The Shifting Landscape of AI: Google vs. OpenAI and Anthropic

Welcome to a new episode of the EUVC podcast, where our good friends Dan Bowyer and Mads Jensen from SuperSeed, in discussion with Lomax Ward from Outsized Ventures and Andrew J. Scott, Founding Partner at 7percent Ventures, cover recent news and movements in the European tech landscape.Behind the headlines—wind implosions, deep tech dead ends, exit deserts, secondaries, and AI drama—lie seismic shifts that will define the trajectory of European startups and the capital that fuels them.Here’s what’s covered:

• 01:30 Europe’s Wind Sector in Crisis
• 05:12 Hornsea 4 Fallout & Government Accountability
• 10:24 The Collapse of Deep Tech Momentum in the UK
• 15:36 Public Sector Catastrophes: Fujitsu’s £12B Flop
• 20:48 UK-EU Youth Mobility Deal & Trade Strategy
• 26:00 Trump, IP Tariffs & Global Trade Disruption
• 31:12 RIA Funds & the Evolving VC Model
• 41:36 Secondary Markets in Venture
• 46:48 The AI Arms Race: OpenAI vs. Google
• 52:00 European Drone Unicorns & GovTech