Venture and Geopolitics
Dear reader,
I study how the logic of venture and the realities of geopolitics are starting to overlap – and why that overlap matters.
As funding flows shape who owns and steers critical technologies – from AI and cybersecurity to energy, infrastructure, and defence – the decisions made in cap tables and boardrooms are becoming strategic in ways we are only just beginning to understand. Who writes the cheque increasingly determines who sets the direction. And for technologies that underpin economic strength, national security, and societal resilience, this matters.
This newsletter is where I try to make sense of that shift.
I'm a venture capital investment partner, currently based between the UK and France, having previously lived and worked in the US. I invest in companies operating at the edge of security, systems, and strategic infrastructure – often in areas that are technically complex, politically sensitive, and increasingly central to how societies function. My background is in economics, and I’ve always been drawn to the underlying mechanics and societal implications of markets, institutions, technologies, and power.
Venture capital is often framed as a tool for growth. But I believe it is also a tool of alignment – a quiet force that, perhaps more than we acknowledge, shapes who builds, who owns, and who governs the tools of the future. Especially in Europe, where the talent is strong but the capital base uneven, we need a sharper conversation about long-term ownership, strategic autonomy, and the implications of importing capital into critical sectors.
Each week, I share a roundup of news, data, and emerging signals that touch this theme – from AI policy and export controls to IPOs, investment flows, and the geopolitics of infrastructure. I write not to provide answers, but to connect the dots – to understand how venture and geopolitics are colliding, and to explore when, why, and how much that really matters.
Who is building the future? Who owns it? And what kind of world are we funding into being?
If you are a founder thinking long-term, an investor looking beyond returns, or a policymaker navigating a new strategic landscape, I hope this sparks questions, surfaces connections, or offers a lens you find useful.
Warmly,
Cat
