EUVC E433 | Jonatan Luther-Bergquist, Inflection: The development of crypto to sovereign compute
Mar 28, 2025
44:08
In today’s episode, Andreas Munk Holm talks with Jonatan Luther-Bergquist from Inflection.xyz, who shares his journey in framing crypto fundamentally as a compute technology and formulating their thesis on sovereign compute back in 2023. Jonatan explains that while the early work in crypto helped lay the groundwork for disruptive technology, he saw a bigger picture emerging - a need for Europe and other regions to improve their digital independence.
In this conversation, Jonatan dives into the three pillars of his sovereign compute thesis: scaling compute capabilities, building resilient systems, and ensuring access to data flows. He illustrates his points with real-world examples, from photonics and semiconductor technologies to communications that can make all the difference in modern defense scenarios. By drawing parallels between evolving technology and the pressing geopolitical challenges, like those seen in Ukraine, Jonatan makes a compelling case for why investing in robust, forward-thinking compute solutions is essential for a secure and prosperous future.
Chapters:
00:23 The Importance of Compute for Sovereignty
00:38 Key Areas for Improvement in Compute
01:27 Integrating Compute into Daily Life
02:54 The Story of Inflection
04:03 Inflection's Early Focus on Crypto
05:18 Transition to Sovereign Compute
11:22 Challenges in the Crypto Space
17:22 Understanding Sovereign Compute
21:24 Equipping Compute Resources with Quality Data
22:04 Understanding the Concept of Flow in Compute
22:15 Evaluating Vertical Focus in VC Firms
24:14 The Importance of Quality in Investment Decisions
28:52 Exploring Technologies in Sovereign Compute
29:40 Innovative Compute Solutions: From Semiconductors to Brain Tissue
31:47 The Role of Communication in Modern Warfare
33:48 The Geopolitical Importance of Sovereignty
34:27 Personal and Professional Journey in Defense Tech
41:26 Transitioning from Crypto to Sovereign Compute
In this conversation, Jonatan dives into the three pillars of his sovereign compute thesis: scaling compute capabilities, building resilient systems, and ensuring access to data flows. He illustrates his points with real-world examples, from photonics and semiconductor technologies to communications that can make all the difference in modern defense scenarios. By drawing parallels between evolving technology and the pressing geopolitical challenges, like those seen in Ukraine, Jonatan makes a compelling case for why investing in robust, forward-thinking compute solutions is essential for a secure and prosperous future.
Chapters:
00:23 The Importance of Compute for Sovereignty
00:38 Key Areas for Improvement in Compute
01:27 Integrating Compute into Daily Life
02:54 The Story of Inflection
04:03 Inflection's Early Focus on Crypto
05:18 Transition to Sovereign Compute
11:22 Challenges in the Crypto Space
17:22 Understanding Sovereign Compute
21:24 Equipping Compute Resources with Quality Data
22:04 Understanding the Concept of Flow in Compute
22:15 Evaluating Vertical Focus in VC Firms
24:14 The Importance of Quality in Investment Decisions
28:52 Exploring Technologies in Sovereign Compute
29:40 Innovative Compute Solutions: From Semiconductors to Brain Tissue
31:47 The Role of Communication in Modern Warfare
33:48 The Geopolitical Importance of Sovereignty
34:27 Personal and Professional Journey in Defense Tech
41:26 Transitioning from Crypto to Sovereign Compute