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EUVC

EUVC | E398 | This Week in European Tech with Dan Bowyer, Mads Jensen, and Lomax Ward

Jan 13, 2025
Lomax Ward, General Partner at Outsized Ventures and an early-stage investor in deep tech based in Lisbon, dives into the heart of Europe's tech scene. They explore the challenges of the semiconductor industry, including funding and political inertia. The conversation shifts to free speech on social media, highlighting the tension between expression and moderation. Lomax also compares Anthropic's rapid valuation to its competitors while stressing the importance of balancing government support for startups to nurture innovation. Tune in for insights on funding disparities and the evolving UK startup ecosystem!
01:06:57

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Europe's semiconductor industry faces significant challenges due to investment shortfalls and high energy costs, affecting its global competitiveness.
  • Meta's recent content moderation changes illustrate shifting attitudes toward free speech, with potential repercussions for misinformation in different regulatory environments.

Deep dives

The Semiconductor Crisis in Europe

Europe faces significant challenges in its semiconductor industry as it struggles to maintain competitiveness against the U.S. and China. Efforts to invest billions into semiconductor manufacturing, particularly in Germany, are faltering due to key players like Intel pausing their initiatives. The funding gap is stark, with only $46 billion committed in Europe compared to $142 billion from China, raising concerns about strategic vulnerabilities. Additionally, high energy costs in Europe exacerbate the situation, placing the continent at a disadvantage in this critical sector.

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