Episodi
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At the EUVC Summit, Bernard Dalle (formerly of Index Ventures) and Thomas Kristensen (LGT Capital Partners) shared candid reflections on how to build a venture firm from the inside out. Instead of fixating on star hires and grand strategies, their talk emphasized the compounding power of cultural alignment, junior talent development, and early operational investment.
Drawing on first-hand experience, they unpack what it takes to build enduring institutions—where team, trust, and time matter more than titles.
Whether you're raising your first fund or scaling your platform team, this conversation offers timeless lessons from one of Europe’s most respected firms.
Here’s what’s covered:00:45 Betting on People: Why hiring for cultural fit beats chasing CVs02:20 Long-Term Talent Playbooks: Junior hires, long runway, big impact03:50 Under-hiring on Purpose: Why Index rarely hired GPs straight out05:10 The Operations Edge: Building support teams early pays dividends07:00 The Index Blueprint: Early days with David, Pascal, and a deep ops bench08:30 Institutional Memory: Capturing partner insights across the portfolio -
Welcome to the Impact Highlight series, powered by EUVC, where we bring you the people and perspectives shaping European venture.
This week, August is joined by Emma Steele (Partner at Ascension) and Emily Trant (Head of Impact at Wagestream), two of the most vocal champions for mission-aligned tech in Europe.
In this episode, we explore the nuances of building and backing commercial businesses that generate genuine social value. Emma and Emily reflect on where the commercial model does work for impact, where it doesn’t, and why intent matters as much as outcomes.
From designing products that serve vulnerable users to structuring impact advisory boards that challenge you, this is a real look into how impact venture plays out at the fund and founder level.
🎯 This Episode’s Themes:What “tech for good” actually looks like in ventureBuilding scalable impact and sustainable returnsHow to think about charity vs commercial modelsWhy intent and design matter more than labelsHow impact boards can go wrong—and how to make them workHere’s what’s covered:00:00 | Meet Emma & Emily: Impact VC meets operating at scale02:30 | What Is “Impact” Anyway? And why Ascension never used the label06:15 | Wagestream’s Model: Serving those who can’t pay—at scale10:00 | Market Failures & Margin Models: Why commercial still wins13:00 | Data That Matters: From savings behavior to sleep quality17:00 | Charity vs Commercial: The tension no one likes to talk about20:15 | Impact Boards: How to make them useful (hint: be honest)24:30 | The Venture Fit: Why scale and impact aren’t opposites28:00 | Calling Future Founders: Be intentional from day one -
Episodi mancanti?
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Welcome to a new episode of the EUVC podcast, where 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.
This week, the trio tackles one of the most geopolitically charged, capital-heavy, and morally complex episodes yet:
🎯 This Week’s Themes:The global reshuffling of power: Israel, Iran, Russia, UkraineWhy defense is back—and what it means for VCsEurope’s space ambitions and what the ESA’s new satellite project signalsChina’s trade plays and Europe’s rare earths vulnerabilityAI, IPOs, and why founders might want to stay private longerSurgical robots, ambient AI, and who’s building the future of healthcarePlus: Daniel Ek gets flak, SPACs sneak back, and why VCs are speed-running $15B deals in one weekHere’s what’s covered:02:00 | War & Markets: Iran, Israel, oil prices & the Bank of England holds steady06:00 | Defense Budgets: Why Europe is (finally) spending10:00 | VC Taboo: Why investing in weapons gets complicated fast15:00 | EIF Restrictions: Sex, gambling, and no defense20:00 | The Rise of Helsing: Europe’s $12B defense unicorn24:00 | Strategic Autonomy: Europe’s new military satellite constellation30:00 | ESA vs Starlink: Earth observation gets serious34:00 | China, Trade Wars & Rare Earths: Why Europe’s exposed40:00 | EU-US Tariffs & Trump’s Pharma Threat42:00 | IPO Boom: Chime, Circle, and the SPAC comeback47:00 | CMR Surgical: UK’s $4B robot exit—is that enough?53:00 | Lessons from Intuitive Surgical & deeptech M&A56:00 | Deal of the Week: Nabla’s AI for clinicians, Helsing’s big swing, and Scale AI’s lightning-fast cash1:02:00 | Founders in Government: Alex DePledge & Matt Clifford’s impact1:05:00 | Meta’s AI Transfers: Zuck goes full football transfer window -
Welcome to a new episode of the EUVC Podcast, where we bring you the people and perspectives shaping European venture.
This week, Andreas Munk Holm sits down with Paolo Pio, co-founder and Managing Partner at Exceptional Ventures — a mission-driven early-stage fund investing in the future of human health, fitness, nutrition, and longevity.
Paolo shares how a personal obsession with sleep, metabolism, and fitness evolved into a structured thesis for investing in businesses and technologies that help us live better, longer — and how Exceptional Ventures plans to back over 200 founders across three funds to deliver returns that match the mission.
🎯 This Episode’s Themes:Why health, fitness, and prevention are ripe for VC investmentHow personalized, continuous monitoring unlocks true wellnessThe 4-pillared thesis: prevention, early detection, smarter care & deliveryLessons from Fund I: 3,600 companies reviewed → 37 investmentsThe case for “high-volume VC” in Europe: why more bets matterFrom sleep hygiene to nanobots: the future of health innovationCommunity, LPs, and morning workouts at SuperVentureHere’s what’s covered:01:00 | The Mission: Improving the human joy path through health & longevity03:00 | Why Now: Obesity, metabolic health & the need for smarter prevention05:00 | The Four Pillars: Sleep, exercise, early detection & delivery innovation08:00 | Exceptional’s Model: Fund I learnings, Fund II targets, Fund III ambitions10:00 | The Volume Bet: Why Europe needs funds backing 50+ startups per cycle12:00 | Sourcing & Screening: From 3,600 companies to 37 portfolio bets15:00 | Backing Founders on the Edge: From glucose monitoring to rural US clinics18:00 | The Big Vision: 200+ founders backed, 30,000+ community members21:00 | Big LP Names & Co-Investors: How the wider venture stack leans in24:00 | Why Community Matters: The morning workouts, the events, the energy27:00 | Longevity & Fund IV: Why the best is still ahead -
In this episode, Andreas Munk Holm sits down with Björn Tremmerie, Head of Technology Fund Investments at the European Investment Fund (EIF), live from the EUVC studio at SuperVenture 2025.
They delve deeply into the true state of European venture capital, examining long-term performance trends, the role of EIF as Europe's policy-aligned capital allocator, and how sovereignty, resilience, and maturity are reshaping the ecosystem.
Here’s what’s covered:00:00 SuperVenture Loyalty & Ecosystem Energy01:02 The Mood in Market: Storms, Maturity & Resilience03:04 What Makes This Moment in Venture a Real Opportunity03:31 Recap of Björn’s Panel with Joe from Isomer05:15 DPI Truths: The Top 50 Funds & A Look Back to 201706:04 Defense Tech & Dual-Use: What EIF Will (and Won’t) Fund09:34 Sovereignty ≠ Isolation: The Real Role of the EIF11:00 Later-Stage Funding Gaps & Europe’s Infrastructure Problem12:36 Satellites, SpaceX & European Strategic Dependencies14:14 Learnings From 25+ Years in the Game15:01 Philosophical, But Practical: What VC Responsibility Means16:17 A Clear Statement on Openness, Not Isolation -
In this episode, David Cruz e Silva sits down with Andre de Haes, founder of Backed VC, live from SuperVenture 2025 in Berlin.
Backed is one of Europe’s boldest early-stage funds, known not just for investing in frontier tech but for pioneering a new model of VC community. In this conversation, Andre unpacks the philosophical and practical foundations of their work—from turning a value-add into a moat to why “edge” in venture is mostly a myth—unless you build your own rules.
Who should listen:
Emerging managers figuring out how to build true differentiationLPs trying to evaluate durable edge in a saturated VC marketFounders deciding what kind of capital partner they want long-termHere what’s covered:
00:00 Who is Andre de Haes & What is Backed VC?00:32 Frontier Tech Focus: Fintech, Bio, and Manufacturing Software01:30 Why Community is a Core Offering—Not a Side Show02:15 Behind the Scenes: The SuperVenture Speaker Dinner & Rooftop Surprise04:00 Playing the Long Game: Trust Built Over 20-Year Cycles05:08 Stage Preview: What it Means to Build VC Edge07:50 Advice for LPs on Identifying Real Differentiation10:50 Biggest Learnings: Humility, Leverage & Contrarian Courage15:00 Investing at the Frontier: Computational Bio, Optics & Non-Invasive Brain Tech16:00 What Munger & Buffett Teach Us About Capital Efficiency in VC -
Live from SuperVenture 2025 in Berlin, Andreas Munk Holm sits down with Jan Miczaika, Partner at HV Capital, one of Europe’s largest and longest-standing venture capital firms.
Together, they talk about macro trends shaping the future of VC, HV Capital’s unique positioning across funding stages, and offer a refreshingly honest take on ESG, DEI, defense, hype, LP dynamics, and the challenges of building a VC fund.
This episode is a must-listen for:
LPs trying to understand how established firms see the worldEmerging managers finding their product-market fitFounders building across deep tech, defense, and climate💡 What you'll learn:
Why SuperVenture is a cultural paradox in Berlin—and why Jan loves itHow HV Capital operates with flexibility across €500K to €50M investmentsThe future of ESG & DEI in a depoliticized, impact-first worldDefense investing: HV’s bets on Quantum Systems & Rocket StartupsWhat the G in ESG means—and why it's more relevant than everAdvice for emerging managers: Fund I is hard, Fund II and III are harderA reflection on being humbled by VC, even after successful exitsHere what’s covered:
00:00 SuperVenture, Berlin, and Capitalism in the Radical Left’s Hometown01:00 The HV Capital Model: From €500K to €50M in One Platform02:00 ESG, DEI & Fiduciary Duty: Past the Pendulum, Toward Balance04:05 Why Impact Companies Still Win: A Case Study from Copenhagen05:05 Defense Tech & ESG: Not Contradictory, But Complementary06:54 Advice for Emerging Managers: Fund Fit, Hustle & Dual Product-Market Fit10:02 Words for LPs: Don’t Dismiss Venture as “Too Risky”11:45 Lessons in Humility: From Founding Two Companies to Becoming a VC13:00 Betting Big: Why NeuroRobotics Said No to Focus & Yes to Full Stack -
Welcome to a special emergency episode of the EUVC podcast, where Andreas Munk Holm sits down with Cathy White founder of CEW Communications and her star colleague and former tech.eu managing editor Dan Taylor —two of the most plugged-in voices in European tech media —to dissect the shocking news of TechCrunch Europe’s closure and what’s ahead.
In this raw and real conversation, they unpack:
Why TechCrunch’s downfall signals something bigger in mediaWhat the rise of AI means for journalists, PR pros, and founders alikeAnd how Europe’s startup ecosystem can—and must—take charge of its narrativeFrom the role of creators and newsletters to the shift from SEO to “LEO,” this one’s for anyone building in, writing about, or pitching European tech.
Here’s what’s covered:
00:10 The Impact of TechCrunch's Closure on European Media06:33 The Future of Media in Europe10:30 The Rise of Entrepreneurial Journalism15:46 Navigating the New Media Landscape for Startups18:06 The Shift from SEO to LEO in Media Strategy23:13 Making Complex Ideas Accessible27:18 The Role of PR in the Age of AI29:31 The Importance of Human Touch in AI33:12 AI's Impact on Content Creation and Journalism39:37 The Future of Journalism and New Publications -
In this episode, David Cruz e Silva sits down with Joe Schorge, founder of Isomer Capital, one of Europe’s most thoughtful and active LPs—backing funds, co-investing with top GPs, and increasingly leaning into secondaries.
From deep dives into the maturing European tech ecosystem, to the reality of what “liquidity” means today, Joe shares what it takes to build long-term portfolios and navigate cycles with wisdom (and a little humor).
Who should listen:
LPs thinking through secondary exposure and portfolio liquidityGPs raising new funds with legacy tailwinds (or baggage)Founders and angels curious about how liquidity really works behind the scenesHere’s what’s covered:
00:00 Meet Joe Schorge & Isomer Capital’s model00:31 Why SuperVenture is ground zero for LP/GP dealflow01:30 A New Era of Secondaries: From passive to proactive02:55 "It's not a return until you can buy a beer with it." 🍻03:30 DPI, exits & reflections from the stage with Björn Tremmerie05:00 What macro uncertainty (and Trump tariffs) are doing to exit timelines06:00 Under the hood: Growth is happening — but the windows haven’t reopened yet07:30 Who’s actually buying today? Founders, growth funds, and LP-focused secondaries09:28 Joe’s key learnings: time, uncertainty & the illusion of predictive power12:23 Advice to aspiring LPs & emerging allocators15:00 Diversification in venture is not optional — it’s existential -
In this episode, David Cruz e Silva sits down with Matthew Spence, Barclays’ Global Head of Venture Capital Banking, to talk about the state of exits, dual-use tech, and how Europe can seize the next defense innovation wave. With a background spanning the White House, Pentagon, and a16z, Matt shares a unique view from the intersection of global power, technology, and venture.
Who should listen:
GPs working with later-stage companies or exit-readinessLPs and allocators curious about dual-use and defense opportunitiesPolicymakers and ecosystem builders across EuropeAnyone wondering how venture intersects with geopoliticsHere’s what’s covered:
00:00 Meet Matt Spence & why Barclays is doubling down on venture01:00 SuperVenture 2025: Why Berlin matters to a Silicon Valley banker01:39 “Sneaky good”: The IPO market is back—but not how you expect03:00 How GPs can prep for exits—before they’re even on the table04:00 Barclays as an LP: What their private bank is looking for05:10 Defense tech: From bombs to AI & cloud for the battlefield07:00 “The government is a terrible customer”—but that’s changing08:30 Dual-use: Why it’s not code for defense and shouldn’t be10:00 The real opportunity for Europe: leapfrog, don’t lag12:30 A wake-up call for Brussels and national leaders15:00 The return to deep tech: hardware + software, redux16:45 Why this isn't just a new trend—it's a venture returning to its roots -
Welcome to a new episode of the EUVC podcast, where 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.
This week, the trio tackles one of the most geopolitically charged, capital-heavy, and morally complex episodes yet:
The global reshuffling of power: Israel, Iran, Russia, and UkraineWhy defense is back—and what it means for VCsEurope's space ambitions and what the ESA's new satellite project signalsChina's trade plays and Europe's vulnerability in rare earthsAI, IPOs, and why founders might want to stay private longerSurgical robots, ambient AI, and who’s building the future of healthcarePlus: Daniel Ek gets flak, SPACs sneak back, and why VCs are now speed-running $15B deals in one week.
Here’s what’s covered:
02:00 War & Markets: Iran, Israel, oil prices & Bank of England holds06:00 Defense Budgets: Why Europe is (finally) spending10:00 VC Taboo: Why investing in weapons gets complicated fast15:00 EIF Restrictions: Sex, gambling, and no defense20:00 The Rise of Helsing: Europe’s $12B defense unicorn24:00 Strategic Autonomy: Europe’s new military satellite constellation30:00 ESA vs. Starlink: Earth observation gets serious34:00 China, Trade Wars & Rare Earths: Why Europe’s exposed40:00 EU-US Tariffs & Trump’s Pharma Threat42:00 IPO Boom: Chime, Circle, and the SPAC comeback47:00 CMR Surgical: UK’s $4B robot exit—is that enough?53:00 Lessons from Intuitive Surgical & deeptech M&A56:00 Deal of the Week: Nabla’s AI for clinicians, Helsing, and Scale AI’s lightning-fast cash01:02:00 Founders in Government: Alex DePledge & Matt Clifford’s impact01:05:00 Meta’s AI Transfers: Zuck goes full football transfer window -
Welcome to a new episode of the EUVC podcast, where we bring you the people and perspectives shaping European venture. This week, Andreas is joined by Christophe Jurczak, Managing Partner at Quantonation, the world’s first dedicated quantum technologies VC fund.
Together, they unpack the tangible, applied promise of quantum technologies—far beyond the hype—and discuss why Europe may still win in this deep tech arena if capital (and courage) show up at the right time.
This week’s themes:
Real-world quantum use cases in health, energy, climate, and securityThe rise of quantum internet and the race to secure communicationsHow interdisciplinary talent makes or breaks applied quantum venturesWhy late-stage capital remains quantum Europe’s biggest bottleneckHere’s what’s covered:
01:30 Quantum Is Real: Health, energy, climate & security02:45 Quantum Drug Discovery: Pascal & Qubit Pharmaceuticals05:00 Simulation Power: Designing less toxic, more effective molecules06:45 Quantum Internet: Unhackable infrastructure deployments in NYC & Berlin08:30 Why Encryption Is Under Threat—And What Quantum Does About It10:00 No Cryo, No Labs: Room-temp quantum machines are here11:45 Talent Mix: Why computer scientists + physicists = startup advantage13:30 ML on Quantum Hardware: Graph ML and novel quantum algorithms15:00 Europe’s Competitive Edge: IQM, Pascal, and more16:30 The Real Risk: Growth-stage capital and the transatlantic gap18:00 Quantonation’s Vision: A future late-stage fund for European quantum19:00 Final Thoughts: Sci-fi vibes, real-world traction, and a rallying cry -
In this new episode of Path to Market, our Director Natasha Lytton and co-host Micah Smurthwaite, Partner at Pipeline Ventures, sit down with Tim Bertrand — a three-time GTM leader who’s scaled companies from just a few million to hundreds of millions in revenue. Currently serving as President of HAProxy, Tim previously held sales leadership roles at Acquia and Project44, and brings deep insights into category creation, founder-led sales, sales hiring, and international expansion.
Tim walks us through his career of building sales engines from the ground up — including Acquia’s leap from $2M to $200M+ ARR — and explains why he keeps coming back to the early-stage trenches.
He also shares actionable advice for founders: when to hire (and who to hire) in your first sales roles, how to think about pricing in new markets, how to align product and GTM, and what great onboarding and sales coaching look like.
Here’s what’s covered:
05:00 Early-Stage Sales: Why Tim Keeps Coming Back07:12 Structuring Your First Sales Hires09:44 Traits of Great Early-Stage Sellers13:00 Does Domain Expertise Matter?15:28 Best Practices for Sales Onboarding17:48 Sales Methodologies: MEDDICC & BANT22:14 Creating Real Urgency in the Sales Cycle30:23 Value-Based Pricing & Market Signals38:09 Building a Business Around Open Source42:16 Sales Methodologies for Founders43:40 Hiring a CRO: When & What to Look For -
In this episode, Andreas Munk Holm and Jeppe Høier sit down with Nicole LeBlanc, Partner at Woven Capital, the $800M growth-stage CVC fund backed by Toyota. They unpack what it takes to drive real strategic and financial outcomes in corporate venture — and what founders and GPs often get wrong when working with CVCs.
Nicole shares how Woven structures its global operations, works hand-in-hand with Toyota’s business units, and leverages a portfolio success team to shepherd startups through complex corporate dynamics. She also breaks down Woven’s investment logic, from hydrogen to lunar rovers — and why corporate alignment shouldn’t come at the cost of independence.
Here’s what’s covered:00:40 – The structure of Woven Capital & its relationship with Toyota03:00 – How Toyota Ventures (early-stage) and Woven (growth-stage) complement each other09:45 – Building internal bridges: the Portfolio Success team model13:15 – Toyota’s internal incentives (and the carrot vs. stick approach)15:10 – The CVC cultural challenge: Japan, US, and Europe21:40 – How to spot a “red flag” CVC as a founder31:30 – Toyota Open Labs: a new playbook for startup-corporate collaboration34:00 – Woven’s LP strategy: investing in funds for access, insight & geography39:00 – Learnings from fund investing: what CVC LPs need from GPs42:00 – Final advice for startups and corporates alike -
In this conversation, David Cruz e Silva sits down with Dario de Wet, Founding Partner of LTV Capital, a next-generation fund-of-funds reshaping the LP-GP landscape through intentional, hands-on support for emerging managers, especially in underserved and global markets.
Together, they unpack what it takes to stand out as an emerging VC manager today, how LP sentiment is shifting across continents, and why democratizing access to venture capital remains fraught with friction.
📣 Want to go beyond the podcast? Join us as a EUVC member and dive deeper with Dario de Wet in a Live LP AMA
Following his powerful podcast episode, Dario de Wet—Founding Partner at LTV Capital—is joining us live to continue the conversation with the EUVC community.
We’re bringing together top LPs actively investing in VC funds to unpack the realities of allocation strategy, fund selection, and how the global LP playbook is evolving, particularly for emerging managers in Europe and underserved markets.
🎤 Don’t Miss This AMA: LP Strategy with Dario de Wet
From sitting on the Ubuntu Foundation’s LP committee to running a hands-on, next-gen fund-of-funds, Dario brings rare insight into how LPs think, how narrative shapes outcomes, and what’s working (and not) across geographies.
Whether you’re raising your first fund or leading a fund-of-funds, this is your chance to:
✅ Ask your questions directly
✅ Learn how LPs assess GPs beyond the pitch
✅ Explore trends in co-investments, secondaries & cross-border allocations
This is the room to be in if you care about the future of venture capital investing—and the LPs who shape it.
📅 RSVP here for MEMBERS ONLY→ https://lu.ma/n9ugmx1c
Here’s what’s covered in the podcast:
03:10 Becoming the Best Emerging Manager: Intentional Positioning06:05 What LPs Actually Want: Archetypes, Risk & Regional Nuance09:30 The Ubuntu Foundation: Building Africa’s Emerging Managers12:45 US vs Europe: Why Dario Still Bets on Europe15:20 Strategic Value in Venture: More Than Just Capital18:35 The Power of Narrative: How Emerging Managers Stand Out26:30 The “1000 Funds” View: Pattern Recognition from UVC28:45 Strategic Sessions, GP Coaching & Market Signal Loops31:20 Should LPs Just Invest in the U.S.? Dario’s Response39:15 If You Made It This Far… The Real Secret to Success -
At the EUVC Summit, Will McQuillan of Frontline delivered a keynote that flipped the script on the increasingly popular narrative of Europe needing to "decouple" from the US. With data points, historical context, and a call to action, Will urged VCs and founders to resist isolationist instincts and double down on building global companies, despite rising geopolitical noise.
Rather than succumbing to isolationist trends, this talk urges the venture community to reclaim a global mindset, reminding us that the best companies are built across borders, not within them.
Whether you're in venture, policy, or portfolio support, this is your reminder that global ambition still matters—and it’s up to investors to make it possible.
Here’s what’s covered:00:50 US Revenue Reliance: A warning or a reality check?02:30 The Case Against Isolationism: Why Europe can’t afford to go it alone04:15 Historical Proof of Collaboration: From deep-sea cables to the Large Hadron Collider06:00 Policy vs Practice: Why builders must rise above political narratives08:10 VC’s Role in the Globalization Equation: Making international scale possible again -
Welcome to a new episode of the EUVC podcast, where 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.
This week, the trio dive into:
Why cyber preparedness is a growing boardroom concernThe overlooked fragility of Europe's energy systemsHow automation, AI, and policy are colliding in the UKEurope's capital gap—and the uncomfortable truth behind itPlus: OpenAI margins, startup resilience, and robotaxis in LondonHere’s what’s covered:
02:00 Cybercrime as a Macro Risk: Are We Sleepwalking into Crisis?06:10 Iberian Blackouts & Energy Fragility09:00 Immutable Ledgers, AI & Infrastructure Resilience11:15 UK’s £2B AI Action Plan: Where’s the Real Bravery?14:20 Nuclear Woes: The True Cost of Delay17:40 Marginal Cost Pricing & the Renewable Conundrum20:30 Tesla’s Robotaxi Vision & a $40K Price Tag22:00 Wave x Uber Deal: Level 4 Autonomy Comes to the UK24:00 Brexit’s AV Dividend? The UK Races Ahead of the EU26:30 Europe’s Capital Gap: Funding or Fundamentals?29:00 OpenAI’s Gross Margins & Startup Implications31:30 Incumbents Strike Back: Why Big Tech Moved Faster34:00 Startup Opportunity in the Next Wave of AI35:40 European vs. US Startup DNA: Who’s Built to Win?37:30 Final Thoughts & Condolences on Global Tragedies -
In this episode, Andreas Munk Holm is joined by Joe Seager-Dupuy and Mike Martin, General Partners at True Global, a £1B investment firm focused on consumer and retail, to explore how AI transforms how consumer businesses are built, scaled, and experienced.
They unpack why consumer AI is more than a buzzword - it's unlocking entirely new market categories, reshaping broken UX flows, and expanding the definition of addressable markets. From agentic software and hyper-personalized health stacks to defensibility through data, brand, and workflow, this episode offers a deep dive into how to build and invest at the intersection of frontier tech and human behavior.
Here’s what’s covered:07:27 Exploring Consumer AI Innovations14:47 Challenges and Opportunities in Consumer AI20:27 The Path to Agentic Business Models25:27 Building Optionality in AI Products26:23 Case Study: Superhuman's Agentic Email System28:10 The Velocity of AI Announcements31:10 Defensibility in Consumer AI39:15 AI's Impact on Consumer Company Operations43:07 The Disruption of Incumbents by AI Startups -
In this episode, Andreas Munk Holm and Jeppe Høier sit down with Zack Weisfeld, the founding force behind Intel Ignite (now Ignite Deep Tech), to explore the evolution of one of the most respected deep tech accelerators in the world. From reinventing how corporates engage with startups to pioneering a "co-founder as a service" model, Zack shares what it takes to build real bridges between enterprise and entrepreneurship.
Here’s what’s covered:
03:10 Why Intel Chose to Spin It Out—And How the Ecosystem Reacted06:15 The Three Pillars: Seed, Pre-Seed, and Ideation Programs08:00 What Most Corporate Accelerators Get Wrong11:40 Co-Founder as a Service: A New Model of Acceleration13:25 Why Corporate Mentorship Works When Done Right19:40 Lessons from 14 Years of Building Accelerators26:20 How Mentorship Creates Internal Champions30:15 Aligning Startup Success with Corporate Transformation35:10 Why Mental Health Support for Founders Is a Strategic Imperative -
In this special episode, we welcome back Patric Hellermann to dive deep into the concept of edge in venture capital. This isn't your average discussion on differentiation—it's a methodical breakdown of what creates enduring alpha for fund managers, grounded in Patric’s experience building Foundamental, a B2B-focused early-stage VC.
This episode is for anyone asking: How do I build an edge that scales? You’ll leave with answers rooted in practice, not theory.
Here’s what’s covered:
02:30 What Makes an Edge? Why Most VCs and LPs Struggle to Answer06:15 The 4 Steps of VC Value Creation: Sourcing, Picking, Winning, Managing12:45 What Founders Want: How to Make Yourself the First Call17:10 DPI Over Hype: Why Patrick Optimizes for Liquidity, Not Likes21:20 Empathy, Proximity & Pattern Recognition: What Most European Funds Get Wrong28:35 Pan-European Funds & the Pitfalls of “Routine-Free” Investing34:40 Why Distribution Beats Product: Lessons from Category Leaders41:25 Fund Design That Scales: GPs with Domain Depth Over Generalism53:30 Prioritization as a Superpower: How to Build With Focus1:00:45 National vs Global Champions: How LPs Think About Risk and Follow-On Capital - Mostra di più
