In this episode,
Dan Bowyer, Lomax, and
Mads Jensen reunite to talk about the stories behind the headlines - Trump’s tariffs, EU’s sluggish startup strategy, the Anthropic surge, and why Europe’s hardware design hopes might rest on Munich.
From missiles interrupting pool time in Tel Aviv to Nvidia’s record-breaking quarter, the crew tackles everything from macro trade wars to micro founder incentives—plus a healthy dose of sarcasm, realpolitik, and startup survival.
Here’s what’s covered:
04:30 Tariffs, trade wars & what it means for European startups
08:15 Harmonization vs. regulation: Why EU/US divergence matters
10:55 Tariffs & inflation: Why macro still rules the game
13:10 The public/private schism and bond market dismay
21:45 The EU startup plan: blue carpets, unicorn labs & old ideas
26:00 Talent, tax & the fight for Europe's future founders
29:30 Why Munich might be Europe’s next deep tech capital
31:00 Big tech flexes: Google, Anthropic, and the return of hardware
35:00 Vibe coding & SaaS disruption: The new normal?
41:00 AI agents, Nvidia blowouts, and the pace of change
45:20 Deal of the Week: Brightflag exits for $425M
57:00 Why the crew skipped SuperVenture to actually build stuff
