E708 | This Week in European Tech with Dan Bowyer, Mads Jensen & Lomax Ward

This week on Upside, Dan Bowyer, Mads Jensen (SuperSeed) and Lomax Ward (Outsized Ventures) unpack a moment where energy, AI and geopolitics collide.

The ongoing conflict in the Middle East is threatening one of the world’s most important energy routes.

AI companies are discovering that governments may ultimately control frontier models.

And hyperscalers are committing hundreds of billions to AI infrastructure while venture investors quietly debate whether the cycle is overheating.

The conversation explores:

• Why energy shocks ripple directly into venture markets• How modern warfare is shifting toward startup-speed innovation• The clash between Anthropic and the Pentagon• Whether AI layoffs reflect real productivity gains or pandemic over-hiring• The massive infrastructure bet powering the AI boom• Germany’s productivity wake-up call for Europe• And why Europe is still capable of deep-tech moonshots like fusion

This isn’t just a news cycle.

It’s capital, sovereignty and technology power shifting at the same time.

🎧 Listen if you’re building or investing in AI, defence, deep tech or European venture.

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