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Europe needs €6 trillion in infrastructure investment this decade. €4 trillion of that has no committed capital yet. That gap isn't a problem waiting to happen. It's a category being born.
PT1 Managing Partner Nikolas Samios sat down with tech journalist legend Mike Butcher ✍️ for his new Pathfounders series to dig deeper into this topic.
Their conversation covers why the green transition and the resilience agenda are actually the same bet viewed from a different angle, why construction productivity hasn't moved since 1995 while Europe faces a 2 million worker shortage by 2030 and why, as Nikolas puts it simply, "There is no alternative. The question is just how high does the pain level need to rise."
If you're a founder or investor still treating infrastructure as a slow, unsexy category, this interview is worth your time.
Check out the full interview on the platform of your choice: