In this episode,

, Lomax, and

reunite to talk about the stories behind the headlines - Trump’s tariffs, EU’s sluggish startup strategy, the Anthropic surge, and why Europe’s hardware design hopes might rest on Munich.

From missiles interrupting pool time in Tel Aviv to Nvidia’s record-breaking quarter, the crew tackles everything from macro trade wars to micro founder incentives—plus a healthy dose of sarcasm, realpolitik, and startup survival.

Here’s what’s covered:

04:30 Tariffs, trade wars & what it means for European startups

08:15 Harmonization vs. regulation: Why EU/US divergence matters

10:55 Tariffs & inflation: Why macro still rules the game

13:10 The public/private schism and bond market dismay

21:45 The EU startup plan: blue carpets, unicorn labs & old ideas

26:00 Talent, tax & the fight for Europe's future founders

29:30 Why Munich might be Europe’s next deep tech capital

31:00 Big tech flexes: Google, Anthropic, and the return of hardware

35:00 Vibe coding & SaaS disruption: The new normal?

41:00 AI agents, Nvidia blowouts, and the pace of change

45:20 Deal of the Week: Brightflag exits for $425M

57:00 Why the crew skipped SuperVenture to actually build stuff

Poésie russe : lueurs de résistance

L'Invité(e) des Matins

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