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▶ 20:00 · Defense Tech · European tech sovereignty emerges from competitive products not protectionism

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Venture Capitaltailwindscore 8/10benjamin erhart

VC model adapts to capital-intensive deep tech via milestone de-risking and government partnerships

Deep tech ventures like fusion and rockets fit the VC model when engineering challenges are broken into funded milestones (HTS magnet, demo reactor), government co-funding shares capex risk…

Nuclear Energytailwindscore 9/10benjamin erhart

Fusion energy nears inflection via HTS magnets and public-private risk sharing

Proxima Fusion's stellarator approach using high-temperature superconducting magnets can demonstrate net energy with ~500M equity by sharing demonstration reactor costs with governments, co…

Space Economytailwindscore 9/10johannes von borries

European launch sovereignty driven by manufacturing innovation not just rockets

Isar Aerospace's key innovation is serial manufacturing enabling rapid iterative testing (trial-and-error vs traditional test-then-fly), addressing structural satellite launch supply shorta…

Defense Techtailwindscore 8/10johannes von borries

European tech sovereignty emerges from competitive products not protectionism

Sovereignty in launch (Isar) and energy (Proxima) is a byproduct of building globally competitive products; UVC's portfolio spans sovereign markets (launch, energy, comms, quantum) but only…

Semiconductorstailwindscore 7/10benjamin erhart

European semiconductor supply chain dominance (ASML, Zeiss, Trumpf) enables deep tech leadership

Europe already builds the world's most complex machines (ASML lithography) with German suppliers (Zeiss optics, Trumpf lasers); this hidden supply chain mastery translates to deep tech adva…

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