Andreas Helbig

@FredrikHjelm4 EU Pension funds invest only 0.01% of their AUM in Venture, with the majority of that going to the US...

Swedish pension funds invest in American funds that fly to Stockholm to lead rounds in Swedish startups The round-trips (business or first class, ofc) fees alone could fund an early company Our pension capital, managed in Boston, taking 2-and-20, to back Spotifys next competitor Meanwhile top Swedish funds are sitting right here, with better founder networks, better sector knowledge, and better European exit infrastructure I get it. The Napa Valley LP meeting is nice. But that’s not a capital allocation strategy Sweden produces more tech unicorns per capita than almost anywhere on earth. Our funds can lead most of those rounds. They’ve been doing it for 20 years Is this actually about returns, or is it about someone on an investment committee wanting a reason to fly to the West Coast?

@JayaGup10 💯

What’s “old” is “new”

EU-INC proposal has been leaked. Very ambitious proposal by the Commission. - Registration of EU-INC within 48 hours. Art 16/2 - Open to all companies. Art.3 - Uniform taxation of stock options across the EU. Article 78. Very ambitious! Let's see if the EU can make it.

@MaikTWehmeyer @tbpn @johncoogan 👀

👀🦞 . . @tbpn @johncoogan

@MaikTWehmeyer 🦞🔥💪

Time to reveal who let the 🦞 out ;) Today, @Taktile launches Taktile Labs. We dropped the lobster on Wall Street to ask the question: are banks ready for autonomous agents? With our applied AI research institute, we aim to bridge the gap between what frontier models can now do - and what regulated institutions need in order to trust it. Our first benchmark shows the latest models can beat human accuracy on very complex banking tasks: 96%+ vs. 89% in financial spreading. The models are ready. Now the industry needs evidence, benchmarks, and practical frameworks to ensure they work reliably at scale. That is what Taktile Labs is built for. AI is coming to financial services - let's make sure we can trust it. Excited to drive this with a stacked internal team and many incredible individuals on our Research Council and Advisory Board. Thanks to Bradesco’s Fagner Abreu, Parallel’s @paraga , Founder, Investor, and Morgan Stanley Lead Director Tom Glocer, Harvard Business School Professors Robin Greenwood and Karim Lakhani, Harvey’s Ben Liebald, Camunda’s Daniel Meyer, Cursor’s Jonas Nelle, ROC Partners’ Tina Reich, Equifax’s Harald Schneider, Suno’s @MikeyShulman, Intuit’s Henry Venturelli, Allianz Partners’ Pieter Viljoen, Flexcar’s Michael Zambrano, and Varo Bank’s Jill Zucker Sheckman. Learn more at: taktilelabs.ai (nothing AI generated about it btw, we worked with NYC artist @AndrewLoganAMW to build the lobster from scratch)

There are now more tech workers going from the US to Europe than the other way around

💚

@SaidHaschemi A+ work

“Did you see the round that Sequoia led? Crazy!” “Yeah, wild that they backed it in the end. I did not like the revenue growth” “Founder refs were also so so…” “Did you speak to them?” “No…you?” “Nope.”

@JulienBek @ryanjdaniels @mitch_troy @jakeserval @BrendanFoody @davepaffenholz @andrei_serban @justindross @ChKashifAli @nicckopp @StephenHedlund @askvladi @grtspvl

Some of the founders building autopilots across these verticals 👆@ryanjdaniels @mitch_troy @jakeserval @BrendanFoody @davepaffenholz @andrei_serban @justindross @ChKashifAli @nicckopp @StephenHedlund @askvladi Who should we add?

Who would have thought

🤷‍♂️

@JuhanaPeltomaa 🤷‍♂️

you can reach all of these cities ~2h with plane from London and Paris is 2.5h with train center to center. maybe these VCs can put management fees to work and be present in the empire.

Hey @AnthropicAI — 🇪🇺calling? 🫶👋

@Ronanchamberss 💪

One of the most important start-ups in the UK right now

Neko is so good.

"For reasons I have never understood, people like to hear that the world is going to hell." - Deirdre McCloskey, relevant today.

@andreasklinger 🔥

Last Christmas at brunch, my friend Peter showed me the latest version of his little bot he built. A crazy side project. Just for fun. This Monday he announced he's joining OpenAI. Sam Altman called him a genius. In between? OpenClaw went from a hobby project to the most talked-about AI agent in the world. Three months. No team. No funding. Just one retired guy from Vienna who rediscovered the joy of building things. ❤️ Last week I flew down to Vienna to sit down with him right in the middle of this madness to talk about everything: how he thinks about agents, why he let OpenClaw write its own soul file, why your mom will understand AI agents before most engineers do, and why open source as we know it might be completely broken. We are super proud of you, Peter. 🙌 Chapters: 00:00 Intro 01:02 The mom test moment & Managing 3,000 PRs 04:47 The Soul Markdown file & why OpenClaw feels different 06:58 The agent's personality, humor & OpenClaw's wild week 10:31 Think like the model 12:37 Privacy & security 15:28 Open source burnout & the future of engineering teams 17:32 The end of apps & closing thoughts

@Barney_H_Y 🔥

Got some time with the PM at No10 last night. Probably should have worn a shirt. Definitely shouldn't have said, 'Well, what are you going to do about it?' in response to one of his answers. Likely not getting invited back - but I do think it's great that you can challenge the PM directly. Guess what I was pushing him on?

@lukeknight @robindchnt Robin should be on! 🔥

@robindchnt want to come on etn.?

something is shifting in Europe. you can feel it in the conversations, in the quality of teams forming, in the ambition of what's being built. for the first time in a long time, the momentum feels real. in London, Zurich, Munich, and beyond - robotics engineers, applied AI scientists, second-time entrepreneurs returning from the US they're not waiting for perfect conditions. they're building in defense, industrial AI, and energy infrastructure. the domains that matter most. last week @HypersonicaGmbH and Onodrim Industries made major announcements. it’s a proof that the ecosystem is moving. what's more encouraging is the pattern beneath it: founders who understand both software and industrial reality, who can navigate complex procurement, who are building platforms rather than point solutions. these founders are what make me genuinely hopeful about europe's future. meeting them, hearing their conviction, watching them solve problems others won't touch. at @generalcatalyst, we're sparring partners from day zero. testing ideas, shaping missions, navigating regulatory or procurement friction, connecting founders directly to the institutions that shape adoption. beyond capital - the long-term commitment that building in hard industries requires. europe's challenge lies in turning breakthrough research into scaled industrial outcomes. that gap is precisely what we're working to close, alongside the continent's most ambitious founders. grateful to have developed this thinking with @jcfurstenberg and Gosia Majczak. the thesis is simple: resilience as an operating system. defense, industrial production, energy infrastructure as a connected stack. AI and software-defined hardware as the layer where advantage compounds. the moment is now. the founders are here. the work is already underway. you can find the post here: generalcatalyst.com/stories/from-o…

And three more things: - the obvious expansion vector is service delivery. Don’t just serve the industry, become (part of) the industry. - enterprise-grade FDE- motion, high-ACV vertical AI is here to stay. In this segment you’re competing with Palantir, Accenture, and internal IT teams at enterprises. Stitching together complex workflows and navigating change management is still tough. - momentum isn’t a moat, but it matters soooo much. vAI point solutions can just outpace and outexecute, and become the market leader (and eventually a broader and more defensible system) just through relentless speed and execution

An excellent, nuanced take on the future of vSaaS. Would just add that if barriers of entry crumble and number of competitors (even if they only cover a low % of your feature set, they are a competitor) increases, CAC will structurally increase — you need to cut through the noise — unless you really invest in your brand / become the perceived market and momentum leader.