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Laura Connell (Atomico): AI's Enterprise Adoption Gap and Europe's Infrastructure Shift
Atomico partner Laura Connell explains her November prediction that AI's next phase belongs to infrastructure and enterprise deployment, arguing the market is moving from experimentation to demanding quantifiable ROI. She describes a regime shift away from asset-light, long-duration SaaS models toward repriced tangible productive assets and European re-industrialization, and explains how compliance-heavy Europe can become a commercial edge in critical industries, citing portfolio companies like PhysicsX and Qwerty AI.
Joe McDonald (10): AI-Native Electricity Infrastructure and Energy's Constraint on AI
Joe McDonald, co-founder and CEO of 10, explains the company's AI-native transaction infrastructure for electricity, which moves money directly between generators and business consumers and cuts bills by 20-30% by disintermediating traders and back offices. He recounts his path from law and Limejump (sold to Shell), argues the cost of the electron now defines AI competitiveness and the "new world order," and criticizes the UK for building expensive generation without matching demand. He also shares the "don't be greedy" fundraising philosophy behind the recent $75M Series B with Lightspeed and others, and the secondary programs that make European options meaningful.
Roman Chemet (Cactus): On-Device Inference, Hybrid AI, and Ambient Computing
Cactus founder Roman Chemet explains the YC-backed low-latency inference engine for running AI privately on phones, wearables, and laptops — "in a basement and on a plane." He describes YC's rapid 10-minute interview process, argues voice and dictation are the stickiest AI applications, and lays out the "hybrid AI" thesis of local and cloud models handing off tasks, recently stress-tested in a hackathon with DeepMind's Gemma models. They also debate always-on ambient AI wearables and how Europe's privacy norms versus San Francisco's convenience-first culture will shape adoption.
Teaser: Vento CEO Diallo Davini and Italian Tech Week's Rebrand
The hosts introduce their next guest, Diallo Davini, CEO of Vento and producer of Italian Tech Week, which was just rebranded as "Wave by Vento." The recording of this part ends during the introduction, before the interview begins.