Europe

11 statements across 10 episodes · 6 bullish · 3 bearish · 9 people on the record · first statement Apr 19, 2024 by Willem Sundblad · said 153 times in 48 episodes since 2024 · across every show →

Mentions by year

brought up most by Molly O'Shea (56), Molly Alter (14), Willem Sundblad (7), Hemant Taneja (6), Sebastian Siemiatkowski (5), Elad Gil (5), Mark Bhargava (4), Christian Garrett (4)

tap a year for its mentions
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01325202420252026episodes it came up in
00413825202420252026episodesmentions per episode
2026 58 mentions in 21 episodes 3 per episode
2025 57 mentions in 21 episodes 3 per episode
2024 38 mentions in 6 episodes 6 per episode

every mention, scene by scene, with the transcript →

Everything said about Europe, oldest first

Apr 19, 2024 neutral
Assertion Partly supported
Sundblad: US plastics industry has approximately 16,000 factories
“So you'd have about 16,000 factories in the U.S. In the plastics industry alone. Out of those, and Europe is about the same, Asia is about the size of U.S. And Europe combined.”
Willem Sundblad Apr 19, 2024 ▶ 29:11 Embracing American Dynamism to Upgrade Manufacturing Production With Oden CEO Willem Sundblad · Sourcery with Molly O'Shea
Sep 20, 2024 neutral
Disclosure
Northzone splits capital evenly between US and Europe with slight Europe tilt
“We're pretty evenly split between U S and Europe with maybe a slight a slight emphasis on Europe from a percentage dollars standpoint.”
Molly Alter Sep 20, 2024 ▶ 26:38 Molly Alter, Partner (Northzone), $4B AUM | Software for Hardware, EU vs USA, Vertical AI, VC Biases · Sourcery with Molly O'Shea
Mar 21, 2025 positive
Insight
Garrett: European breakout startups face fewer venture-backed clones than US winners
“When you build a winner, you don't have what you have in the U S which is like, once there's a large, massive winner and outcome in the U S there's like 20 startups that get funded to go compete. Right. And Europe, it's not like that. The capital market is not…”
Christian Garrett Mar 21, 2025 ▶ 59:49 SpaceX, Stripe, Ramp, Anduril: Navigating Liquidity in Private Markets · Sourcery with Molly O'Shea
Apr 22, 2025 negative
Assertion Contradicted
Jacob Peters: 8,000 chemicals in US food supply do not exist in Europe
“8000 chemicals exist in the U.S. Food supply. Jacob Peters: That don't exist in Europe.”
Jacob Peters Apr 22, 2025 ▶ 31:02 Superpower Raises $30M Series A Led by Forerunner · Sourcery with Molly O'Shea
Nov 11, 2025 negative
Opinion
Karp: Germany and Norway do not hire based on meritocracy
“In Europe, if, when we, I was involved in hiring at this institute I worked at, And one of the biggest problems was I was always like, of course we need to hire the best person. That's not the way it works in Germany or Norway. Like the best person doesn't get…”
Alex Karp Nov 11, 2025 ▶ 16:12 Alex Karp, CEO of Palantir: Exclusive Interview Inside PLTR Office · Sourcery with Molly O'Shea
Nov 11, 2025 negative
Opinion
Karp: Europeans doubt AI and hope American AI products fail
“Europe. They're still like, it doesn't work, but hopefully this will fail because it's all American products.”
Alex Karp Nov 11, 2025 ▶ 29:37 Alex Karp, CEO of Palantir: Exclusive Interview Inside PLTR Office · Sourcery with Molly O'Shea
Dec 15, 2025 bullish
Prediction Open · timeframe Dec 2030
Schimpf: Europe will outspend US procurement fourfold over next five years
“Europe is going to spend something like four times the amount of procurement that the U.S. Is over the next five years.”
Brian Schimpf Dec 15, 2025 ▶ 10:41 Inside Anduril: Exclusive HQ Tour w/ Palmer Luckey, Brian Schimpf, Matt Grimm & Trae Stephens · Sourcery with Molly O'Shea
Dec 16, 2025 bullish
Prediction Open · timeframe Dec 2030
Schimpf: Europe will spend 4x US defense procurement over next five years
“Europe is going to spend something like Four times the amount of procurement that the U S is over the next five years.”
Brian Schimpf Dec 16, 2025 ▶ 22:01 Anduril CEO Brian Schimpf on $1B+ Revenue & Still Doubling · Sourcery with Molly O'Shea
Jan 10, 2026 bullish
Assertion Supported
Tenev: Robinhood offers over 1,500 tokenized stocks in Europe
“1500 stocks are available for trading in Europe right now.”
Vlad Tenev Jan 10, 2026 ▶ 35:31 CEO Vlad Tenev on Robinhood's Record Year (+200%, ~$100B Market Cap) · Sourcery with Molly O'Shea
Apr 20, 2026 bullish
Prediction Not checkable as stated
Taneja: Global Geopolitics Will Cause Defense Primes to Emerge Everywhere
“The geopolitics is going to force supply chains to shift. Does Europe really want to buy American defense products? Maybe some countries will, but the biggest ones won't. They want to create resilience. Does India really want to rely on Russia or America for t…”
Hemant Taneja Apr 20, 2026 ▶ 40:02 General Catalyst's First-Ever Quarterly Review | CEO Hemant Taneja · Sourcery with Molly O'Shea
Jun 16, 2026 positive
Assertion Not checkable as stated
Weinberg: Harvey has an over 70% win rate in Europe
“Yeah, I mean, I would say in Europe, I think our win rate is, like, over 70% so I don't think it's as much dominant there.”
Winston Weinberg Jun 16, 2026 ▶ 31:30 Inside Harvey AI: CEO Winston Weinberg on How a 4-Year-Old Company Is Taking on the Foundation Labs · Sourcery with Molly O'Shea
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