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
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