EUVC E656 | This Week in European Tech with Dan, Mads & Lomax
Nov 24, 2025
Dive into Europe's vibrant tech scene with insights on the transformative Slush event, highlighting its founder-first ethos. Explore Germany's ambitious €35B space strategy and the fascinating immigrant founder effect that fuels a significant portion of the unicorn boom. The hosts analyze Europe's defense stock surges and the potential demise of cookie banners in favor of digital reforms. Plus, uncover the UK’s booming AI investments and the strategic dilemmas Europe faces amid US-China tensions. All this shows that Europe's opportunity window is wide open but closing fast!
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Episode notes
Design Immigration To Attract Talent
- Recalibrate immigration to attract high-skilled founders while addressing low-skilled migration concerns.
- Mads Jensen urged fast-track routes and policies that reduce backlash against skilled migrants.
Defense Stocks Rally, But Watch Fundamentals
- European defense stocks have surged post-2022, with some IPOs and spinouts up 100–200%.
- Lomax Ward warned high PE multiples may not reflect these firms' low-margin, long-term prospects.
Vinted’s Baltic Comeback
- Vinted, a Lithuanian marketplace, staged a major secondary at an €8B valuation and now represents ~50% of Lithuania's ecosystem value.
- Lomax Ward highlighted Vinted's turnaround and non-linear long-term growth as a Baltic success story.