EUVC

E338 | EUVC| Mid Year Review 2024: European Fundraising Sentiment with Chris Wade, Isomer Capital

Jul 24, 2024

Chris Wade, Founding Partner at Isomer Capital, discusses VC sentiment in Europe, comparing 2024 to previous years. Topics include AI, semiconductor companies, IPOs of Revolut and Klarna, geopolitical uncertainties, and the importance of humanity. They touch on exits, global political climate, AI impact, regulation, and personal growth in 2024.

01:05:36

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Episode guests

Chris Wade

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Episode notes

Podcast summary created with Snipd AI

Quick takeaways

European venture capital ecosystem shows positive sentiment for 2024, with rational market trends and successful exits.

Europe's tech ecosystem exhibits growth potential and competitiveness, outperforming US returns in venture investments.

AI sector witnesses increased investments and innovations, but ethical concerns around bias and energy consumption persist.

Deep dives

Venture Capital Sentiment in Mid-2024

Venture capital sentiment in mid-2024 reflects a mix of positive and challenging aspects. Despite a positive VC sentiment this year, with news like Wisp being acquired by Google, the market remains complex and hard to predict accurately. Comparisons between 2021 and 2024 highlight both successes and challenges, indicating a market that is more rational after a highly anomalous year. ISOMA Capital's portfolio shows promising signs with most companies raising to their targets. The first quarter of 2024 saw a significant increase in European venture investments, reflecting a growing tech ecosystem.

Intro

3min

European Fundraising Sentiment and Market Trends

11min

Reflections on European Venture and Global Market Trends

21min

Rise of AI in Venture Capital and Defense Tech

23min

Personal Growth and Openness to Change in 2024

2min

Reflection on European Entrepreneurship Amid Challenges in 2024

2min

Exploring the 'Small is Beautiful' Approach in Venture Capital Fundraising

4min

In this episode of the EUVC podcast, David discusses with Chris Wade, Founding Partner at Isomer Capital.

David and Chris discuss the current sentiment in the European venture capital ecosystem. They touch on topics such as VC sentiment, comparisons to previous years, LP appetite, the potential IPOs of Revolut and Klarna, the rise of AI and semiconductor companies, and the geopolitical and economic uncertainties affecting the industry.

Chris also reflects on the positive and negative developments in 2024 and the importance of humanity prevailing over negative forces.

Go to eu.vc for our core learnings and the full video interview 👀

Chapters:

01:19 VC Sentiment in 2024
02:36 Comparing 2021 and 2024
04:01 European Venture Capital Landscape
05:00 The Power Law in Venture Capital
11:06 Emerging Managers and AI
13:26 The Importance of Exits
23:58 The Semiconductor Renaissance
27:39 Global Political Climate and Its Impact
30:31 Predictions and Reflections
31:40 Standing by Predictions
32:45 Interest Rates and M&A
34:48 AI's Impact on Venture Capital
38:49 Regulation and Ethics of AI
46:51 Geopolitical Tensions and Defense Tech
57:53 Personal Growth in 2024
01:01:12 The End of Mega Funds Era

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