Welcome back to another episode of Upside at the EUVC Podcast, where Dan Bowyer, Mads Jensen of SuperSeed, and Lomax Ward of Outsized Ventures unpack the headlines reshaping European venture.
This week, the trio dives into the UK’s blink-and-you-miss-it exit tax, China’s rising open-source AI threat, hyperscaler accounting drama courtesy of Michael Burry, Europe’s supply-chain vulnerabilities — and why kill switches might soon matter as much as CapEx.
Here's what's covered:
- 08:42 The enterprise AI “nothingburger”: why progress is slower than adoption claims.
- 10:31 Nexperia: Europe’s dependence on Chinese chip packaging exposed.
- 11:55 The four–six week fragility window in Europe’s automotive supply chain.
- 13:47 EU formalises 5G vendor bans — the €3B Huawei/ZTE rip-out begins.
- 17:12 Dan vs. Alex Karp: “word salad” or visionary govtech architect?
- 20:34 Palantir’s privacy architecture: why governments keep choosing them.
- 23:28 Markets wobble: Nvidia leads the downturn; Apple stands alone.
- 28:14 Hyperscalers’ depreciation trick: why Michael Burry calls fiction.
- 35:12 Anthropic cyber incident: Claude “jailbroken” via social engineering.
- 38:27 Chinese kill switches in European buses — and what comes next.
