E494 | This Week in European Tech with Dan, Mads & Lomax

Welcome to a new episode of the EUVC podcast, where Dan Bowyer and Mads Jensen of SuperSeed and Lomax from Outsized Ventures gather to unpack the macro forces and micro signals shaping European tech and venture.This week, the trio dive into:Why cyber preparedness is a growing boardroom concernThe overlooked fragility of Europe's energy systemsHow automation, AI, and policy are colliding in the UKEurope's capital gap—and the uncomfortable truth behind itPlus: OpenAI margins, startup resilience, and robotaxis in LondonHere’s what’s covered:02:00 Cybercrime as a Macro Risk: Are We Sleepwalking into Crisis?06:10 Iberian Blackouts & Energy Fragility09:00 Immutable Ledgers, AI & Infrastructure Resilience11:15 UK’s £2B AI Action Plan: Where’s the Real Bravery?14:20 Nuclear Woes: The True Cost of Delay17:40 Marginal Cost Pricing & the Renewable Conundrum20:30 Tesla’s Robotaxi Vision & a $40K Price Tag22:00 Wave x Uber Deal: Level 4 Autonomy Comes to the UK24:00 Brexit’s AV Dividend? The UK Races Ahead of the EU26:30 Europe’s Capital Gap: Funding or Fundamentals?29:00 OpenAI’s Gross Margins & Startup Implications31:30 Incumbents Strike Back: Why Big Tech Moved Faster34:00 Startup Opportunity in the Next Wave of AI35:40 European vs. US Startup DNA: Who’s Built to Win?37:30 Final Thoughts & Condolences on Global Tragedies