This Week in European Tech: Anthropic’s rise, China’s AI push and Europe’s tech dilemma

About this episode

The episode discusses the latest developments in European tech, focusing on AI, semiconductors, and regulatory challenges.

This week on This Week in European Tech, Mads Jensen of SuperSeed , Lomax Ward of Outsized Ventures and Andrew J Scott of 7percent Ventures discuss Arm’s AI pivot, Spotify earnings and Anthropic’s explosive growth. The conversation also covers the EU’s clash with Meta, ASML’s semiconductor moat, UK fusion ambitions and SAP’s €1 billion acquisition of Prior Labs. Key highlights Why AI may be shifting demand back towards CPUs Anthropic’s explosive growth, cloud spending and IPO speculation The debate around AI safety, regulation and national security ASML’s semiconductor dominance and China’s AI workarounds Why energy infrastructure and industrial policy matter for AI Timestamps (00:00) Intro and this week’s themes (02:00) Arm and Spotify earnings reactions (05:00) Arm’s shift from licensing to AI CPUs (09:00) Agentic AI and rising CPU demand (11:00) Anthropic growth, cloud spending and valuation speculation (16:00) Enterprise AI implementation and PE-backed AI services (23:00) AI safety, regulation and national security debates (31:00) The EU’s clash with Meta over AI access in WhatsApp (39:00) ASML, semiconductor infrastructure and China’s catch-up efforts (46:00) UK fusion…

People in this episode

Guests: Mads Jensen, Lomax Ward, Andrew J Scott

Topics covered

• AI development
• European tech
• semiconductors
• regulation
• cloud computing
• industrial policy

Keywords

• AI
• Anthropic
• semiconductors
• cloud spending
• EU regulation
• Meta
• SAP acquisition
• UK fusion
• China AI

Mentioned in this episode

Organizations: Arm, Spotify, Anthropic, Meta, ASML, SAP, Prior Labs

Places: EU, UK, China

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