E338 | EUVC| Mid Year Review 2024: European Fundraising Sentiment with Chris Wade, Isomer Capital

In this episode of the EUVC podcast, David discusses with Chris Wade, Founding Partner at Isomer Capital.David and Chris discuss the current sentiment in the European venture capital ecosystem. They touch on topics such as VC sentiment, comparisons to previous years, LP appetite, the potential IPOs of Revolut and Klarna, the rise of AI and semiconductor companies, and the geopolitical and economic uncertainties affecting the industry.Chris also reflects on the positive and negative developments in 2024 and the importance of humanity prevailing over negative forces.Go to eu.vc for our core learnings and the full video interview 👀Chapters:01:19 VC Sentiment in 202402:36 Comparing 2021 and 202404:01 European Venture Capital Landscape05:00 The Power Law in Venture Capital11:06 Emerging Managers and AI13:26 The Importance of Exits23:58 The Semiconductor Renaissance27:39 Global Political Climate and Its Impact30:31 Predictions and Reflections31:40 Standing by Predictions32:45 Interest Rates and M&A34:48 AI's Impact on Venture Capital38:49 Regulation and Ethics of AI46:51 Geopolitical Tensions and Defense Tech57:53 Personal Growth in 202401:01:12 The End of Mega Funds Era