VC | 477 | Jeremy Uzan on Chasing Pure Performance, Generalist VCs & Why Europe is Ready for Science-Driven Founders

EUVC

#Trading #Business #Entrepreneur #News #Tech News #European VC #Early Stage

24:10

Does your AI-based interface talk to customers the way a real person would or is it tech for tech’s sake? We are here at Forrester CX in Nashville, TN and hearing all about the latest insights and ideas for brands to create better experiences for their customers. Agility is less about bolting on new features just because the tech is available and more about making tomorrow’s experiences feel intuitive and natural to the end customer using them. Today we’re diving into designing for the future of experiences with AJ Joplin, Senior Analyst at Forrester. About AJ Joplin AJ is the lead analyst for Forrester’s research on experience design (XD), design organizations, and design leadership. Helping XD and customer experience (CX) leaders develop and deliver on research-based strategy is AJ’s professional passion. She has observed that the most effective organizations combine clear purpose with the right people and leverage systems to clarify decision-making, prioritization, and workflows. AJ also has years of workshop facilitation experience in human-centered design and design thinking. Using her professional coaching skills, AJ bring clients through ambiguity and into alignment on what matters and what’s next. Resources Forrester: https://www.forrester.com https://www.forrester.com Catch the future of e-commerce at eTail Boston, August 11-14, 2025. Register now: https://bit.ly/etailboston and use code PARTNER20 for 20% off for retailers and brands Don't Miss MAICON 2025, October 14-16 in Cleveland - the event bringing together the brights minds and leading voices in AI. Use Code AGILE150 for $150 off registration. Go here to register: https://bit.ly/agile150 " Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstrom Don't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.show Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company…

about a year ago 47:47

MP3•Episode home

In this episode, Andreas Munk Holm is joined by Jeremy Uzan, co-founder and GP at Singular, for a look at how a “plain vanilla” approach to venture—driven by deep founder focus and relentless performance orientation — can be a powerful advantage. Together, they unpack the mechanics behind Singular’s model, how the team stays agile without a rigid thesis, and what it means to create an empowering internal culture. Singular is an early-stage venture capital firm born in Europe, committed to empowering European founders with global ambitions across all sectors, from Seed to Series B, with a strong focus on Series A companies.Jeremy also shares his evolving views on European talent, the rise of Paris as a startup epicenter, and why he believes we’re only just beginning to unlock the entrepreneurial potential of Europe’s scientific minds.Here’s what’s covered:02:00 – Should Generalist VCs Still Exist in Europe?
07:10 – Fundraising Like a Founder: How LPs Backed Fund I and II
14:00 – Why Generalist Isn’t a Weakness—It’s Strategic
16:25 – Diversification vs. Focus: Squaring LP Needs with Performance
21:15 – Temporary Specialists: Sprinting Deep Into Sectors
24:20 – From Zero to One on Markets: Learning via Founders
27:15 – European Talent Post-COVID: What’s Changed
30:00 – Paris Joins the Core of the European Ecosystem
35:15 – The Rise of Science Entrepreneurs in Europe
39:00 – Why Bio is the Next Big Tech Frontier

520 episodes

VC | 477 | Jeremy Uzan on Chasing Pure Performance, Generalist VCs & Why Europe is Ready for Science-Driven Founders

EUVC

published about a year ago

MP3•Episode home

520 episodes

#Trading #Business #Entrepreneur #News #Tech News #European VC #Early Stage

All episodes

1
VC | E519 | Building Europe's Corporate VC Playbook (episode with Francesco Di Lorenzo) 30:36

8 hours ago30:36

30:36

Welcome to a new episode of the EUVC Podcast, where we bring you the people and perspectives shaping European venture. This time, we flip the mic: Jeppe Høier , normally the host, steps into the hot seat in a conversation with Francesco Di Lorenzo , Associate Professor of Strategy and Entrepreneurship at CBS and an expert on entrepreneurial and innovation strategy. In this episode, you’ll get the full backstory on Jeppe—from PwC to CFO at a pan-European fund, Heartcore Capital , to building Maersk’ s CVC arm, and now shaping Europe’s corporate VC landscape through the EU CVC podcast, newsletter, and summit. They dive deep into how corporate venture works (and fails), why the immune system metaphor holds true, and what’s needed to build an ecosystem across Europe that actually delivers. 🎯 This Podcast’s Themes: From finance to strategy: Jeppe’s journey into venture Why CVC is more organ transplant than M&A How to survive 3 CEOs—and why you must Fund of funds vs. direct investing: what’s trending in corporate venture Building Europe’s corporate VC community: podcast, masterclasses, summits Here’s what’s covered: 00:00 | From Interviews to the Interviewee: Jeppe in the spotlight 02:00 | Auditor Turned VC: From PwC to CFO of a pan-European fund 04:30 | The Maersk Years: Strategy, innovation, and the “immune system” 07:00 | Organ Transplant Theory: Why CVCs often get rejected 10:00 | Newsletter to Podcast: Building the EU CVC platform 12:00 | The European Vision: A fragmented but collaborative ecosystem 14:00 | Strategic vs Financial Tension: Why most corporates are confused 16:00 | Global Case Studies: TDK Ventures, Woven Capital, Maersk Growth 21:00 | The Pivot Playbook: Survive, evolve, stay relevant 23:30 | How to Do CVC Right: From metrics to mindset 25:00 | Fund of Funds 101: What corporates need to know 27:00 | Advice to MBAs: Learn the craft, love the long game Watch it here or add it to your episodes on Apple or Spotify 🎧. Chapters for easy navigation are available on the Spotify/Apple episode.…

1
VC | E518 | Julia Binder, Manuel Braun & Enrique Molina on Circularity as Strategy, Not Sustainability 44:01

1 day ago44:01

44:01

In this episode, Andreas Munk Holm sits down with Julia Binder (IMD), Manuel Braun (Impact Hub), and Enrique Molina (CircularCo) to unpack the evolving world of circular venture. They dive into why circularity should be viewed as a horizontal investment lens — not a niche — and how startups across materials, manufacturing, and infrastructure are already proving out scalable models. From textile dyeing to resale logistics and digital product passports, the group highlights how circularity intersects with every vertical and why now is the time for more GPs and LPs to get involved. Here’s what’s covered: 00:50 – “We don’t invest in dumb things”: The Pale Blue Dot mindset 02:30 – Why current supply chains reward harm — and how venture can reverse it 04:30 – Startups vs. corporates: Who’s best positioned to drive change? 07:40 – 5 monetizable circular business model archetypes 12:10 – What infra is needed to scale circularity? 15:00 – Real-world startups & back-end enablers in resale, reuse & track-and-trace 18:00 – Circularity: Horizontal lens or vertical category? 23:00 – Where capital is flowing: Startups, funds & LPs getting serious 26:00 – Hype cycles: AI ascendant, circularity under the radar 28:00 – Building ecosystems: Infrastructure, co-opetition, and collective voice 31:00 – Final call: Why everyone — from founders to family offices — must engage…

1
VC | E517 | Jacqueline van den Ende & Dougie Sloan on rewiring capital for climate impact and making everyday investors part of the solution 55:40

2 days ago55:40

55:40

Welcome to a new episode of the EUVC Impact Highlight, where we bring you the people and perspectives pushing the boundaries of purpose-driven venture. This week, August Solliv sits down with Dougie Sloan , Managing Director, Impact Venture at Better Society Capital , and Jacqueline van den Ende , Co-founder & CEO of Carbon Equity , to explore how we unlock billions for climate action by rethinking the very architecture of venture capital. Together, they dive into how Carbon Equity is turning everyday citizens into climate LPs, why “retail” doesn’t mean amateur, and how tech, transparency, and trust can finally bring impact investing to scale. This episode’s themes: Why climate finance is stuck—and how we build new pipes Reimagining access: giving more people a seat at the capital table The rise of the prosumer LP: conviction, education, and agency Bridging alpha and impact without trade-offs Redesigning private markets for participation at scale Here’s what’s covered: 00:30 Jacqueline’s journey: from traditional VC to climate capital rebel 02:15 The climate capital gap: why only 2% of VC goes to climate tech 03:45 Institutional capital vs. bold innovation: the trust mismatch 05:30 Rethinking “retail”: building for a sophisticated next-gen LP 07:00 Tech as an enabler: onboarding, transparency, and scale 08:45 What private market investors need (and don’t get today) 10:00 Productizing the LP experience: clarity, ownership, conviction 11:45 How Carbon Equity builds education into capital deployment 13:00 The vision: mobilizing the masses without dumbing things down 14:30 Impact with returns: challenging the trade-off fallacy 16:00 What’s next: tokenisation, retail regulation, and unlocking access…

1
VC | E516 | Founding with Focus: Why Italy’s VC Moment Is Now 1:00:23

3 days ago1:00:23

1:00:23

Welcome to a new episode of the EUVC podcast, where we connect and champion the voices shaping European venture. Today, we spotlight Lorenzo Franzi , Founding Partner at the Italian Founders Fund , to explore how a new generation of fund managers is reshaping Italy's startup landscape—and why deep empathy, focused strategy, and intentional market building are the foundation. Lorenzo opens up about his journey from angel investor to institutional VC, shares insights on navigating Italy’s regulatory landscape, and explains why now is the time to believe in the Italian opportunity. Here's what's covered: 02:00 Why Fund Strategy Starts With Empathy: How Lorenzo’s unique experience grounds his founder-first approach 05:15 The Thesis of Italian Founders Fund: A triad of Italy, diaspora, and inbound startups 08:10 Why There Are No Small Funds in Italy: Structural barriers and the missing middle 12:44 Data-Driven Support at Scale: Building productized VC operations 16:02 Market Maturation: Applying Foundamental's venture framework to Italy 19:00 Building an Edge through Focus: A concentrated portfolio with proximity-driven value 22:30 From Angels to Institutions: What the Italian startup scene needs next 25:50 Forget Unicorn Chasing: Why the alpha strategy matters more at pre-seed 28:40 Is Now the Time to Back Italy? Lorenzo’s bet and what makes it different 30:18 Ecosystem Building Through Visibility: Why global VCs must come meet local founders…

1
VC | E515 | This Week in European Tech with Dan, Mads & Lomax 1:09:30

4 days ago1:09:30

1:09:30

Welcome back to another episode of the EUVC Podcast, your trusted inside track on the people, deals, and dynamics shaping European venture. This week, 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. They sit down to break down the two sides of the IPO market: the soaring optimism behind Figma’s public debut — and the deep freeze that’s hit London listings harder than at any time since before the dot-com crash. They also unpack what Figma’s $730M paper loss means, how vertical AI is the next generation of SaaS, and what the UK must fix to stand a chance in the global listings race. If you’re investing, building, or just trying to make sense of the markets this summer — this one’s for you. Here’s what’s covered 02:30 | AI infra’s moment & CoreWeave hype Why infra plays like CoreWeave and Circle have the market buzzing — but vertical AI is where the next SaaS returns lie. 04:50 | Figma’s $730M paper loss explained Mad breaks down the headline figure, the failed Adobe deal, the FTC veto, and why this IPO is about fundamentals — not hype. 08:20 | Tender offer drama & employee morale How Figma’s $20B exit fizzled — and the May 2024 tender to keep teams motivated ahead of listing. 12:00 | Figma as a bellwether for design & vertical AI Why product-led SaaS is shifting toward deep vertical AI workflows — and what that means for investors. 15:45 | London: the slowest IPO H1 in nearly 30 years Counter to the US’s $9B+ haul in 12 deals, London managed just $160M across five listings. A brutal gap. 18:10 | Worse than dot-com. Worse than ‘08. Dan & Mad put the numbers in perspective: this is the weakest stretch since before many listeners were born. 26:15 | Dual-class shares & free float: too little too late? Why tweaking share classes & float minimums is more copy-paste than innovation — and not the real fix. 35:20 | The ESG paradox & listing tension Where does London’s ESG edge help — and where does it push big companies abroad? 40:15 | US vs UK capital markets: talent, trust & scale Why founders and funds still flock to New York — and the structural advantages London must address. 44:30 | Can London fight back? What would it actually take to make London relevant again for growth listings? Dan’s realist take. 50:00 | Lessons from Figma for founders Why strong fundamentals still matter — and how the tender saga shows the cost of employee trust. 55:00 | The vertical AI playbook: Europe’s edge? Where Europe’s sector expertise might win if it can get capital markets working again.…

1
VC | E514 | Exceptional Ventures’ Matt Cooper & Paolo Pio on Fixing HealthTech’s Hype Problem 51:15

5 days ago51:15

51:15

In this episode, Andreas Munk Holm talks with Paolo Pio and Matt Cooper, Founding Partners of Exceptional Ventures , to unpack their mission-driven approach to health and wellness investing. They dive into “Joyspan®”, their unique investment thesis which centres on a personal balance between health and happiness, and the growing need to separate science from hype in health tech. Here’s what’s covered: 02:53 Paolo Pio's Journey to Venture Capital 05:52 Matt Cooper's Accidental Path to VC 14:57 Unique Positioning in the Venture Ecosystem 17:46 The Importance of Entrepreneurial Integrity 20:55 Navigating the European Venture Landscape 24:08 Investment Strategies and Value Creation 28:03 Developing Future Leaders in Venture Capital 31:01 The Mission of Joyspan®: Health, Wellbeing, and Happiness 36:34 Integrating Health and Joyspan® into Venture Capital 40:27 Separating Science from Fiction in Health Tech…

1
VC | E513 | Rich Ashton on Backing AdTech’s Trillion Dollar Niche with FirstPartyCapital 29:22

6 days ago29:22

29:22

In this episode, Andreas Munk Holm sits down with Rich Ashton to unpack the unique thesis behind FirstPartyCapital , a specialist VC fund backing early-stage founders in the global AdTech and MarTech sector. Rich explores why this trillion-dollar industry has remained overlooked by mainstream VC, what it takes to be a successful investor in the complex ad ecosystem, and why FirstPartyCapital's massive LP network and deep expertise are enabling them to lead the charge. Here’s what’s covered: 04:07 Why AdTech is the Trillion Dollar Niche 11:51 The Facebook & Google Dominance Myth 12:22 Case Studies: Trade Desk, AppLovin, Lumen 14:17 Why Most Funds Miss the AdTech Opportunity 15:38 DOJ vs Google, and the Breakup Implications 17:20 AI & the Future of Attention 24:37 Why First Party Capital is Uniquely Positioned 26:27 From Fund to Syndicate, Studio, and Lending 28:54 Portfolio Highlights: Lumen, Bedrock, Pixels 31:22 Fund II: Now Raising, Backed by Strategic LPs…

1
VC | E512 | Riding First Tracks: Circularity, Purpose & Leading Beyond Hierarchy 42:41

7 days ago42:41

42:41

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 Oliver Brunschwiler , purpose-driven entrepreneur, former pro snowboarder, and longtime systems thinker, along with Enrique Molina from Chi Impact Capital , co-hosting this deep dive into what it means to lead with purpose, design for circularity, and build organizations that reinvent themselves from the inside out. Oliver’s journey goes from first tracks on fresh powder to first tracks in organizational design—helping companies ditch rigid hierarchies for role-based, purpose-led systems. Enrique brings the investor lens, showing how these principles translate into impact capital and portfolio building today. In this episode, they break down how circularity is moving from hype to hard reality, why trust and leadership still matter in the most “self-organizing” teams, and how the best founders navigate the tension between market dips and mission-driven staying power. This Episode’s Themes: Holacracy, role-based teams & why leadership still matters Circularity’s gap phase—and what’s quietly thriving Industrial impact: batteries, PET, and supply chains redesigned Policy tailwinds: how the EU is making circular the new norm First tracks mindset: from snowboarding to systems change Here’s what’s covered: 00:00 | From pro snowboarding to purpose-driven business 02:00 | Sports, freedom & the roots of Oliver’s entrepreneurial DNA 04:30 | The value of pushing limits—on boards and in boardrooms 08:00 | Holacracy & new work: why “no boss” usually fails 12:00 | Purpose is boss: role-based systems done right 15:00 | AI, agents & managing the unmanageable—what changes, what doesn’t 19:00 | When people don’t want ownership—why clear leadership stays vital 20:00 | Circularity: beyond the hype cycle and into tough reality 24:00 | Surviving the stock dip: founders reconciling mission and market 28:00 | Industrial scale impact: batteries, chemical recycling & what’s next 32:00 | Where Oliver sees big opportunities now (food, upcycling, building) 36:00 | Corporates, supply chains & Fairphone as a case in point 40:00 | The EU Green Deal, Right to Repair & why policy matters 44:00 | Final thoughts: trust the purpose, ride the dip, build the system…

1
VC | E511 | EUVC Summit: Lessons from Building Index with Bernard Dalle & Thomas Kristensen, LGT Capital Partners 22:23

8 days ago22:23

22:23

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 CVs 02:20 Long-Term Talent Playbooks: Junior hires, long runway, big impact 03:50 Under-hiring on Purpose: Why Index rarely hired GPs straight out 05:10 The Operations Edge: Building support teams early pays dividends 07:00 The Index Blueprint: Early days with David, Pascal, and a deep ops bench 08:30 Institutional Memory: Capturing partner insights across the portfolio…

1
VC | E510 | Emma Steele & Emily Trant on building ventures where profit and purpose scale together 51:24

9 days ago51:24

51:24

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 venture Building scalable impact and sustainable returns How to think about charity vs commercial models Why intent and design matter more than labels How impact boards can go wrong—and how to make them work Here’s what’s covered: 00:00 | Meet Emma & Emily: Impact VC meets operating at scale 02:30 | What Is “Impact” Anyway? And why Ascension never used the label 06:15 | Wagestream’s Model: Serving those who can’t pay—at scale 10:00 | Market Failures & Margin Models: Why commercial still wins 13:00 | Data That Matters: From savings behavior to sleep quality 17:00 | Charity vs Commercial: The tension no one likes to talk about 20:15 | Impact Boards: How to make them useful (hint: be honest) 24:30 | The Venture Fit: Why scale and impact aren’t opposites 28:00 | Calling Future Founders: Be intentional from day one…

1
VC | E509 | This Week in European Tech with Dan, Mads & Lomax 53:46

11 days ago53:46

53:46

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, Ukraine Why defense is back—and what it means for VCs Europe’s space ambitions and what the ESA’s new satellite project signals China’s trade plays and Europe’s rare earths vulnerability AI, IPOs, and why founders might want to stay private longer Surgical robots, ambient AI, and who’s building the future of healthcare Plus: Daniel Ek gets flak, SPACs sneak back, and why VCs are speed-running $15B deals in one week Here’s what’s covered: 02:00 | War & Markets: Iran, Israel, oil prices & the Bank of England holds steady 06:00 | Defense Budgets: Why Europe is (finally) spending 10:00 | VC Taboo: Why investing in weapons gets complicated fast 15:00 | EIF Restrictions: Sex, gambling, and no defense 20:00 | The Rise of Helsing: Europe’s $12B defense unicorn 24:00 | Strategic Autonomy: Europe’s new military satellite constellation 30:00 | ESA vs Starlink: Earth observation gets serious 34:00 | China, Trade Wars & Rare Earths: Why Europe’s exposed 40:00 | EU-US Tariffs & Trump’s Pharma Threat 42:00 | IPO Boom: Chime, Circle, and the SPAC comeback 47:00 | CMR Surgical: UK’s $4B robot exit—is that enough? 53:00 | Lessons from Intuitive Surgical & deeptech M&A 56:00 | Deal of the Week: Nabla’s AI for clinicians, Helsing’s big swing, and Scale AI’s lightning-fast cash 1:02:00 | Founders in Government: Alex DePledge & Matt Clifford’s impact 1:05:00 | Meta’s AI Transfers: Zuck goes full football transfer window…

1
VC | E508 | Betting on Better Humans: Inside Exceptional Ventures’ Health & Longevity Playbook 50:40

11 days ago50:40

50:40

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 investment How personalized, continuous monitoring unlocks true wellness The 4-pillared thesis: prevention, early detection, smarter care & delivery Lessons from Fund I: 3,600 companies reviewed → 37 investments The case for “high-volume VC” in Europe: why more bets matter From sleep hygiene to nanobots: the future of health innovation Community, LPs, and morning workouts at SuperVenture Here’s what’s covered: 01:00 | The Mission: Improving the human joy path through health & longevity 03:00 | Why Now: Obesity, metabolic health & the need for smarter prevention 05:00 | The Four Pillars: Sleep, exercise, early detection & delivery innovation 08:00 | Exceptional’s Model: Fund I learnings, Fund II targets, Fund III ambitions 10:00 | The Volume Bet: Why Europe needs funds backing 50+ startups per cycle 12:00 | Sourcing & Screening: From 3,600 companies to 37 portfolio bets 15:00 | Backing Founders on the Edge: From glucose monitoring to rural US clinics 18:00 | The Big Vision: 200+ founders backed, 30,000+ community members 21:00 | Big LP Names & Co-Investors: How the wider venture stack leans in 24:00 | Why Community Matters: The morning workouts, the events, the energy 27:00 | Longevity & Fund IV: Why the best is still ahead…

1
SV | E507 | Björn Tremmerie, European Investment Fund — Tech Sovereignty, DPI Realities & Europe’s Venture Evolution 18:37

12 days ago18:37

18:37

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 Energy 01:02 The Mood in Market: Storms, Maturity & Resilience 03:04 What Makes This Moment in Venture a Real Opportunity 03:31 Recap of Björn’s Panel with Joe from Isomer 05:15 DPI Truths: The Top 50 Funds & A Look Back to 2017 06:04 Defense Tech & Dual-Use: What EIF Will (and Won’t) Fund 09:34 Sovereignty ≠ Isolation: The Real Role of the EIF 11:00 Later-Stage Funding Gaps & Europe’s Infrastructure Problem 12:36 Satellites, SpaceX & European Strategic Dependencies 14:14 Learnings From 25+ Years in the Game 15:01 Philosophical, But Practical: What VC Responsibility Means 16:17 A Clear Statement on Openness, Not Isolation…

1
SV | E506 | Andre de Haes, Backed VC — Building the Davos for Founders, Redefining VC Edge & Embracing Authenticity 18:35

13 days ago18:35

18:35

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 differentiation LPs trying to evaluate durable edge in a saturated VC market Founders deciding what kind of capital partner they want long-term Here what’s covered: 00:00 Who is Andre de Haes & What is Backed VC? 00:32 Frontier Tech Focus: Fintech, Bio, and Manufacturing Software 01:30 Why Community is a Core Offering—Not a Side Show 02:15 Behind the Scenes: The SuperVenture Speaker Dinner & Rooftop Surprise 04:00 Playing the Long Game: Trust Built Over 20-Year Cycles 05:08 Stage Preview: What it Means to Build VC Edge 07:50 Advice for LPs on Identifying Real Differentiation 10:50 Biggest Learnings: Humility, Leverage & Contrarian Courage 15:00 Investing at the Frontier: Computational Bio, Optics & Non-Invasive Brain Tech 16:00 What Munger & Buffett Teach Us About Capital Efficiency in VC…

1
SV | E504 | Jan Miczaika, Partner at HV Capital — ESG, Defense, and Deep Tech from a Pan-European Heavyweight 15:58

14 days ago15:58