27 Mar 2026Granola $125M Founder Joins, Sora Dies, Epic Layoffs, Stunt of The Week
Ben, Bullhound Capital, on European Deep Tech & Defense Tailwinds
Ben of Bullhound Capital explains the split between GP Bullhound's 25-year M&A advisory arm and the capital arm's growth-stage deep tech tickets of up to $40–50M. He covers strategics outbidding price-sensitive private equity buyers, Europe's growth-stage funding gap, and UK pension fund fee caps that block VC backing, then makes the case for a European tailwind driven by the Ukraine-Russia conflict, US technology dependence, and defense procurement shifting from primes to startups. He also cites Revolut in the portfolio and points to quantum, space, and the AI-health overlap as areas of interest.
Michelle Yu, Supercritical CEO, on Microsoft's 1M-Ton Biochar Deal
Michelle Yu, co-founder and CEO of carbon removal marketplace Supercritical, walks through facilitating a one-million-ton biochar offtake between US project Life Raft and Microsoft, the largest for a US biochar project. She explains residual emissions, pyrolysis, and why hyperscalers' data center buildouts make net zero targets harder, then shares her path from selling Songkick to climate after the 2018 IPCC report, with LocalGlobe and Lightspeed backing the company.
Samuel (ex-Veed) Launches Schematic: 'Cursor for Hardware'
Samuel describes leaving Veed after five years of growing it from roughly $2M to $50M in revenue, with founder Sabba's blessing and an offer to invest. He introduces Schematic — a prompt-driven 'Cursor for hardware' that selects parts, wiring, and code for projects deployable to Arduino or Raspberry Pi — and discusses founder-led video marketing, why hardware offers stronger moats than software as VCs pivot back toward physical products, and his plan to hire engineers and designers.