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Europe Investment Memos

Deep-dive research on Europe's most interesting startups and deep tech companies, written the way top VCs analyze them.

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Frontier AI · Deep Tech · France · Series C
Mistral AI
Europe's answer to OpenAI. $400M ARR growing 20x in 12 months. ASML invested €1.3B. France's president publicly endorses it. And it has a data sovereignty moat that no US company can replicate.
Invest May 2026 Read memo →