Welcome back to another episode of Upside at the EUVC Podcast, where Dan Bowyer, Mads Jensen of SuperSeed, and this week’s guest Andreas from EUVC unpack what’s happening in European venture capital.
This week: Nvidia’s meteoric rise (and first signs of slowdown), Apple’s clash with UK regulators, and why regulators may be fighting yesterday’s battles. Plus: Trump’s Intel equity grab, whether governments should hold stakes in strategic industries, and what Europe can learn from Airbus and Ørsted. Finally, what digital sovereignty really means for Europe in an age of AI, energy bottlenecks, and geopolitical dependency.
Here’s what’s covered:
00:01 Nvidia’s Reality Check: From 20% of Nasdaq to slowing 5% quarterly growth.
00:06 Apple vs UK Regulators: The 30% “Apple tax” and post-Brexit CMA ambitions.
00:13 Competition vs Regulation: Why IBM and Microsoft fell by creative destruction, not regulators.
00:21 Trump’s Intel Shakedown: Retroactive equity grabs and should states take stakes?
00:29 Europe’s State Aid Constraints: Airbus, Ørsted, and why Europe can’t do national champions like the US or China.
00:36 The UK Buying AI: £573M in H1 government contracts, Microsoft & Palantir dominance.
00:49 Defining Sovereignty: Europe’s dependency on US tech and Chinese production.
00:57 Europe’s Luxury Beliefs: Outsourcing energy, defense, and manufacturing — and why pension reform is key.
01:02 Closing Takeaways: Sovereignty is more than regulation — it’s about competing, investing, and not being naïve.
Popular Podcasts
On Purpose with Jay Shetty
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!
NFL Daily with Gregg Rosenthal
Gregg Rosenthal and a rotating crew of elite NFL Media co-hosts, including Patrick Claybon, Colleen Wolfe, Steve Wyche, Nick Shook and Jourdan Rodrigue of The Athletic get you caught up daily on all the NFL news and analysis you need to be smarter and funnier than your friends.
The Joe Rogan Experience
The official podcast of comedian Joe Rogan.