Europe

11 statements across 11 episodes · 5 bullish · 3 bearish · 11 people on the record · first statement Dec 5, 2013 by Matt Ocko · said 172 times in 69 episodes since 2013 · across every show →

Mentions by year

brought up most by Matt Turck (72), Jeroen Janssens (10), Thomas Walle (6), Aaron Katz (6), Stanislas Polu (4), Emil Eifrem (4), Mike Volpi (3), Duncan McCall (3)

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051020132014201520162017201820192020202120222023202420252026episodes it came up in
002.5551020132014201520162017201820192020202120222023202420252026episodesmentions per episode
2026 22 mentions in 9 episodes 2 per episode
2025 1 mention in 1 episode
2024 45 mentions in 10 episodes 5 per episode
2023 30 mentions in 7 episodes 4 per episode
2022 4 mentions in 4 episodes 1 per episode
2021 6 mentions in 5 episodes 1 per episode
2020 4 mentions in 3 episodes 1 per episode
2019 18 mentions in 6 episodes 3 per episode
2018 3 mentions in 2 episodes 2 per episode
2017 12 mentions in 7 episodes 2 per episode
2016 4 mentions in 3 episodes 1 per episode
2015 6 mentions in 4 episodes 2 per episode
2014 2 mentions in 2 episodes 1 per episode
2013 15 mentions in 6 episodes 3 per episode

every mention, scene by scene, with the transcript →

Everything said about Europe, oldest first

Dec 5, 2013 neutral
Prediction Not checkable as stated
Matt Ocko: Europe will rival US tech if it fixes its regulations
“Handle those three things, and Europe will easily be a rival of the U.S. In the next 20 years. In startups and tech. Don't handle them, and it stays a backwater.”
Matt Ocko Dec 5, 2013 ▶ 1:21:03 Panel: Big data and VCs (Accel, IA Ventures, Data Collective) // Data Driven NYC #8// Oct 2012
Apr 20, 2015 positive
Assertion Not checkable as stated
Eifrem: Neo4j saved Christmas 2012 deliveries for a major European courier
“So we saved Christmas for a major country in Europe in 2012.”
Emil Eifrem Apr 20, 2015 ▶ 10:00 Emil Eifrem, Neo4j // Graphs Are Eating The World (Hosted by FirstMark Capital)
May 23, 2016 positive
Disclosure
AXA leverages telematics in Europe for auto insurance pricing adjustments
“Ah, we also have a big, ah, initiative in Europe as well with telematics right now. So in the property and casualty space, specifically in auto, we get a much better, ah, capability to get better pricing based on how How people are using their automobiles and …”
Louis DiModugno May 23, 2016 ▶ 4:31 Big Data in Insurance // Louis DiModugno, Chief Data Officer at AXA US [FirstMark's Data Driven]
Apr 9, 2018
Prediction Not checkable as stated
Muglia: GDPR will drive data tokenization and force data localization in Europe
“You know, we'll see more tokenization of data and usage of tokens instead of actual PII data to limit the potential issues and breach issues and things, and we'll see data staying in Europe.”
Bob Muglia Apr 9, 2018 ▶ 31:19 Fireside Chat with Bob Muglia, CEO at Snowflake (FirstMark's Data Driven)
Nov 13, 2019 positive
Disclosure
Walle: Unacast entered Europe during GDPR rollout while others fled
“We went into Europe when everybody fled Europe because we wanted to be GDPR compliant, and we have figured out a way to maneuver that space.”
Thomas Walle Nov 13, 2019 ▶ 8:25 The Power of Location Data // Thomas Walle, Unacast (FirstMark's Data Driven NYC)
Sep 6, 2023 negative
Opinion
Europe's conservative enterprise tech adoption limits local startup growth ceilings
“Europe is that simply, you know, a bit more conservative in the way they adopt new technologies, right? And this is this is usually then a bit harder for these companies to, you know, to grow in their home markets, right?”
Milos Rusic Sep 6, 2023 ▶ 42:59 From NLP Start-Up to Generative-AI Platform: Milos Rusic (deepset) Unpacks Product-Market Fit
Dec 20, 2023 positive
Assertion Not checkable as stated
Poolside found top AI talent split 50/50 between North America and Europe
“We went through about 3200 or 3200 people that we ended up putting on the list. And we had this location column, like think genuinely Google spreadsheet, you know, like where's someone based. And at some point we looked at all these locations and we're like, w…”
Eiso Kant Dec 20, 2023 ▶ 38:55 The Race to Build the Ultimate AI Programmer | Poolside CTO Eiso Kant
Feb 29, 2024 bearish
Opinion
Traynor: There is no line of sight to a trillion-dollar European company
“Like I don't see a line of sight to a trillion dollar company in Europe full stop.”
Des Traynor Feb 29, 2024 ▶ 1:00:34 How Intercom transitioned to being AI-first | Des Traynor, Co-Founder of Intercom
Sep 27, 2024 negative
Opinion
Pomel: European tech ecosystem remains fragile without large-scale companies
“I think we still have to see them scale to large companies in, in France, in Europe more broadly. It hasn't happened yet. So the ecosystem is still young, and I would say still fragile from that perspective.”
Olivier Pomel Sep 27, 2024 ▶ 3:41 AI at Datadog: Monitoring machines in the age of LLMs | Olivier Pomel, CEO of Datadog
Jun 20, 2025
Assertion Not checkable as stated
Canva has roughly 400 engineers across Europe via acquisitions
“So we have about 400 engineers right through Europe through our acquisitions.”
Brendan Humphreys Jun 20, 2025 ▶ 11:11 Inside a $3B ARR Rocketship — Canva CTO Brendan Humphreys on Deploying AI at Scale
Feb 12, 2026 positive
Assertion Not checkable as stated
Lacroix: Europe offers clean, affordable energy via Nordic renewables and French nuclear
“We are lucky in Europe to have very clean and affordable energy either with green energy in the Nordics and nuclear in France.”
Timothée LeCroix Feb 12, 2026 ▶ 8:29 Mistral AI vs. Silicon Valley: The Rise of Sovereign AI
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