Europe's €3.29B VC Wave: Deep-Tech, Defense & the Repeat-Founder Premium
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Europe's €3.29B VC Wave: Deep-Tech, Defense & the Repeat-Founder Premium
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(00:00:43) E2D DefenceTech Fund Launch
(00:01:35) Seedcamp and Tapestry Repeat-Founder Bet
(00:02:40) Kutcher Exits Sound Ventures
(00:03:20) Together AI $800M Open-Source Signal
(00:03:54) Orbit Capital CEE Debt and Watchpoints
Europe's venture capital landscape has undergone a structural shift. More than €3.29 billion has concentrated into the continent's top ten venture vehicles in 2026, and nearly every euro is pointed at the same targets: deep-tech, defense, and AI infrastructure. This episode covers the full wave — from the largest individual fund closes to the thesis driving them.
Barcelona-based Kembara has taken first close on a €750 million deep-tech fund targeting growth-stage companies across AI, robotics, clean energy, SpaceTech, and DefenceTech — roughly twenty concentrated bets aimed at European sovereign capability. Right behind it, E2D, a Franco-German joint venture between Earlybird and AVP, launches a €500 million DefenceTech growth fund targeting the under-served €25 million ticket gap in Europe's dual-use scaling market.
Seedcamp adds €279 million across seed and select-growth vehicles, while Tapestry VC closes a €70 million Fund Three — tripling its prior size — with the British Business Bank anchoring and OpenAI CFO Sarah Friar joining as LP. The shared thesis: repeat founders command a structural premium, and sixty percent of Europe's unicorns from the past eight years prove it.
On the personnel side, Ashton Kutcher exits Sound Ventures after eleven years, launching a new early-stage AI infrastructure and deep-tech fund with former NFX GP Morgan Beller. Meanwhile, Together AI closes the cycle's largest single AI infrastructure round — $800 million led by Aramco Ventures, with Nvidia and Salesforce in the syndicate.
Finally, Orbit Capital's €107 million Czech-Polish venture-debt fund confirms that institutional capital in Central and Eastern Europe now treats venture debt as a core growth tool.
This podcast was built using AI technology. A YesWee production.
This episode includes AI-generated content.
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