Earlybird VC

Earlybird is a venture capital investor focused on European technology companies 🚀 #venturecapital #vc #startup #digitaleconomy

[Earlybird VC @EarlybirdVC]

€10tn sits in German private capital. Almost none of it flows to long-term startup growth.

Investors still call venture too risky, too hard to regulate, and weaker than buyout. Earlybird & 23 other VCs published the data that busts all three myths.

Recap from the GVGF Forum 👇

[Earlybird VC @EarlybirdVC]

Four cities, four AI discussions, with one shared challenge: reliability beyond the demo.

Anna Andersson recaps July’s Gradient Descending sessions.

Full article: https://t.co/nwjZk5oOzA
Luma calendar: https://t.co/AIzyLZDDTo

[Earlybird VC @EarlybirdVC]

"By the time the shift feels obvious, much of the opportunity may already have been recognised."

Read more from Hemini on why allocators are reassessing Europe: https://t.co/RtfQKw6qAD

[Earlybird VC @EarlybirdVC]

Research came first, then companies. Capital tends to move last.

Sovereign funds, pensions and endowments are reassessing European deep tech for resilience, not just growth.

Hemini Mistry has built her career on that side of the table. Now, she joins Earlybird as Principal, IR.

[Umberto Belluzzo @belluzzoumberto]

I am bullish on Italy

The strongest startup signal is how much founders manage to build despite an environment that still makes entrepreneurship harder than it should. Pillar is a great example

Italy can build 20x more from here.

[Earlybird VC @EarlybirdVC]

More utility for real-world assets onchain.⚡️
Congrats, @obligatecom!

[Obligate @obligatecom]

🚨 oTFY is now live on @Kamino — unlocking onchain leverage on institutional-grade yields.

Obligate's flagship trade-finance RWA product can now be used as collateral on Solana's largest lending protocol @Kamino, powered by @chainlink oracles.

Curated by @RockawayX.

Read the full article here: https://t.co/IR4dgajXhJ

Learn more about oTFY: https://t.co/kXl1V0NGta

– – –

Important Notice and Disclaimer. This article is provided solely for informational purposes and does not constitute financial advice, an offer to buy or sell, or a solicitation of an offer to buy or sell any digital assets. Trading digital assets and interacting with blockchain, DeFi protocols and smart contracts involve a high degree of risk; you may lose your entire investment. Users should conduct their own due diligence and consult with a professional advisor before participating.

[Google for Startups @GoogleStartups]

What are investors looking for in AI startups today? 👀

@Ockenfels (Partner at @b2venture), Hendryk Hosemann (Senior Investment Manager at High-Tech Gründerfonds), and @TimRehder (General Partner at @EarlybirdVC) shared what they're betting on next: AI-first companies solving highly specific, real-world problems with deep technical and industry expertise.

Founders, what is your main focus today?
🧠 Deep technical expertise
🏭 Deep industry expertise

[Black Forest Labs @bfl_ai]

Introducing FLUX 3.

One multi-modal model for Image, Video, Audio and Action-Prediction. Creations are truer to life in every kind of style.

FLUX 3 Video is now available in early access (link below).

Jointly trained in one unified architecture, our model can be extended to predict actions for robotics. See our work with mimic and Audi in the thread.

[Earlybird VC @EarlybirdVC]

Satellites are becoming more capable, and more power-hungry.

🛰️ ORiS is building the in-orbit energy layer they'll depend on. Today, we're leading their €5M pre-seed round.

Read why we invested in our latest Perspectives:
https://t.co/ab6bpl7A8K

[Paul @paul_altunay]

In VC-funded robotics, the outcomes were determined first (general purpose robotics, $1tn+ markets), and the problems to solve followed. This might work, but limits the solution space massively and excludes many $10-100bn opportunities.

Here's how to find these opportunities:

[Earlybird VC @EarlybirdVC]

Luke Miller spent 20 years building the rails of modern software, APIs, 3scale, npm, Vercel.

Now he's putting that experience to work on AI's costliest reflex: tokenmaxxing, reaching for the biggest model on every task, every time. https://t.co/ttQD8fUvIB @slng_ai

[Earlybird VC @EarlybirdVC]

“Economically viable cultivated meat is no longer a projection. It's here.” - Nicolas Morin-Forest, co-founder and CEO of our Portfolio Company, PARIMA.

Sub-€10/kg production cost is now closer than most expect. https://t.co/bpVVSi2w2q

[Earlybird VC @EarlybirdVC]

Congrats to team @obligatecom on this milestone:

[Obligate @obligatecom]

Obligate, with @xbtogroup , @IQEQ_Group and Eiffel Investment Group, completes a pioneering native digital issuance of eNotes™: exposure to real asset-backed private credit, recorded on Ethereum via smart contracts.

🔗 https://t.co/4fCcDwztf4

[Earlybird VC @EarlybirdVC]

Another strong step in the RWA journey. Congrats to the @obligatecom team on bringing trade finance further onchain!

[Obligate @obligatecom]

oTFY is now live on @solana 🚀

$200M in trade-finance RWAs, fully composable within DeFi, built as high-grade collateral in Solana's lending markets. The asset is no longer a passive on-chain receipt. It becomes working capital inside a living financial system.

[Earlybird VC @EarlybirdVC]

Founders hunt everywhere for a story to pitch to journalists. Most of the time, it's been in the building: your team, your customers, the problem you actually solve.

Access the 10 ingredients to learn how to tell your own great startup story: https://t.co/KFhxQfWJuP

[Earlybird VC @EarlybirdVC]

The public AI conversation is still stuck at the surface: models, benchmarks, demos.

But across our Gradient Descending event series, we've noticed it has moved one layer down:
https://t.co/GRbvA1NHX8

cc: @AkashBajwa96 , @AndreRetterath, @laurinclass

[Earlybird VC @EarlybirdVC]

Welcome, Eugene Berson as a Catalyst at Earlybird!

In our Catalyst Program, he’ll support Portfolio Founders with predictable growth engines: go-to-market and scaling sales & marketing.

https://t.co/G7p9igrpZU @bersonperson

cc: @AndreRetterath, @ElishevaMarcus, @TimRehder

[Earlybird VC @EarlybirdVC]

Get the full playbook at https://t.co/bwwEriec7b

[Earlybird VC @EarlybirdVC]

€10tn sits in German private capital. Almost none of it flows to long-term startup growth.

Investors still call venture too risky, too hard to regulate, and weaker than buyout. Earlybird & 23 other VCs published the data that busts all three myths.

Recap from the GVGF Forum 👇

[Earlybird VC @EarlybirdVC]

“Distribution beats product” is easy to say. How does it look in practice? Earlybird Catalyst Tilen Kegl held a closed session with our founders. Read a scoop in our Perspectives article: https://t.co/fMO6N48y2E

[Earlybird VC @EarlybirdVC]

Further coverage on Les Echos (🇫🇷) https://t.co/bI7HBDtcPA

[Earlybird VC @EarlybirdVC]

Europe's best deep tech founders keep hearing the same thing at the growth stage: the ambition, the tech, the customers can be European, but the capital to scale has to come from elsewhere.

Today that changes. E2D launches: a €500M European dual-use and defense growth fund.