Hosts: Dan Bowyer, Lomax Ward, Mads Jensen Episode summary This week we cover Trump’s Greenland rhetoric and the broader implications for NATO, European defence spending, and sovereignty. Then we dive into the tech and markets that (quietly) moved: Meta’s acquisition of Manus, Octopus/“Kraken” spinning out as a major energy-software player, Discord’s IPO momentum, Revolut’s Turkey expansion via license acquisition, and why UK pensions are underperforming (plus what reform could actually fix)....
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Hosts: Dan Bowyer, Lomax Ward, Mads Jensen Episode summary This week we cover Trump’s Greenland rhetoric and the broader implications for NATO, European defence spending, and sovereignty. Then we dive into the tech and markets that (quietly) moved: Meta’s acquisition of Manus, Octopus/“Kraken” spinning out as a major energy-software player, Discord’s IPO momentum, Revolut’s Turkey expansion via license acquisition, and why UK pensions are underperforming (plus what reform could actually fix)....
🎙️ Upside #51 - Project Eurhope - SaaS Is Sexy Again - The EU US Trade Reality
Upside
1 hour 8 minutes
5 months ago
🎙️ Upside #51 - Project Eurhope - SaaS Is Sexy Again - The EU US Trade Reality
Upside is for anyone interested in the European tech and startup ecosystem. We discuss the real stories that live behind the headlines. Recorded: Friday August 1st 2025 Hosts: VCs - Mads, Lomax, and Dan 00:50 – Big Tech Earnings Blowouts Massive Meta and MS uplift. Massive efficiency gains via AI, despite headcount cuts. Microsoft: $13B AI cloud run rate. Growth driven by CoPilot and Azure. 11:20 – Fundamentally Flawed Figures Inflation sticky around 2.9%. Rates stuck. Why equity mark...
Upside
Hosts: Dan Bowyer, Lomax Ward, Mads Jensen Episode summary This week we cover Trump’s Greenland rhetoric and the broader implications for NATO, European defence spending, and sovereignty. Then we dive into the tech and markets that (quietly) moved: Meta’s acquisition of Manus, Octopus/“Kraken” spinning out as a major energy-software player, Discord’s IPO momentum, Revolut’s Turkey expansion via license acquisition, and why UK pensions are underperforming (plus what reform could actually fix)....
