EUVC VC | E488 | This Week in European Tech with Dan, Mads & Lomax
Jun 9, 2025
The hosts explore Europe's fiscal strength as a potential advantage in the face of macroeconomic pressures. They discuss the exodus of IPOs from the UK to the US and the challenges startups face in accessing capital. The conversation shifts to innovative defense investments, AI's legal dilemmas, and advances in healthcare, including non-invasive cancer testing. The episode wraps up with a look at psychedelics' role in mental health treatment and highlights significant funding milestones, including Grammarly's impressive billion-dollar round.
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Europe's Fiscal Advantage
- The EU's better fiscal position compared to the US offers a strategic investment advantage.
- This advantage can be leveraged to boost sectors like defense, energy, and AI infrastructure.
UK IPO Drain to US
- The US public capital market vastly outmatches the UK's market in size and liquidity.
- This causes UK companies to move their primary listings to the US for better funding access and market exposure.
Limits of Private Market Trading
- Attempts to create public-like trading in private stocks (e.g., Pisces) fail to replicate true public market benefits.
- Private and public markets serve fundamentally different functions, requiring separate regulatory frameworks.