General Catalyst reposted this
We believe Europe faces a once-in-a-generation opportunity to supercharge its economy and build resilience by modernizing critical infrastructure 🇪🇺 In our latest piece, we explore our Global Resilience thesis through the lens of the European market. Within, we share our view on Europe’s strengths, present its challenges, and shed light on the technological opportunities to chart a clear path toward European Resilience. Here are some key opportunities for innovation: 1. Technologies to enable the energy transition Many of these technologies—including wind generation, biofuels, carbon capture technologies, alternative proteins, and electric vehicles—already exist; however, a huge infusion of capital and patience is required to commercialize and scale these solutions for mass adoption. We are interested in technologies that bridge the transition period of climate-related innovations to achieve self-sustaining unit economics, enabling them to thrive in the free market without reliance on subsidies, for example. 2. Modernization through automation and electrification We believe there is incredible potential to drive new value in industrial categories. General Catalyst has the privilege of backing visionary European companies and global startups that are bringing their technologies to Europe. From our perspective, there are three primary ways in which innovators are poised to help industrial incumbents in Europe modernize, boost efficiency, and become more competitive in the upcoming years. 3. AI for defense We believe it’s vital to bring AI defense applications to Europe. Our portfolio company, Helsing, is a leader in defense tech; its platform boosts defense and national security for liberal democracies using live data. Helsing is a software-first company in a traditionally hardware-led industry. By rapidly bringing its software capabilities to market, Helsing has secured program-of-record partnerships with multiple European governments, including Germany, France, and Ukraine. We’re optimistic about a more resilient and prosperous Europe and are proud to support some of the most ambitious technical founders in AI! CC Paul, Paula, Hemant, Alexa, Teresa, Genevieve, Will, Matthew, smalt, Marius, Khurram, Alsym Energy, Mukesh, Rahul, Fever, Klas, Ron, Ruben, PhysicsX, Jacomo, EthonAI, Julian, Bernhard, Collaborative Robotics, Brad, Torsten, Gundbert