EPISODE · Feb 3, 2026 · 53 MIN
E689 | Simon Thomas, Founder of Paragraf: Graphene Chips, AI Energy, and the Hard-Tech Road from Lab to Fab
from EUVC · host EUVC
Welcome back! In this episode, Andreas Munk Holm sits down with Simon Thomas, CEO of Paragraf, one of Europe’s rare hard-tech success stories, taking graphene from scientific breakthrough to industrial-scale electronics.Graphene has been called the “wonder material” for two decades. The promise has always been clear: faster, better, and dramatically more energy-efficient electronics. The missing piece has been execution at scale. Simon and the Paragraf team are building that missing bridge, with the world’s first graphene electronics foundry in the UK, a growing portfolio of real commercial products, and a deep conviction that the next era of computing will require new materials, not just bigger data centers.This is a conversation about what it truly takes to build venture-backed hardware in Europe. How you fund capex-heavy deep tech. How do you keep investors aligned when timelines are long. How you keep teams motivated through delays and national security reviews. And why AI may accelerate materials discovery, but won’t replace the brutal, necessary work of turning atoms into real manufacturing.ShareWhat’s covered:01:27 What Paragraf is building and why graphene matters now03:50 Graphene wafers and the world’s first graphene electronics foundry04:23 What graphene changes for power consumption and device life05:01 Why graphene isn’t already inside data centers06:13 The future of “2D electronics” beyond graphene08:02 Foundry versus product company: why Paragraf does both09:40 Graphene’s 20-year journey from papers to real-world scale13:15 When venture investors first showed up and what they needed to see16:58 Sovereignty, British Patient Capital, and why “national backing” matters24:08 The product-to-foundry loop and how you hook customers early27:36 Capex, equity limits, and the painful mechanics of deep-tech financing30:22 Surviving hard moments: people, pivots, and the NSI Act review38:10 How to structure boards over time, from tactical to strategic42:23 Keeping teams committed through uncertainty46:10 Where Paragraf is today: headcount, geographies, and commercialization49:16 AI in materials discovery and why manufacturing is still the bottleneck
What this episode covers
Welcome back! In this episode, Andreas Munk Holm sits down with Simon Thomas, CEO of Paragraf, one of Europe’s rare hard-tech success stories, taking graphene from scientific breakthrough to industrial-scale electronics.Graphene has been called the “wonder material” for two decades. The promise has always been clear: faster, better, and dramatically more energy-efficient electronics. The missing piece has been execution at scale. Simon and the Paragraf team are building that missing bridge, with the world’s first graphene electronics foundry in the UK, a growing portfolio of real commercial products, and a deep conviction that the next era of computing will require new materials, not just bigger data centers.This is a conversation about what it truly takes to build venture-backed hardware in Europe. How you fund capex-heavy deep tech. How do you keep investors aligned when timelines are long. How you keep teams motivated through delays and national security reviews. And why AI may accelerate materials discovery, but won’t replace the brutal, necessary work of turning atoms into real manufacturing.ShareWhat’s covered:01:27 What Paragraf is building and why graphene matters now03:50 Graphene wafers and the world’s first graphene electronics foundry04:23 What graphene changes for power consumption and device life05:01 Why graphene isn’t already inside data centers06:13 The future of “2D electronics” beyond graphene08:02 Foundry versus product company: why Paragraf does both09:40 Graphene’s 20-year journey from papers to real-world scale13:15 When venture investors first showed up and what they needed to see16:58 Sovereignty, British Patient Capital, and why “national backing” matters24:08 The product-to-foundry loop and how you hook customers early27:36 Capex, equity limits, and the painful mechanics of deep-tech financing30:22 Surviving hard moments: people, pivots, and the NSI Act review38:10 How to structure boards over time, from tactical to strategic42:23 Keeping teams committed through uncertainty46:10 Where Paragraf is today: headcount, geographies, and commercialization49:16 AI in materials discovery and why manufacturing is still the bottleneck
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E689 | Simon Thomas, Founder of Paragraf: Graphene Chips, AI Energy, and the Hard-Tech Road from Lab to Fab
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