About this episode
This episode discusses the constraints facing AI growth, particularly focusing on memory and infrastructure, while exploring the geopolitical implications and monetisation trends in the industry.
AI demand is surging, but infrastructure is the constraint, with memory now the key bottleneck. In this episode of This Week in European Tech, Dan Bowyer and Mads Jensen of SuperSeed explore a range of topics such as AI constraints, Big Tech earnings, monetisation, geopolitics, Europe’s position, and what capital flows into AI labs and SpaceX signal about what comes next. Key highlights AI growth is constrained by memory and infrastructure Monetisation is accelerating as models use more tokens and cost more AI is a geopolitical battleground, with control over talent and IP Europe shows momentum, but regulation could hold companies back Performance gains are increasingly driven by application scaffolding Timestamps (00:00) Introduction and opening headlines (04:20) Big Tech earnings, cloud growth and AI demand (07:30) Memory as the emerging AI bottleneck (11:40) Frontier labs, Musk vs Altman and Manus (14:00) US–China dynamics and export controls (17:10) Ineffable, Recursive and Europe’s AI push (20:00) Frontier model releases and AI monetisation (25:00) SpaceX IPO, valuation and space compute (30:00) EU AI Act and UK AI strategy (34:30) Energy and infrastructure constraints…
People in this episode
Host: Dan Bowyer
Guest: Mads Jensen
Topics covered
- AI constraints
- Big Tech earnings
- geopolitics
- memory bottleneck
- monetisation
- Europe's AI position
- capital flows
Keywords
- AI
- memory
- infrastructure
- geopolitics
- monetisation
- Big Tech
- capital flows
- EU AI Act
- SpaceX
Mentioned in this episode
Organizations: SuperSeed, SpaceX, EU, UK, US, China
More episodes of EUVC
- Quantum's ChatGPT moment is coming · June 12, 2026 · 1h 11m
- REHAU's AI rollout: AI Academy, AI Factory and enterprise adoption · June 10, 2026 · 35 min
- Europe's Palantir problem, AI sovereignty & the rise of venture secondaries · June 8, 2026 · 56 min
- From festival to innovation platform: The story behind Love Tomorrow & The Impact Circle · June 4, 2026 · 31 min
- Episode #2: Consumer Tech Napkin | Building moats in consumer tech · June 2, 2026 · 45 min
- The AI jobs panic might be wrong · May 29, 2026 · 53 min
Explore listener stats, chart rankings, contacts and more on the EUVC podcast page.