About this episode
The episode discusses how AI is transforming the global economy, focusing on capital markets, IPOs, and Europe's technological sovereignty.
AI is no longer just a technology story. It is reshaping capital markets, infrastructure and industrial policy. In the latest episode of This Week in European Tech, Mads Jensen and Dan Bowyer of SuperSeed break down NVIDIA’s dominance of the AI economy, the return of the IPO market through OpenAI, Anthropic and SpaceX, and Europe’s push to build sovereign technology capabilities. Highlights NVIDIA and the economics of AI infrastructure OpenAI, Anthropic and the IPO market reopening Europe’s sovereign AI push AI backlash and political risk in the US Unitree and the rise of humanoid robotics Isomorphic Labs and AI-driven drug discovery Timestamps (03:00) NVIDIA is swallowing the AI economy (06:20) The IPO market is reopening through OpenAI, Anthropic and SpaceX (08:40) Why SpaceX is really an AI infrastructure story (11:40) OpenAI’s IPO could expose the real economics of AI (13:40) Why Unitree and humanoid robotics matter for Europe (20:10) Europe’s sovereign AI push through Mistral, EQT and Quantexa (27:40) Americans are turning against AI (36:10) Isomorphic Labs and Europe’s biggest AI biotech opportunity Subscribe to EUVC , the home of European tech, for more insights.
People in this episode
Guests: Mads Jensen, Dan Bowyer
Topics covered
- AI economy
- capital markets
- IPO market
- humanoid robotics
- drug discovery
- sovereign technology
Keywords
- AI
- NVIDIA
- OpenAI
- IPO
- Europe
- robotics
- drug discovery
- capital markets
Mentioned in this episode
Organizations: NVIDIA, OpenAI, Anthropic, SpaceX, Unitree, Isomorphic Labs, Mistral, EQT, Quantexa
Places: Europe, US
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