Quantum computing has spent decades being "just around the corner".

Now quantum companies are raising record rounds, heading to public markets and moving closer to commercial adoption.

In the latest episode of This Week in European Tech, Mads Jensen of SuperSeed is joined by Andrew J. Scott, Managing Partner at 7percent Ventures, and Callum Stewart, Principal at BullhoundCapital, to discuss why quantum may finally be reaching an inflection point.

The conversation explores BullhoundCapital's investment in Oxford Quantum Circuits (OQC), when quantum advantage could become commercially meaningful, why quantum sensing may arrive before large-scale quantum computing and what Europe's position could be in the next wave of deep tech.

They also discuss sovereign AI, Anthropic's latest model release, AI infrastructure, Britain's technology strategy and the biggest stories shaping European tech this week.

Topics covered

  • Why quantum may be closer to commercial adoption than many investors think
  • The investment thesis behind OQC
  • Quantum computing versus quantum sensing
  • Europe's opportunity in quantum and deep tech
  • Sovereign AI and frontier models
  • Anthropic's latest release and the future of AI infrastructure
  • The UK's approach to AI chips, compute and technology sovereignty

Timestamps

  • (00:00) Introduction and today's agenda
  • (03:00) SpaceX's IPO and the impact on venture
  • (08:00) OpenAI, Anthropic and the AI race
  • (16:00) Why quantum is reaching an inflection point
  • (18:00) The investment case for Oxford Quantum Circuits
  • (20:00) When quantum computing becomes commercially useful
  • (25:00) Quantum sensing and the next wave of applications
  • (31:00) Anthropic's new model and AI safety
  • (41:00) Europe's AI regulation dilemma
  • (46:00) Britain's sovereign AI ambitions
  • (54:00) The UK's AI infrastructure strategy
  • (01:05:00) European tech deals of the week
  • (01:08:00) The week ahead in European tech

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