world’s “conscious consumer lab” — home to 450 million affluent consumers, global brands with long-term outlooks, and cultural leadership in taste and sustainability. In a world divided by politics and partisanship, Europe’s climate leadership might emerge not from regulation or tech — but from what people choose to buy.

🎧 Here’s what’s covered:

• 00:30 From California to Europe — why Regeneration VC shifted its center of gravity across the Atlantic.

• 01:00 Climate Tech 2.0 — five years in, why the sector still battles skepticism and political headwinds in the US.

• 02:00 What China has won — manufacturing scale in renewables and batteries — and where Europe still has an edge: brands, culture, and consumers.

• 02:40 Europe’s $17T consumer market — 450 million developed consumers representing half of Europe’s GDP across food, fashion, electronics, and home care.

• 03:30 The overlooked industries — fashion’s carbon footprint beats shipping and aviation combined, yet remains underfunded in climate solutions.

• 04:10 The Regeneration thesis — investing across the value chain “from the molecule to the product and back,” with circularity and regeneration at the core.

• 04:30 The “movie” metaphor — brands as directors, climate technologies as actors, and consumers as the audience. Changing the script from extractive to regenerative.

• 05:30 Europe’s unique role — home to the world’s most influential consumer brands, from IKEA to Adidas, that define global taste and culture.

• 06:00 Taste as system change — when European design and lifestyle drive demand for better, circular products, the world follows.

• 06:30 Partnerships that matter — why the next decade of climate progress will be built on collaboration between startups and corporates.

• 07:00 Next-gen materials — microbes dyeing clothes, enzymes digesting plastics, and circular chemistry reshaping trillion-dollar industries.

• 07:30 The European consumer advantage — more conscious, regulation-aware, and quality-driven than anywhere else in the world.

• 08:00 Human health = planetary health — how awareness of PFAS and microplastics is shifting mainstream behavior and regulation.

• 08:30 Regulation as tailwind — why Europe’s high standards and strict product rules accelerate innovation, not stifle it.

• 09:00 The takeaway — Europe as a living experiment in regenerative consumer capitalism, where culture, capital, and conscience align.

Welcome back to EUVC Live at Malmö, where we bring you unfiltered conversations with the voices shaping Europe’s venture ecosystem.

In this episode, Rokas Pečiulaitis, Founder & Managing Partner at Contrarian Ventures, joins Andreas on stage to unpack one of the most fundamental questions in climate and deep tech: why the technology of today becomes the infrastructure of tomorrow.

Rokas takes us from Rockefeller’s Standard Oil to today’s climate transition, explaining how every technological revolution ends in infrastructure and why venture capital must evolve to bridge the gap between innovation and deployment.

From energy transitions and the rise of China’s solar dominance to why investors must learn to fund the “missing middle” between venture and project finance, Rokas lays out a vision for Europe’s climate future — and a roadmap for how to fund it.

🎧 Here’s what’s covered:

• 00:30 Standard Oil & the Tech-to-Infra Thesis
  How Rockefeller’s oil refinement monopoly explains why technology success always ends in infrastructure dominance.

• 03:00 From Fossil Fuels to Electrons
  Why the next 150 years of global growth will be powered by electrons — and why infrastructure, not IP, will capture the value.

• 04:30 Bridging Venture and Infra
  Why 80% of capital in climate tech will flow into infrastructure — and how founders and VCs must learn to speak both venture and project finance.

• 05:10 Risk Discipline: Product or Market — Not Both
  Rokas’ hard-learned rule for climate investing: if you take both technology and market risk, you end up “in the cemetery.”

• 06:00 The Wedge Strategy
  How to enter consolidated industries like pulp & paper or agriculture — solve one problem, give the solution away, and monetize through embedded transactions.

• 07:40 Vertical Integration Wins
  From Amazon to climate tech: why owning the full stack from technology to infrastructure creates the real moat.

• 09:00 From Rockefeller to Google
  Why today’s tech giants mirror Standard Oil — accumulating monopoly power until the system forces a break-up.

• 10:30 The Missing Middle in Climate Capital
  Why Europe doesn’t have a “growth gap,” but an “emerging infra gap” — and how to fill it with blended venture and project finance.

• 13:00 China’s Lesson in Scale
  How China captured solar’s value by building, not inventing — and what Europe must learn about owning deployment.

• 14:30 Long Cycles, Real Impact
  Why true infrastructure transitions take decades — and why those who get it right redefine economies and history itself.

Welcome to a new episode of the EUVC podcast, where our good friends Dan Bowyer and Mads Jensen from SuperSeed in a discussion with Andrew J. Scott, Founding Partner at 7percent Ventures, cover recent news and movements in the European tech landscape 💬

They debate whether governments should backstop industrial giants, what Germany’s lithium find really means for European sovereignty, and how the venture model itself is being reimagined with AI, secondaries, and multi-product funds.

🎧 Here’s what’s covered:

• 00:10 Welcome & Quick News
  US government shutdown symbolism, Labour’s fading momentum, Apple’s backdoor standoff, OpenAI’s half-trillion valuation, and EF’s pivot to the US.

• 09:45 Entrepreneur First’s US Shift
  Why EF’s consolidation westward feels emotional for Europe — and why Lomax calls it validation of stronger European founders who still need US DNA early.

• 15:30 Germany’s Lithium Find
  A 43-million-ton discovery worth an estimated $600B could cover 50 years of EU demand — if energy costs, extraction tech, and permitting don’t stall it.

• 22:20 London’s IPO Crisis
  The UK drops to #23 globally — behind Mexico, Singapore, and Oman. How pensions, regulation, and lack of tech listings hollowed out the market, and what real fixes look like.

• 30:20 Governments, Bailouts & Moral Hazard
  JLR’s £1.5B loan guarantee and Germany’s €500B stimulus spark debate: when should governments step in, and how to ensure taxpayers get upside and discipline in return.

• 40:15 Reinventing Venture
  Dan’s bugbear topic: are new VC models emerging? RIAs, revenue-share hybrids, AI pickers, and Europe’s path to multi-product platforms.

• 50:00 Deals of the Week
  From Periodic Labs’ $300M seed to Cusp AI, legal tech’s boom, and a surge of defense and deep-tech capital — including Black Forest Labs’ $4B valuation rumor.

• 57:30 Defense Momentum
  Inside London’s Resilience Conference: NATO’s new funds, European urgency gaps, and why founders must think faster to keep pace with US counterparts.