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EU-Startups Podcast

Thomas Ohr
EU-Startups Podcast
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  • Episode 148: Karim Saleh: Co-Founder & CEO of Cerrion – Real-Time AI for Manufacturers
    Most people talk about AI in the cloud. Karim Saleh is putting it on the factory floor. This week on the EU-Startups Podcast, Marcin Lewandowski sits down with Karim Saleh — Co-Founder & CEO of Cerrion, the company building agentic AI that watches factory lines 24/7 and intervenes in real time to prevent safety incidents, scrap, and costly downtime. Cerrion plugs into standard cameras, understands production flows like an expert operator, and can instantly take action — slowing conveyors, shutting down machines, or triggering alarms. Factories using Cerrion resolve issues 50% faster, cut downtime and scrap in half, and run operations with far less stress. Karim’s journey is unreal: → Grew up in a manufacturing family in Egypt → Professional athlete & captain of Egypt’s national water polo team → Electrical engineering at ETH Zurich → Founder building AI across 15 countries and 3 continents → Just raised an $18M Series A from Creandum, Hanel, YC, 10x Founders, Robin Chan, Justin Kan, Harry Stebbings and others We cover: • The moment on a factory floor that shaped the mission behind Cerrion • Why frontline teams everywhere face the same structural problems • How agentic AI can safely intervene during production • Real stories where Cerrion caught what humans couldn’t see in time • The surprising similarity between factories in 15 different countries • What elite sport teaches you about building a hypergrowth startup • What the factory of the future feels like for a shift leader in 2030 • And the “one myth about factories” Karim wants the world to forget This is one of the most grounded, mission-driven, high-clarity deep-tech conversations we’ve had. Takeaways: 1. Frontline teams are overwhelmed; AI reduces stress, not jobs. 2. Agentic AI is shifting factories from firefighting to foresight. 3. Real-time AI intervention works when humans stay in the loop, not out of it. 4. Elite sports taught Karim the founder superpower: discipline beats adrenaline. 5. The factory of the future is calm, predictable, and safe — not chaotic. Chapters: 00:00 – Introduction: Karim’s story & Cerrion’s mission 02:13 – Growing up in manufacturing & seeing frontline pain 06:59 – What’s broken in factories today 10:39 – How Cerrion’s AI agents work in real time 12:34 – Human–AI partnership on the shop floor 15:40 – Success stories from 15 countries 18:22 – Athlete mindset → founder mindset 21:29 – Hypergrowth: what broke first 24:50 – The factory of the future 26:42 – Rapid Fire with Karim Saleh If you haven't already.... Subscribe to the EU-Startups Podcast on YouTube! Or follow along on your other favorite podcast platforms... Spotify - https://open.spotify.com/show/4QU85dN... / Apple Podcasts - https://podcasts.apple.com/ee/podcast... Follow EU-Startups on LinkedIn: https://www.linkedin.com/company/eu-startups-menlo-media/ Visit our Website: https://www.eu-startups.com/ Subscribe to our Newsletter: https://www.eu-startups.com/newsletter/
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  • Episode 147: Emmet King: Founding Partner at J12 Ventures – AI Bubble: Hype vs. Reality
    Is Europe really at an AI crossroads — or are we already picking a lane? This week on the EU-Startups Podcast, Marcin Lewandowski sits down with Emmet King, Founding Partner at J12, VC with presence in Stockholm, London, and Paris, backing founders early at the frontier of AI, to unpack what the AI moment actually looks like on the ground for European founders. Emmet argues that Europe has world-class AI talent, but faces real constraints in capital deployment, energy capacity, and regulatory timing. The question isn’t “can Europe build iconic AI companies?” — it’s whether we’ll move fast enough on energy, compute, and policy to let them scale here. Together, we dig into: • What “Europe at an AI crossroads” means in practical terms for founders today • Where talent density is an advantage — and where capital, energy, and regulation still bite • Why calling AI a “bubble” is lazy, and where the froth really is (application layer) • Where the real compounding value lies: infra (DataCrunch, etc.) vs applied AI (Dropcode, Kovant, Pistachio, Dema…) • Energy reality: China’s lead, US flexibility, and how Europe can close the gap • The non-negotiables for building an AI startup in Europe in 2026 • What kind of regulation timing helps, instead of smothering, AI scaleups • Signals that the tide is turning: talent flows, new strategies, infra investment • A concrete “order of operations” for Europe: capital, energy, compute, data, visas We also run through a quick rapid-fire round: • Europe’s AI superpower — and kryptonite • One regulation to keep, one to rewrite • How to spot the copilot mirage (shiny but 0.2% impact) • What proves an infra startup can actually compound • And Emmet’s finish to: “AI isn’t a bubble if we…” Takeaways • Europe has the AI talent to build global leaders — but still underpowers them with capital, energy, and policy. • The AI “bubble” narrative is lazy; froth is in shallow apps, while infra quietly compounds. • Energy capacity and compute access are now strategic levers, not back-office concerns. • Winning AI startups in Europe will be trust-first, productivity-proven, and talent-dense. • Europe’s path is clear: align capital, energy, compute, data, and visas around its best teams. Chapters 00:00 – Introduction to AI in Europe 03:10 – Europe at an AI Crossroads 08:16 – Energy Infrastructure and AI 10:41 – The AI Bubble Debate 18:01 – Non-Negotiables for AI Startups 22:55 – J12’s Investment Lens & Thesis 26:22 – If Europe Led for a Day: What to Fix First 31:16 – Contrarian Bets, Safe Bets & Myths 35:14 – Rapid Fire with Emmet King If you’re building AI in Europe — or thinking about where to found your next company — this conversation is a roadmap, not a hot take. If you haven't already.... Subscribe to the EU-Startups Podcast on YouTube! Or follow along on your other favorite podcast platforms... Spotify - https://open.spotify.com/show/4QU85dN... / Apple Podcasts - https://podcasts.apple.com/ee/podcast... Follow EU-Startups on LinkedIn: https://www.linkedin.com/company/eu-startups-menlo-media/ Visit our Website: https://www.eu-startups.com/ Subscribe to our Newsletter: https://www.eu-startups.com/newsletter/ #ai #technology #startup #investing #business
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  • Episode 146: Zuzanna Stamirowska: Co-Founder & CEO of Pathway – The Post-Transformer Revolution
    This week on the EU-Startups Podcast, Marcin Lewandowski sits down with Zuzanna Stamirowska, CEO & Co-Founder of Pathway — the company building the world’s first post-transformer AI model. Transformers took us far, but they’re showing real limits: they recite instead of reason, freeze instead of adapt, and break under real-time complexity. Zuzanna’s team is rewriting the foundations. Pathway introduces a new architecture with native memory, temporal awareness, and glass-box visibility, enabling models to adapt on the fly—more like humans, less like static prediction engines. Backed by the minds behind Transformers and GPT o1, and trusted by organizations like NATO, La Poste, and Formula 1 teams, Pathway might be the most important AI company you haven’t heard of yet. In this conversation, we dive into: • Why AI’s next leap requires new foundations—not bigger transformers • How Pathway updates reasoning mid-stream as new evidence arrives • Visibility as a feature: what “glass-box AI” actually looks like • How long-range context can survive without latency or cost exploding • Why post-transformer models need far less data to specialize • The operational patterns across NATO, La Poste & F1 that justify a new paradigm • What Pathway’s #1 ranking on Hugging Face opened up • The next 12 months: the capability Zuzanna is most excited to ship If you care about where AI is really going — not incremental tweaks but a genuine architectural shift — this is the episode. Takeaways: • AI’s next leap is architectural, not incremental. • Memory + time unlock adaptation transformers can’t touch. • Context beats parameter count. • Glass-box visibility will become an enterprise requirement. • Less data, more reasoning — the future is efficiency over scale. Chapters: 00:00 – Meet Zuzanna & Pathway 02:57 – Why AI Needs New Foundations 05:58 – Memory & Time: The Missing Ingredients 09:09 – Adaptive Reasoning in Real Time 11:57 – Less Training, More Understanding 15:06 – NATO, La Poste, F1: Field Proof 18:01 – Building Teams at the Frontier 21:09 – Hugging Face #1: The Ripple Effect 23:58 – What Comes Next If you haven't already.... Subscribe to the EU-Startups Podcast on YouTube! Or follow along on your other favorite podcast platforms... Spotify - https://open.spotify.com/show/4QU85dN... / Apple Podcasts - https://podcasts.apple.com/ee/podcast... Follow EU-Startups on LinkedIn: https://www.linkedin.com/company/eu-startups-menlo-media/ Visit our Website: https://www.eu-startups.com/ Subscribe to our Newsletter: https://www.eu-startups.com/newsletter/ #ai #technology #startup
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  • Episode 145: Matilde Giglio: Co-Founder of Even – Redesigning Healthcare for 1.3 Billion People in India
    Most healthcare only really starts when something goes wrong. Even is trying to flip that. Recorded live during Italian Tech Week in Turin, this episode of the EU-Startups Podcast features Matilde Giglio, Co-Founder of Even, India’s leading healthcare startup redesigning access to affordable, high-quality care for over 1.3 billion people. Backed by Khosla Ventures, Founders Fund, Lachy Groom, Alpha Wave and others, Even has raised over $60M since launching in 2021, grown to a 400+ person team, and built a unique membership that gives Indians unlimited, cashless access to primary care, diagnostics, specialists, and hospital cover – all wrapped around a strong preventive model. We talk about: – Why Matilde chose India and what she saw in the system – Why most “prevention” models fail – and how Even makes it work at scale – How they redesigned incentives so doctors, patients and Even are aligned – What it means to build hospitals that feel like part of life, not a last resort – Where AI is genuinely useful today – and what stays deeply human – The hardest founder moments building in a complex, regulated system – And the headline Matilde wants Even to make five years from now Takeaways: – Even blends care + cover in one model, not two separate worlds. – The core bet is prevention first, not “wait for sickness then pay big.” – Incentives are redesigned so patients, doctors and Even win on better outcomes, not more procedures. – AI augments care, handling workflows and insight – but trust and empathy stay human. – Success is measured in health outcomes and satisfaction, not just ARR or procedure volume. Chapters: 00:00 Understanding Even Healthcare's Model 02:21 The Decision to Operate in India 05:05 Innovative Healthcare Solutions and Prevention 06:19 Redesigning the Hospital Experience 09:17 The Role of AI in Healthcare 12:40 Challenges Faced by Founders 16:21 Future Aspirations for Even Healthcare 19:07 Rapid Fire Questions and Closing Thoughts If you haven't already.... Subscribe to the EU-Startups Podcast on YouTube! Or follow along on your other favorite podcast platforms... Spotify - https://open.spotify.com/show/4QU85dN... / Apple Podcasts - https://podcasts.apple.com/ee/podcast... Follow EU-Startups on LinkedIn: https://www.linkedin.com/company/eu-startups-menlo-media/ Visit our Website: https://www.eu-startups.com/ Subscribe to our Newsletter: https://www.eu-startups.com/newsletter/ #startup #health #healthcare
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  • Episode 144: Andreas Idl: Co-Founder and CEO of Cropster – The Software Behind Your Favorite Coffee
    If your coffee tastes the same delicious every morning, there’s a good chance Cropster is involved. In this episode of the EU-Startups Podcast, Marcin Lewandowski sits down with Andreas Idl, Co-Founder & CEO of Cropster, the quiet tech force behind the global specialty coffee boom. Founded after Andreas spent time in Colombia and saw how hard it was for small farmers and roasters to access the global market on fair terms, Cropster builds software that helps producers and roasters hit specialty-grade quality, roast after roast—while sending more value back down the supply chain. Today, Cropster works with hundreds of roasters and cafés worldwide, including every winner of the World Coffee Roasting Championship. Their tools help map the entire journey from cherry to cup, capture and analyze roasting data, and keep quality consistent from one batch—and one location—to the next. With the recent acquisition of FireScope, Cropster is also deepening its footprint in Asia, one of the fastest-growing coffee markets in the world. We talk about: – What specialty coffee actually is—and why it’s exploding globally – Where quality is won or lost along the coffee production chain – The frictions that keep smallholders and emerging roasters out of premium markets – What Cropster’s software actually shows on-screen—and how it changes tomorrow’s roast – Why World Coffee Roasting Champions trust Cropster, and what any roaster can copy – The thinking behind the FireScope acquisition and expansion in Asia – How data can help farmers and roasters get fairer pricing and longer relationships – Where Cropster is going next: product roadmap, more M&A, and opening specialty to more roasters Takeaways: – Specialty coffee is won or lost at multiple steps—from cherry to cup. – Small roasters are often blocked by outdated trading systems and lack of data. – Cropster turns roasting into a measurable, repeatable process, not guesswork. – The FireScope acquisition accelerates Cropster’s growth in Asia’s fast-growing coffee market. – Great coffee is about balance—of flavor, process, and consistent quality. Chapters: 00:00 Introduction to Cropster and Andreas Idl 06:30 Understanding Specialty Coffee 09:03 The Coffee Production Process 12:19 Challenges for Small Holders and Emerging Roasters 19:48 Cropster's Role in the Coffee Industry 30:02 Acquisition of FireScope and Market Expansion 37:50 Future Plans for Cropster 38:35 Rapid Fire Questions with Andreas Idl If you haven't already.... Subscribe to the EU-Startups Podcast on YouTube! Or follow along on your other favorite podcast platforms... Spotify - https://open.spotify.com/show/4QU85dN... / Apple Podcasts - https://podcasts.apple.com/ee/podcast... Follow EU-Startups on LinkedIn: https://www.linkedin.com/company/eu-startups-menlo-media/ Visit our Website: https://www.eu-startups.com/ Subscribe to our Newsletter: https://www.eu-startups.com/newsletter/ #coffee #business #technology
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