Fireside with Erik Lindblad & Yariv Adan

We’ll explore how their investment theses are evolving, what shifts they’re seeing in sectors and risk appetite, and whether today’s AI valuations make sense.

We’ll also dig into what makes AI startups truly investable and defensible, whether AI value is concentrating into a few dominant players, and how European founders should think about Silicon Valley in a world where tech, capital, and sovereignty are increasingly intertwined.

Finally, we’ll address structural challenges in the ecosystem — including why many women are opting out of VC and entrepreneurship, and what that signals about how the industry is built.