EUVC VC | E500 | This Week in European Tech with Dan, Mads & Lomax
Jun 23, 2025
Mads Jensen from SuperSeed and Lomax Ward from Outsized Ventures delve into the shifting landscape of European tech and venture capital. They discuss the resurgence of defense spending due to geopolitical tensions involving Iran and Israel, while exploring the complexities of investing in defense tech. The conversation also highlights Europe's ambitions in space and the urgent need for strategic autonomy. Additionally, they analyze the booming IPO market in the US and its implications for European firms, alongside recent breakthroughs in surgical robotics and AI-driven healthcare.
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Geopolitical Power Shifts Impact War
- The reshuffling of geopolitical power has led to increased military activity and strategic strikes, impacting global stability.
- Ukraine's resistance and weakened Russian influence enabled Israel to strike at Iran's nuclear facilities, reshaping the Middle East.
War's Macro Impact on Markets
- Increasing geopolitical tensions have driven oil prices higher, raising inflation risks and affecting interest rates.
- Central banks like the Bank of England hold rates steady due to regional unrest, impacting public and private markets.
Europe's Defense Tech Surge
- Defense budgets in Europe are growing explosively, signaling a renewed focus on sovereignty and security.
- Startups like Helsing exemplify rapid growth and unicorn potential in European defense tech, despite challenges in the sector.