The Difference Engine | B2B Category Design | Private Equity | Venture Capital 66. The Rise of Europe’s Deep Tech Spinouts
In 1990, while working at CERN, Tim Berners-Lee proposed and developed what would become one of the most influential spinouts in history: the World Wide Web. The Web was opened to the public in 1991, and in 1993 CERN released the software into the public domain - enabling its rapid global spread and laying the foundation for today’s modern Internet.
In Episode 66 of The Difference Engine tech strategy podcast, Paul Maher and I explore a new report that shows European spinouts are emerging as a deep-tech powerhouse. Since 2019, they’ve accounted for 40% of all new startups in these fields - an 80% increase compared with the previous decade. But the US is still using M&A to capture most of the value from European innovation.
So the question is: how does Europe manage this momentum and build future global category leaders?
Also in this episode: we unpack the UK’s contentious Digital ID debate and explore the signs that Salesforce is entering the twilight of its era of uncontested category dominance.
There is more information on how to design your category on our blog
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