Navigating Defense Tech and European Sovereignty

In this episode,

sits down with

, Head of Technology Fund Investments at the

, live from the EUVC studio at

.

They delve deeply into the true state of European venture capital, examining long-term performance trends, the role of EIF as Europe's policy-aligned capital allocator, and how sovereignty, resilience, and maturity are reshaping the ecosystem.

Here’s what’s covered:

• 00:00 SuperVenture Loyalty & Ecosystem Energy
• 01:02 The Mood in Market: Storms, Maturity & Resilience
• 03:04 What Makes This Moment in Venture a Real Opportunity
• 03:31 Recap of Björn’s Panel with Joe from Isomer
• 05:15 DPI Truths: The Top 50 Funds & A Look Back to 2017
• 06:04 Defense Tech & Dual-Use: What EIF Will (and Won’t) Fund
• 09:34 Sovereignty ≠ Isolation: The Real Role of the EIF
• 11:00 Later-Stage Funding Gaps & Europe’s Infrastructure Problem
• 12:36 Satellites, SpaceX & European Strategic Dependencies
• 14:14 Learnings From 25+ Years in the Game
• 15:01 Philosophical, But Practical: What VC Responsibility Means
• 16:17 A Clear Statement on Openness, Not Isolation