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VC | E498 | Sebastian von Ribbentrop & Dr. Daniel Carew on Join Capital and Europe’s Strategic Defense Frontier

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Manage episode 489820403 series 2968392
Content provided by The European VC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The European VC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In this episode, Andreas Munk Holm, Dr. Daniel Carew, and Sebastian von Ribbentrop discuss the critical importance of defense and strategic technologies in Europe. They explore Join Capital's investment thesis, the complexities of dual-use technology, and the intersection of technology, defense, and geopolitics. The conversation also touches on the impact of the Ukraine conflict on European defense strategies and the evolving landscape of venture capital investment in this sector.
Here’s what’s covered:
  • 18:55 The Evolution of Join Capital's Investment Thesis
  • 24:01 Understanding Dual-Use Technology in Defense
  • 28:49 Navigating the Commercial and Defense Markets
  • 34:01 The Role of Geopolitics in Defense Investments
  • 38:09 Geopolitics and Personal Connections
  • 41:29 Complexity of European Defense and Innovation
  • 45:10 The Shift in Global Power Dynamics
  • 48:06 Defense Washing vs. Genuine Innovation
  • 52:55 Investment Strategies in a Changing Landscape
  • 59:47 The Future of Defense Post-Ukraine Conflict
  continue reading

502 episodes

Artwork
iconShare
 
Manage episode 489820403 series 2968392
Content provided by The European VC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The European VC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In this episode, Andreas Munk Holm, Dr. Daniel Carew, and Sebastian von Ribbentrop discuss the critical importance of defense and strategic technologies in Europe. They explore Join Capital's investment thesis, the complexities of dual-use technology, and the intersection of technology, defense, and geopolitics. The conversation also touches on the impact of the Ukraine conflict on European defense strategies and the evolving landscape of venture capital investment in this sector.
Here’s what’s covered:
  • 18:55 The Evolution of Join Capital's Investment Thesis
  • 24:01 Understanding Dual-Use Technology in Defense
  • 28:49 Navigating the Commercial and Defense Markets
  • 34:01 The Role of Geopolitics in Defense Investments
  • 38:09 Geopolitics and Personal Connections
  • 41:29 Complexity of European Defense and Innovation
  • 45:10 The Shift in Global Power Dynamics
  • 48:06 Defense Washing vs. Genuine Innovation
  • 52:55 Investment Strategies in a Changing Landscape
  • 59:47 The Future of Defense Post-Ukraine Conflict
  continue reading

502 episodes

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