Welcome back to another episode of Upside at the EUVC Podcast, where Dan Bowyer, Mads Jensen of SuperSeed and Lomax from Outsized Ventures unpack what’s happening in European tech and venture capital.

This week: Why Series A in Europe now often means “multi-seed” and what founders should do about it, Germany’s €100B industrial policy push and whether it can actually deliver, and the Bank of England’s rate cut as a red flare for the economy. Plus: the OECD’s warning on corporate underinvestment, why the EU’s Chips Act 2.0 risks missing the AI boom, and the latest in the global AI race from GPT-5 rumours to billion-dollar raises. Also: Clay’s $100M relationship-intelligence war chest, N8N’s unicorn momentum, and a Spanish autonomous tractor that’s rewriting farm economics.

🎧 Here's what's covered:

01:12 Series A Reality Check: US vs Europe timelines, bridge rounds, and why naming matters.
06:04 The Multi-Seed Era: How European founders should think about funding milestones.
10:47 Germany’s €100B Deutschlandfonds: Ambition, execution risk, and industrial policy priorities.
17:58 UK Rate Cut at 4.0%: Red flare for growth, modest boost for VC competitiveness.
22:31 OECD on Corporate Investment Stagnation: Why regulatory drag is Europe’s silent growth killer.
29:44 Europe’s Chips Act 2.0: From missed targets to high-value manufacturing opportunities.
38:11 AI Corner – GPT-5 Rumours & Claude 4.1: Funding surges and the open-source shift.
45:27 IP & AI Models: Data leakage risks and the Napster-era copyright parallel.
52:03 Deals of the Week: Clay, N8N, and Voltrac’s autonomous tractor breakthrough.
57:46 Closing Takeaways: Focus, speed, and execution as Europe’s competitive levers.

VC | E544 | This Week in European Tech with Dan, Mads & Lomax

EUVC