Oil Shocks, AI Arms Races & Europe’s Tech Momentum | Upside Podcast скачать в хорошем качестве

Oil Shocks, AI Arms Races & Europe’s Tech Momentum | Upside Podcast

Oil shocks. AI arms races. Europe’s tech ecosystem accelerating. This week on Upside, Dan Bowyer, Mads Jensen (SuperSeed) and Lomax Ward (Outsized Ventures) unpack a week where energy markets, AI infrastructure and European venture capital all dominated the headlines. Tensions around the Strait of Hormuz threaten global energy flows and raise the possibility of another inflation cycle — a reminder that geopolitics can ripple directly into startup funding and venture markets. At the same time, the economics of warfare are shifting. Cheap drones and fast-iteration defence technology are reshaping how conflicts are fought — turning Ukraine into a real-time defence innovation lab. Meanwhile in Europe, the tech story looks surprisingly strong. France produced the continent’s first $1B AI seed round, Revolut secured its long-awaited UK banking licence, and new proposals could move Europe closer to integrated capital markets. Across the AI landscape, the race for infrastructure is accelerating — from Nvidia’s GTC announcements to Meta building its own inference chips, and the meteoric rise of AI coding platform Cursor. What We Cover • The potential oil shock from tensions around the Strait of Hormuz • Why energy shocks ripple directly into venture capital and startup funding • Ukraine’s emergence as a defence tech innovation ecosystem • The changing economics of warfare: cheap drones vs expensive missiles • Europe’s first $1B AI seed round and the rise of AI labs in Paris • Yann LeCun’s world models bet and the next frontier of AI • Cursor’s rapid rise and the future of AI coding platforms • The AI chip war: Meta vs Nvidia • Europe’s push toward unified capital markets • AI layoffs and whether productivity narratives hide pandemic over-hiring Chapters 00:00 Intro 02:30 Strait of Hormuz & energy markets 09:00 Ukraine and defence innovation 16:00 Drone warfare economics 22:00 Europe’s $1B AI seed round 28:00 Yann LeCun and world models 34:00 Cursor and AI coding tools 41:00 Meta vs Nvidia AI chips 47:00 Europe’s capital markets push 53:00 AI layoffs and productivity#euvc #VC #VentureCapital #Investing #TheEuropeanVC #Podcast #Tech #Startup