AI, Copyright, and Defense Innovation in the UK

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 Europe’s fiscal firepower could be its unfair advantage
• The growing exodus of IPOs from the UK to the US
• Strategic defense investment—can the UK move the needle?
• How AI and capital markets are colliding
• And yes, we close on psychedelics and patient-first biotech breakthroughs

Here's what’s covered:

02:15 Europe’s Fiscal Advantage: Why Better Balance Sheets Matter for Innovation
07:00 The Return of Low Rates: What It Means for Startups
11:20 London vs. New York: The IPO Drain
17:00 Why Capital Leaves: Liquidity, Coverage & the Search for Growth
21:30 Rebuilding the UK Market: The Case for LP Allocation Reform
25:50 Beyond IPOs: The Full-Stack Capital Problem
30:40 AI and Lawsuits: Welcome to the New Frontier
33:10 Defense Tech Heats Up: Drones, AI & Strategic Capital
38:40 Can the UK Compete? Global Arms Races & National Reviews
42:30 Liquid Biopsies & Healthcare Breakthroughs
46:20 NHS Efficiency Crisis: More Money, Worse Outcomes
50:30 Psychedelics on the Edge: Awaiting the Data Drop