EUVC VC | E482 | This Week in European Tech with Dan Bowyer, Mads Jensen, and Lomax Ward
Jun 2, 2025
In this discussion, the hosts delve into the impact of tariffs and trade wars on European startups, revealing the tension in EU-US economic relations. They explore the EU's sluggish startup strategy and ambitions for Munich to emerge as a deep tech capital. The conversation shifts to major players in AI like Google and Anthropic, and the fast-paced advancements reshaping the market. With a sprinkle of sarcasm, they also touch on the paradox of boring legal tech and the significance of traditional solutions. It's a mix of macro insights and micro startup survival tactics!
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Episode notes
US-EU Trade Complexity
- The US-EU trading relationship is massive but lacks a comprehensive trade deal due to regulatory divergences and subsidy wars.
- Harmonizing standards could greatly ease startups' cross-border business, especially for hardware and regulated products.
Tariffs' Macro Impact on Startups
- Tariffs will likely persist and add to US inflation, affecting interest rates and investment environment.
- This macro uncertainty impacts startup funding, exits, and market liquidity significantly.
Equity-Bond Market Divergence
- Stock markets are optimistic due to AI potential despite fiscal and geopolitical risks.
- Bond markets are cautious, showing a fundamental split in how investors view the economy.