E548 | Carlos Moreira da Silva, 33N: How Europe Can Lead in Cyber and AI Security

Carlos Moreira da Silva brings a rare blend of insight: a deep B2B operator, a specialist investor at 33N, and a leading force behind Europe’s cybersecurity coordination efforts through ECSO. Together, we explore why cybersecurity is Europe’s opportunity to lead, not follow, in the new geopolitical tech stack.

Here’s what’s covered:

• 01:15 What is ECSO and Why It Matters for European Cyber

• 03:30 Mapping the Cybersecurity Investment Gap: US vs Israel vs Europe

• 05:20 The Tech Stack Power Shift: From Cloud to AI, and Why Security Must Catch Up

• 07:30 Europe’s Fragmentation Problem—Or Its Untapped Advantage?

• 09:45 The Role of ECSO in Building a Unified European Cyber Strategy

• 11:45 Why Europe Needs Specialist Cybersecurity VCs

• 15:30 What Other Movements Can Learn from the ECSO Playbook

• 20:00 Cybercrime vs Cyber Spending: The 10 Trillion Dollar Wake-Up Call

• 21:30 Building Global Champions in Cyber (Not Just Regional Winners)

• 25:00 What Startups Should Look for in a Cyber VC (Beyond the Check)

• 26:30 Invest for Cyber @ SuperVenture: Why the LP Community Should Pay Attention

• 28:00 Where Cyber Ends and Defense Begins—Drawing Ethical Boundaries at 33N