SV | E501 | Matthew Spence, Barclays — Why Defense Tech Is Back, IPOs Are “Sneaky Good” & The Return to Deep Tech

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5d ago 19:25

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In this episode, David Cruz e Silva sits down with Matthew Spence, Barclays’ Global Head of Venture Capital Banking, to talk about the state of exits, dual-use tech, and how Europe can seize the next defense innovation wave. With a background spanning the White House, Pentagon, and a16z, Matt shares a unique view from the intersection of global power, technology, and venture.
Who should listen:

GPs working with later-stage companies or exit-readiness
LPs and allocators curious about dual-use and defense opportunities
Policymakers and ecosystem builders across Europe
Anyone wondering how venture intersects with geopolitics

Here’s what’s covered:

00:00 Meet Matt Spence & why Barclays is doubling down on venture
01:00 SuperVenture 2025: Why Berlin matters to a Silicon Valley banker
01:39 “Sneaky good”: The IPO market is back—but not how you expect
03:00 How GPs can prep for exits—before they’re even on the table
04:00 Barclays as an LP: What their private bank is looking for
05:10 Defense tech: From bombs to AI & cloud for the battlefield
07:00 “The government is a terrible customer”—but that’s changing
08:30 Dual-use: Why it’s not code for defense and shouldn’t be
10:00 The real opportunity for Europe: leapfrog, don’t lag
12:30 A wake-up call for Brussels and national leaders
15:00 The return to deep tech: hardware + software, redux
16:45 Why this isn't just a new trend—it's a venture returning to its roots

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