EUVC E566 | This Week in European Tech with Dan, Mads & Andreas
4 snips
Sep 1, 2025 Andreas Munk Holm, co-host of EUVC, dives into the current landscape of European venture capital. He discusses Nvidia's recent slowdown and Apple's regulatory battles in the UK, questioning if it's a sign of outdated regulations. The conversation shifts to how government interventions, like Trump's stake in Intel, can impact corporate trust and innovation. Andreas also highlights Europe's challenge in achieving tech sovereignty amid heavy dependencies on US firms, urging for local investments to empower startups and bolster self-sufficiency.
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NVIDIA Is The AI Bellwether
- NVIDIA acts as the bellwether for AI infrastructure and investor sentiment.
- Its rapid scale means quarter-on-quarter growth will naturally decelerate as the base grows.
Europe Has Chip Champions But Depends On US
- Europe has specialist chip and semiconductor champions but remains US-centric in narratives.
- Andreas urges cutting dependence on US tech while still engaging globally.
Use Interoperability To Rebalance App Stores
- Do consider interoperability and payment alternatives to curb platform fees and help smaller developers.
- Use regulation to rebalance power and create opportunities for new apps and wallets.
