Good morning,
Spring buds already all over Europe (blossoming London trees look amazing!), better weather, complicated macro and mega interesting local projects - these days I am a busy bee working as hard as ever and only wish I had a whole lotta more time in my hands.
Welcome to Sunday CET, people - hope all is well with y’all. Today, I have an interesting Euro-brewed project to bring to your attention - let’s get to it.
Best,
Dragos
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Market talk
OpenClaw earlier this year felt like the start of something on European ground. Pete has become a super star, while VCs raced to buy him a coffee and turn him into as warm of a Whatsapp contact as possible for their funnel - you know the drill.
Here's another one that launched around the same time and which I think is arguably bigger - less viral, more consequential.
Meet Polsia.
In a nutshell, Polsia enables the automated creation of a business, handling planning, coding, marketing, operations or emails without humans.
You can do your own idea, or if you don’t have one, it will create it for you based on your profile, if you login with Google - if you don’t, will just invent something on the spot based on the location of your IP. You can then fine tune everything, if you wish so.
Just a few clicks and you’re done - pretty impressive!
Sounds like Lovable, right? Here’s the hook though - not only that generates some good enough ready-go assets for you, but it can also run them for you by itself. It closes the loop - unlike Lovable or Replit, which will probably follow suit.
You just hire a $49/month AI agent that will suggest the next tasks and execute them for you, without any human involvement, while the platform takes 20% of revenue in exchange for running the company.
Basically it’s an orchestration layer that produces on the spot a turn-key framework enabling anybody to start generating money, as it runs planning/execution cycles automatically.
Just like with OC, you gotta try it to figure it out. The project is pretty basic and still rough at the edges but the execution is solid, and its underlying premise is catchy. The value prop is simple enough that you don't need to be technical. Being a complete noob will do - which is the whole point.
Think long tail for micro-SAAS businesses, just like YT has created the long tail for videos.
Don’t over-analyse what it’s like today - imagine it’s 100x better and its potential for economic value creation, that is pretty dope!
Putting aside that Polsia is itself a one-man project, its product enables other one-man projects being developed on the spot at scale. The future is here, un-evenly distributed.
Polsia is what Lovable would look like if it were invented today instead of three years ago - interesting to note that this is a disruptive move in their space, all while Lovable went after the enterprise market instead of disrupting itself. Which it’d have been crazy to begin with since the Swedes are still putting flags in a blue ocean.
However, we’re far from an equilibrium point and situation is highly fluid, where any competitive advantage is just temporary - broadly, the reason Polsia-like systems suddenly make sense now is because several AI capabilities matured at the same time. Five years ago this idea was science fiction. Today the building blocks exist.
A few words on the dude - project is done by Ben Broca, a fairly seasoned French techie who’s been on the founding team of CloudKitchen (Travis Kalanick's post-Uber play), which is similar in a way in terms of end-to-end infra thinking. Not a wannabe wanting VC validation and help to get rich, but a mission-driven senior guy who understands and executes tech shit at the top level. Europe doesn’t have too many of those guys.
I discovered Polsia last week, when it was producing less than 1M in ARR and as I write it’s at an exact $2,489,660 run rate (Saturday early AM). Still super early innings at 3k projects - but if it grows like Cursor or Lovable at this age i.e. 10x every 6-8 months, it will pass 100M in 12 months and 1B in 24.
Look him up and give the project a try - Ben did a good podcast here earlier this week, and last night Andreas also put out an interview with him, so I guess he’s already inundated with VC friendship requests.
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Signals
We have screened 200+ fundraising deals closed in Europe this week.
We archive/transform deal-related data into an easy-searchable intelligent asset at N9, and email a selection of the interesting ones to our customers every week.
Below a recap of the week.
Interesting early stage deals
🇫🇷 Metavonics - hardware for aeronautics
🇬🇧 QFEX - 24/7 exchange for traditional financial markets
🇮🇹 Roboze - defence manufacturer
🇸🇪 The Token Company - LLM compression middleware
🇩🇪 Superapp - vibe coding for Apple apps
Big numbers
🇬🇧 Oxa - 100M
🇩🇪 Flink - 100M
🇦🇹 Gropyus - $117M
+
a bunch of 30-50M deals for promising defense tech, AI procurement, chips etc - will cover them in our Monday intel.
Cheat sheets
review of a German crew building in an AI category formation vertical
Euro startups building data centers in space - who and why
the big risk of a 40m seed round solving for European defence
who is doing nuclear business in Europe atm
the active American investors in Europe
the hedge fund run by a 25 years old German researcher
the 2026 VC cheat sheet
We add more signals on Linkedin and keep a religious track of what’s interesting in Europe on Nordic9.
We produce intel notes for the best investors in Europe every week - join them!
That’s all folks, have a wonderful week!
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Created every Sunday by @drnovac of Nordic 9 with weekly notes and observations from the European startup ecosystem.
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