China's AI Surge and Europe's Response

Welcome back to another episode of the EUVC Podcast, your trusted inside track on the people, deals, and dynamics shaping European venture.

This week,

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They dive into the EU’s latest corporate structure reforms, the battle with resistant notaries, and the implications for startup formation and cross-border investing. Then it’s onto LLM innovation in China, valuation exuberance in AI, and the strategic shifts in capital allocation. The group finishes by zooming out on macro policy, sovereignty debates, and a cautious optimism for European tech.

Whether you’re an investor, founder, or policymaker trying to navigate Europe’s choppy regulatory waters — this one’s for you.

Here’s what’s covered

• 02:00 | Startup law, friction, and EU Inc.
• 06:30 | The SAFE envy
• 09:30 | Founders as fund managers — and vice versa
• 12:00 | From Pink Floyd to trillion-parameter models
• 17:30 | Capital efficiency and compute arbitrage
• 21:00 | UK startup ecosystem: a shadow of its former self?
• 25:00 | Fundraising cycles and trapped capital
• 28:00 | D2C health — a comeback?
• 31:00 | Crypto week in Europe?
• 35:00 | Macro clouds and haven-hunting