Episodios

  • E618 | EUVC Live powered by Woven Capital at The Drop | Jamie Beck, Regeneration VC: Europe’s Conscious Consumer Lab
    Oct 7 2025

    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.

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    10 m
  • E617 | EUVC Live powered by Woven Capital at The Drop | Rokas Pečiulaitis, Contrarian Ventures: Why Today’s Tech Becomes Tomorrow’s Infrastructure
    Oct 7 2025

    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.

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    16 m
  • E616 | This Week in European Tech with Dan, Mads & Andrew
    Oct 6 2025

    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.

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    1 h
  • E615 | EUCVC Summit 2025: Simon Boas Hoffmeyer, Carlsberg & Kasper Hulthin, Future Five: Resetting ESG: Beyond Compliance to Real Change
    Oct 5 2025

    Welcome back to the EUCVC Summit Talks, where we bring you candid conversations with Europe’s leading founders, corporate leaders, and investors shaping the future of venture collaboration.

    In this episode, Andreas Munk Holm sits down with Simon Boas Hoffmeyer, Global Head of Sustainability & ESG at Carlsberg, and Kasper Hulthin, serial entrepreneur and investor at Future Five (co-founder of Peakon, Podio, and more).

    With ESG facing political backlash, accusations of greenwashing, and shifting investor sentiment, the question looms: is ESG still a lever for real change—or does it need a reset? Simon and Kasper explore what’s broken, what still works, and how corporates and startups can embed sustainability into real business value.


    🎧 Here’s what’s covered

    • 00:10 ESG under fire — political pushback, greenwashing, and regulatory flip-flops.

    • 01:00 Carlsberg’s take: facts, faith, and fear as the drivers of sustainability.

    • 02:00 Why startups must reframe ESG as financial return, not a premium add-on.

    • 03:00 Culture vs. compliance — how corporates integrate ESG into decision-making.

    • 05:00 Born-green startups vs. legacy corporates: different pressures, same imperatives.

    • 06:00 Where opportunities lie: inputs for future food systems, alternative coffee and chocolate.

    • 07:00 From “sustainability” funds to “energy transition” — reframing the narrative.

    • 08:00 Partnerships in practice: pilots, off-take agreements, and startup collaborations.

    • 09:00 The investment paradox — more money into NFTs than climate at ESG’s peak.


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    10 m
  • E614 | EUCVC Summit 2025: Hampus, Pale Blue Dot & Andreas Munk Holm, EUVC: Climate Tech in a Trump Era
    Oct 5 2025

    Welcome back to the EUCVC Summit Talks, where we bring you candid conversations with Europe’s leading founders, corporate leaders, and investors shaping the future of venture collaboration.

    In this episode, Andreas Munk Holm sits down with Hampus Jakobsson, General Partner at Pale Blue Dot, one of Europe’s leading climate-focused funds. With shifting U.S. politics, renewed uncertainty around climate policy, and growing skepticism of “green hype,” Hampus shares why he defines climate investing as simply “not dumb investing.”

    From Donald Trump’s return to the White House to Europe’s resilience, China’s role, and the gritty reality of scaling “boring but effective” solutions, this conversation is a masterclass in how investors, corporates, and founders can navigate climate risks — and seize opportunities.


    🎧 Here’s what’s covered:

    • 00:10 Political whiplash — Trump, vibes, and the stress test for climate policy.

    • 02:41 Why Europe must stop looking to the U.S. and start managing risk at home.

    • 04:55 Climate investing = not dumb investing — the overlooked opportunities in obvious inefficiencies.

    • 06:50 Case study: last-mile delivery — why disruption often comes from solving “boring” problems.

    • 08:15 Advice to corporates — how CFOs should think about risk and resilience.

    • 09:30 Advice to founders — why no more free pilots, and how forward-deployed engineering wins.

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    10 m
  • E613 | EUVC Live Powered by Woven Capital at The Drop | Alex Bakir, Norrsken Evolve: Climate, Competition & Chaos in a Fractured World
    Oct 4 2025

    Welcome back to EUVC Live powered by Woven Capital at The Drop, where we bring you unfiltered conversations with the voices shaping Europe’s venture ecosystem.

    In this episode, Alex Bakir, founding partner at Norrsken Evolve, takes the stage fresh off his latest fund close — but instead of talking about fundraising, Alex dives into the bigger picture: how competition, climate, and chaos are reshaping the world we invest in.

    From the cycles of history and the rise of populism to the structural shocks of climate change, Alex challenges us to rethink Europe’s role, its vulnerabilities, and why rebuilding around cleantech and climate tech isn’t just optional — it’s inevitable.

    🎧 Here’s what’s covered:

    • 00:30 Competition at every level — from startups chasing scarce resources to nation states fighting for security.

    • 01:30 The age of AI: why superintelligence could solve everything — or sharpen competition.

    • 02:30 Populism’s return: when economics and expectations don’t align, and why inequality fuels discontent.

    • 03:30 Comparative advantage & free trade: why the “end of history” never arrived.

    • 04:30 Wealth concentration and the broken promise of the nation state.

    • 05:30 Cycles of history: Ray Dalio, Harvard sociologists, and why we’re at the realist end of an 80–100 year cycle.

    • 06:30 Climate crisis as self-organized criticality — when stress tips systems into avalanches and floods.

    • 07:30 Europe’s long decline since 1900 — and why reliance on external manufacturing is now a liability.

    • 08:30 Why Europe must rebuild industry on cleantech and climate tech foundations.

    • 09:00 Populism isn’t a blip — it’s a decade-long cycle that requires addressing lived realities.

    • 10:00 Final call: in a world of shocks, AI, and climate, people and collaboration matter more than ever.

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    10 m
  • E612 | EUVC Live Powered by Woven Capital at The Drop: Nicole LeBlanc, Woven Capital: Why Europe is Toyota’s Testbed for Climate and Deep Tech
    Oct 4 2025

    Welcome back to EUVC Live powered by Woven Capital at The Drop, where we bring you the candid conversations with the investors shaping Europe’s venture ecosystem.

    In this episode, Nicole LeBlanc, Partner at Woven Capital, joins us on stage in Malmö to share why Toyota’s $800M global fund is doubling down on Europe. From talent pools and global mindsets to climate tech leadership, Nicole explains why Europe is the testbed for scaling climate, mobility, and automation solutions worldwide.

    🎧 Here’s what’s covered:

    • 00:30 Why Europe matters: 15% of global VC and growing deal sizes.

    • 01:00 Diversification — why global funds can’t rely on just one market.

    • 01:30 Talent in Europe: strong engineering pools and founders thinking global from day one.

    • 02:30 Climate tech in Europe’s DNA — regulation, partnerships, and net-zero by 2050.

    • 03:30 Inside Woven Capital: Toyota’s $800M LPGP fund, financial-first approach, and global mandate.

    • 04:30 Toyota Open Labs: Europe-exclusive program giving startups structured access to Toyota.

    • 05:30 Portfolio spotlight: Corvus, zero-emission shipping with batteries + hydrogen.

    • 06:30 What’s next: circularity, advanced materials, and figuring out AI.

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    9 m
  • E611 | EUCVC Summit 2025: Mette Hoberg Tønnesen (CEO, The Link) and Jeppe Høier (EUVC Corporates), moderated by Andreas Munk Holm (EUVC): Building Corporate VC Networks
    Oct 3 2025

    Welcome back to the EUCVC Summit Talks, where we bring you candid conversations with Europe’s leading founders, corporate leaders, and investors shaping the future of venture collaboration.

    In this session, Mette Hoberg Tønnesen, CEO of The Link, joins Jeppe Høier, EUVC Corporates, for a candid conversation moderated by Andreas Munk Holm. Together they explore how corporate venture networks can outlive the 3.7-year average lifespan of CVCs, bridge the gap between startups and corporates, and unlock Europe’s full potential as an alternative to US and Chinese capital.

    From translating corporate complexity for startups to tackling “startup theater” and making CVCs real value creators, this is a roadmap for corporates who want to build networks that actually last.


    🎧 Here’s what’s covered

    • 00:00 Why most CVCs only last 3.7 years — and how networks can change that.

    • 01:00 The Link’s mission: making startups scale faster by bridging silos and translating corporate-speak.

    • 02:00 Where corporates fumble: unclear pilots, wasted startup time, and overbearing “strategic” investors.

    • 04:00 The classic value-adds — brand, expertise, assets, customers, data — and why most corporates should start small.

    • 05:00 Venture = high school: why networks and rubbing shoulders matter more than PowerPoints.

    • 06:00 Corporates must show up — at TechBBQ and startup events, not just closed-door investor tracks.

    • 07:00 Early-stage CVC is hard: why late-stage corporates can wait, but seed/A needs sweat and trust.

    • 08:00 Europe’s opportunity: corporates stepping up to keep startups from exiting to the US.

    • 09:00 LP investing as a gateway: why corporates should back funds to tap networks and learn the game.




    Más Menos
    10 m