This Week in European Tech: AI’s next test is who actually gets paid

The AI market is moving from proving the technology works to proving who can actually capture the value. In this episode of This Week in European Tech, Dan Bowyer, Mads Jensen and Priyanka Savjani of SuperSeed discuss the pressure building across AI infrastructure, Nvidia’s growing influence as both investor and supplier and why founders need to think carefully about strategic dependency. They also explore how AI agents could reshape ecommerce and distribution, where European founders can build harder-to-copy advantages and why physical AI, manufacturing and resilient supply chains remain important opportunities for Europe. Highlights Why AI investors are asking who actually gets paid Where the risks sit in AI infrastructure What Nvidia’s investment strategy means for founders Why distribution matters for AI agents Where European founders can build defensible advantages Europe’s opportunity in physical AI and manufacturing How founders should think about China in their supply chains Whether EU Inc. can still move the needle