Will infrastructure be the next big tech category? episode artwork

EPISODE · Mar 25, 2026 · 22 MIN

Will infrastructure be the next big tech category?

from Pathfounders · host Mike Butcher

Europe is facing a 6 trillion Euro infrastructure transformation over the next decade, with over €2 trillion already committed. But that leaves a leaving a €4 trillion private capital gap. At the same time intelligence warnings suggesting Russia could invade NATO territory some time before 2029, putting Europe’s defence systems are under massive pressure. So could infrastructure be the next big category for VC and startups? Pathfounders’ Editor Mike Butcher spoke to Nikolas Zamios, Partner with Berlin-based VC PT1, to unpack the issues.

Episode metadata supplied by the publisher feed · Published Mar 25, 2026

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Will infrastructure be the next big tech category?

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