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 ambitions and strategic industrial policy
- (55:00) SAP acquires Prior Labs for €1 billion
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