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- Today36 min
Building the world's 'thinnest' battery out of Europe
Batteries do not just power products anymore. They shape what products can be built.In this episode, Andreas Munk Holm speaks with Michael Brehm and Mohamed Foulser from Redstone alongside Moritz H. Futscher, CEO and Co-Founder of BTRY, about why the next wave of battery innovation is not about bigger battery packs but entirely new form factors.BTRY is a Swiss battery startup developing an ultra-thin, foldable solid-state battery designed for IoT, medtech and consumer electronics. Founded in 2023 as an Empa and ETH Zürich spin-off, the company is building a new category of batteries aimed at enabling products that previously were not possible.The discussion covers Europe’s industrial opportunity in batteries, the importance of scalable manufacturing, overlooked opportunities in embedded electronics and why the future of hardware may make batteries effectively disappear.Key highlightsWhy battery innovation is shifting from chemistry to product design and manufacturingHow BTRY is creating a new category of ultra-thin batteriesWhy scalability matters more than lab breakthroughs in deep techEurope’s opportunity to build globally competitive battery companiesWhat embedded batteries could unlock across wearables, sensors and medtechTimestamps Why batteries still limit innovation The overlooked opportunity in sub-1Ah batteries Rebuilding battery manufacturing from scratch What foldable batteries could enable Smart labels, sensors and embedded devices Why scaling production is the real challenge Can Europe compete in batteries? The future of ultra-thin battery-powered productsSubscribe to EUVC, the home of European tech, for more insights.
- 5 days ago47 min
What happens when AI agents become customers?
What changes when AI agents can transact on their own?Andreas Munk Holm speaks with Viggo Stenseth, CEO and Co-Founder of SolvaPay, alongside Redstone General Partners Samuli Sirén and Mickaël Bellaïche, about building payment infrastructure for the agentic economy.The conversation explores agent-to-agent transactions, usage-based billing, protocol interoperability, regulatory moats and why existing payment rails may not be designed for AI-native commerce.Key highlightsWhy AI agents need payment infrastructure built for agentic commerceHow businesses can monetise APIs, datasets and digital services used by agentsWhy SolvaPay plugs into existing financial rails rather than bypassing themThe “battle of protocols” across agent marketplaces and ecosystemsWhy regulation, licensing and identity matter in agentic paymentsTimestamps Why payments are blocking the agentic economy What SolvaPay is building Why customers already want agent-to-agent transactions Existing financial rails versus crypto-native approaches The “battle of protocols” and AI marketplaces Redstone on why agentic payments are real Why Redstone invested before traction existed Can SolvaPay become the Stripe for AI agents? Why incumbents may struggle to adapt Building long term versus building for exit Does the world need an agentic bank?Subscribe to EUVC, the home of European tech, for more insights: https://www.eu.vc/subscribe
- 6 days ago48 min
Ro Gupta, Woven Capital: How Toyota uses corporate venture to win in AI and robotics
Most corporates struggle to move fast enough for AI and robotics. Toyota’s answer is corporate venture.In this episode, Andreas Munk Holm and Jeppe Høier speak with Ro Gupta, CEO and Managing Director of Woven Capital, Toyota’s growth-stage venture fund focused on mobility, AI, automation and climate technology.They discuss how Toyota uses CVC to identify frontier technologies, work with startups and think decades ahead.Ro shares how Woven Capital functions as agile “speedboats” around Toyota’s industrial “supertanker”, scanning for strategic opportunities across AI, robotics, mobility, manufacturing and infrastructure.HighlightsWhy Toyota invests through both “inside-out” and “outside-in” modelsHow Woven evaluates AI, robotics and the future of labourWhy strategic engagement matters more than passive investingHow Toyota balances long-term thinking with venture-speed executionWhy Europe is becoming increasingly important for Toyota’s innovation strategyTimestamps Ro Gupta’s founder background and move into Toyota Startup operators vs corporate insiders in CVC Toyota’s multi-fund venture strategy The “supertanker and speedboats” framework AI hype cycles and long-term industrial strategy AI, robotics and advanced manufacturing themes What Woven Capital looks for in startups What founders expect from CVC investors How Woven collaborates with traditional VCs Europe’s role in Toyota’s future strategy Toyota’s next 100-year opportunity The “build, move and connect” frameworkSubscribe to EUVC, the home of European tech, for more insights: https://www.eu.vc/subscribe
- 1 weeks ago44 min
Episode #1: Consumer Tech Napkin | Fundraising & Benchmarks in Consumer Tech
What actually gets a consumer company funded in Europe? Fewer things than most founders think.This is one of the questions the first episode of Consumer Tech Napkin explores, with Andreas Munk Holm joined by Sameer Singh (Partner with Speedinvest's Marketplaces and Consumer team), Susan Lin (Partner and Investor at Felix Capital) and Joe Seager-Dupuy (Director, Investment at True).The conversation covers engagement as the real leading indicator, why a decade of cheap capital let weak products hide behind paid acquisition, what behavioural signals actually move investors and why AI is not the defensibility play most founders assume it is.If you're building consumer, this one's worth your time.Key highlightsEngagement is the strongest signal in consumer software, not monetisationGrowth can hide weak businesses when retention and organic acquisition are missingAI alone is not a moat and thin wrappers are easy to replicateConsumer is underfunded in Europe despite producing many of its biggest outcomesBlitzscaling only works when companies already have defensibilityTimestamps What actually gets a consumer company funded in Europe? Why AI is not a platform shift Thin AI wrappers and defensibility in consumer software AI-enabled consumer opportunities in health, therapy and financial services What investors actually look for in consumer startups Why engagement is the strongest signal that something is working Why behaviour matters more than surveys or narratives Why consumer remains underweight in European venture Marginal costs, pricing power and scalable business models Why blitzscaling only works when companies already have a moat Paid acquisition, defensibility and sustainable growth Felix Capital’s consumer investing scorecardSubscribe to EUVC, the home of European tech, for more insights: https://www.eu.vc/subscribe
- 1 weeks ago58 min
This Week in European Tech: Anthropic’s rise, China’s AI push and Europe’s tech dilemma
This week on This Week in European Tech, Mads Jensen of SuperSeed, Lomax Ward of Outsized Ventures and Andrew J Scott of 7percent Ventures discuss Arm’s AI pivot, Spotify earnings and Anthropic’s explosive growth. The conversation also covers the EU’s clash with Meta, ASML’s semiconductor moat, UK fusion ambitions and SAP’s €1 billion acquisition of Prior Labs.Key highlightsWhy AI may be shifting demand back towards CPUsAnthropic’s explosive growth, cloud spending and IPO speculationThe debate around AI safety, regulation and national securityASML’s semiconductor dominance and China’s AI workaroundsWhy energy infrastructure and industrial policy matter for AITimestamps Intro and this week’s themes Arm and Spotify earnings reactions Arm’s shift from licensing to AI CPUs Agentic AI and rising CPU demand Anthropic growth, cloud spending and valuation speculation Enterprise AI implementation and PE-backed AI services AI safety, regulation and national security debates The EU’s clash with Meta over AI access in WhatsApp ASML, semiconductor infrastructure and China’s catch-up efforts UK fusion ambitions and strategic industrial policy SAP acquires Prior Labs for €1 billionSubscribe to EUVC, the home of European tech, for more insights: https://www.eu.vc/subscribe
- 1 weeks ago39 min
Julien Fredonie, Honda Xcelerator Ventures: Europe isn’t fragmented. It’s a deep tech circuit board.
Europe isn’t a collection of isolated hubs. It’s an interconnected system where talent, capital and industry come together to build deep tech.That's the perspective Julien Fredonie, Program Lead for Europe and Africa at Honda Xcelerator Ventures, shared on our latest episode hosted by Andreas Munk Holm and Jeppe Høier. They spoke about why Europe’s deep tech moment is real, how the pipeline of founders is improving and why corporates are key to scaling hardware innovation.They also explore the rise of specialised investors and where CVCs still get team evaluation wrong.Key highlightsEurope’s deep tech moment is structural, not hypeGlobal investors have shifted from doubt to active allocationFounder quality is rising through education and support systemsCVCs are critical to scaling deep tech companiesCVCs miss critical signals when evaluating deep tech teamsTimestamps Europe as a deep tech “mesh”, not fragmented Julien’s role and investment scope at Honda Xcelerator Ventures Why Europe’s deep tech moment is happening now Education strength and rise of deep tech founders Team composition: diversity and complementarity New generation of deep tech GPs and hardware expertise The role of CVCs in scaling deep tech Team blind spots and founder evolution over 10+ yearsSubscribe to EUVC, the home of European tech, for more insights: https://www.eu.vc/subscribe
- 2 weeks ago46 min
AI Is Hitting Constraints: Memory, Power and Geopolitics
AI demand is surging, but infrastructure is the constraint, with memory now the key bottleneck.In this episode of This Week in European Tech, Dan Bowyer and Mads Jensen of SuperSeed explore a range of topics such as AI constraints, Big Tech earnings, monetisation, geopolitics, Europe’s position, and what capital flows into AI labs and SpaceX signal about what comes next.Key highlightsAI growth is constrained by memory and infrastructureMonetisation is accelerating as models use more tokens and cost moreAI is a geopolitical battleground, with control over talent and IPEurope shows momentum, but regulation could hold companies backPerformance gains are increasingly driven by application scaffoldingTimestamps Introduction and opening headlines Big Tech earnings, cloud growth and AI demand Memory as the emerging AI bottleneck Frontier labs, Musk vs Altman and Manus US–China dynamics and export controls Ineffable, Recursive and Europe’s AI push Frontier model releases and AI monetisation SpaceX IPO, valuation and space compute EU AI Act and UK AI strategy Energy and infrastructure constraints Predictions and deals of the weekSubscribe to EUVC, the home of European tech, for more insights: https://www.eu.vc/subscribe
- 3 weeks ago40 min
Andy Leaver, Arqit: AI Isn’t the Disruption Yet. Quantum Unlocks What Comes Next
AI is impressive, but not yet world-changing. The real shift comes next with quantum computing.In this EUVC episode, Andreas Munk Holm speaks with Andy Leaver, CEO of Arqit and Operating Partner at Notion Capital. They discuss why many European startups struggle to scale beyond €10 million to €30 million, why enterprise AI adoption remains experimental rather than immediate, and how quantum computing is set to redefine security and infrastructure. The conversation also covers data sovereignty and the growing risk of “harvest now, decrypt later”.Key highlightsMost startups fail scaling from €10M to €30MAI is impressive, but not yet world-changingEnterprises are slow to adopt AI despite the hypeQuantum could break current encryptionThe real breakthrough is AI + quantum combinedTimestamps Intro and Andy Leaver’s background Scaling lessons and the €10M to €30M challenge AI and SaaS: are the rules really changing? Enterprise AI adoption and experimental phase Shadow AI and enterprise risk Security, data sovereignty, and quantum threats AI today vs AI + quantum future Investing in quantum and the one-person billion-dollar company ideaSubscribe to EUVC, the home of European tech, for more insights: https://www.eu.vc/subscribe
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About EUVC
EUVC is your go-to podcast for everything European VC. Co-hosted by Andreas Munk Holm and David Cruz e Silva, EUVC features some of the most prominent people from the European VC industry, giving you a fresh new perspective on the industry and geo we love. Follow us and stay in the loop with everything European VC on eu.vc
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