Euro Tech

Ep19. The Apply AI Strategy. Mistral AI. SiPearl. Isar Aerospace. Aleph Alpha. Helsing.

In this episode, we break down the most consequential week in European tech for 2026. We look at the hardware, infrastructure, and capital driving the new European deep-tech landscape. Highlights of this episode: * Mistral AI’s Evolution: From LLM developer to integrated hyperscaler via the Koyeb acquisition. * The Semiconductor Renaissance: How SiPearl’s Rhea1 processor is ending Europe’s reliance on foreign silicon. * Quantum Leap: Analyzing Quantonation II, the world's largest dedicated quantum fund. * The Apply AI Strategy: Why Europe is betting on "Industrial AI" to transform factories, energy grids, and healthcare. * Trade Tensions: The enforcement of the DMA/DSA and the looming "Buy European" proposal.  Music from #Uppbeat https://uppbeat.io/t/tatami/ride-and-prejudice [https://uppbeat.io/t/tatami/ride-and-prejudice]

Ep18. Europe’s New Financial Infrastructure. Revolut. Wero. Adyen. Trustly. Klarna.

In this episode of the Euro Tech podcast, we break down a fundamental shift in the global financial landscape. As of 2026, the narrative of "unbundling banks" has been replaced by a push for Monetary Sovereignty. We explore how the Eurosystem is insulating itself from foreign "Big Tech" influence by building its own sovereign digital rails. Highlights include: * The News Radar: Analyzing Nscale’s massive $1.4B GPU-backed loan, Eutelsat’s €1B satellite refinancing, and Quantum Systems’ EIB-backed expansion into strategic defense drones. * The Digital Euro: A technical look at the two-tier distribution model and the €3,000 "safety valve" designed to protect commercial banking. * Wero & The EPI: How a consortium of 16 banks is leveraging account-to-account (A2A) technology to challenge the Visa/Mastercard duopoly. * Infrastructure Winners: Why Adyen’s single-stack approach is outperforming the legacy consolidation strategies of Worldline and Nexi. * The EuroStack: How the EUDI Wallet and Gaia-X are creating a secure, GDPR-compliant "moat" for European data and identity. Whether you are an investor looking for the next "interoperability premium" or a tech enthusiast following Europe's race for strategic autonomy, this deep dive provides the roadmap for the next decade of finance. Music from #Uppbeat https://uppbeat.io/t/tatami/ride-and-prejudice [https://uppbeat.io/t/tatami/ride-and-prejudice]

Ep17. The New Healthcare Stack. Kry, Doctolib, icometrix, CMR Surgica and Oura

Europe’s MedTech ecosystem is quietly becoming one of the continent’s strongest strategic bets — spanning AI diagnostics, surgical robotics, wearables, hospital-at-home, and a new category of reimbursed digital therapeutics. In Episode 17 of Euro Tech, we start with this week’s headlines — from Polestar’s $400M equity raise, to Anthropic’s legal AI rattling European data and publishing stocks, to ElevenLabs’ $500M round at an ~$11B valuation, plus M&A in music-for-business and fresh funding in healthtech and advanced nuclear. Then we go deep on European MedTech: the industrial leaders (Siemens Healthineers, Philips, Roche), the breakout startups (Kry, Doctolib, icometrix, CMR Surgical, Oura, Withings), and the structural forces that make Europe different — public healthcare systems as reference customers, regulatory experimentation, and the opportunity to become the world’s testbed for trustworthy AI in healthcare. If you care about European tech, healthcare innovation, or where the next decade of investment opportunity is forming — this episode is your map. Music from #Uppbeat https://uppbeat.io/t/tatami/ride-and-prejudice [https://uppbeat.io/t/tatami/ride-and-prejudice]

Ep16. Quantum Technology. IQM Quantum Computers, Pasqal, Quandela, ID Quantique, Alice & Bob.

This week on EuroTech, we break down the biggest stories shaping European tech and investor sentiment: Synthesia’s $200M raise powering a $4B valuation, Sword Health’s €285M acquisition of Germany’s Kaia Health, and Alan’s reported push toward a €5B valuation. We also unpack why SAP and Nokia stocks tumbled—and why RobCo’s $100M “physical AI” round signals renewed momentum in industrial automation. Then we go deep on Quantum Technology in Europe: why quantum is moving from academic labs into government strategy, corporate pilots, and investor portfolios—and how Europe is building strength across quantum computing, cryptography, sensing, and continent-scale infrastructure. If you want the real story behind Europe’s next strategic tech frontier, this episode is your briefing. Music from #Uppbeat https://uppbeat.io/t/tatami/ride-and-prejudice [https://uppbeat.io/t/tatami/ride-and-prejudice]

Ep15. The Rise of Europe’s Automated Factory. ABB, NEURA, ANYbotics, MX3D and Exotec

From billion-dollar funding rounds to a deep dive on Europe’s automated factories, this episode explores how AI, robotics, and industrial tech are reshaping competitiveness—and where long-term value is emerging for investors.  Music from #Uppbeat https://uppbeat.io/t/tatami/ride-and-prejudice [https://uppbeat.io/t/tatami/ride-and-prejudice]