Is SaaS Over? The Rise of AI and Deep Tech

In this episode, we sit down with Anne-Charlotte Philbert, Managing Director at Eurazeo, to explore how AI is transforming venture capital, entrepreneurship, and the way investors assess businesses.

Anne-Charlotte shares her perspective on why Europe could be particularly well positioned to compete in AI, especially in highly regulated sectors such as pharmaceuticals and robotics. She explains how Europe’s regulatory expertise, industrial strength, and entrepreneurial talent could become important advantages — while also highlighting how certain policies can risk slowing innovation.

We also discuss:

→ How AI is changing venture capital and investment decisions

→ How investors are evaluating AI-native companies compared with traditional SaaS businesses

→ Why Europe has strong potential to compete in the global AI landscape

→ How regulation and policy can impact innovation at an early stage

→ Why Biorce could be transforming an entire sector