This week in Upside #67 Mads returns from Slush with 24 one-to-ones under his belt and a head full of insights. Dan and Lomax dig into Germany’s €35B space strategy, the surprising data behind immigrant-founded unicorns, and Europe’s defence-IPO boom. They break down Vinted’s huge secondary, the EU’s attempt to kill cookie banners, and the UK’s sudden wave of AI investment initiatives. In AI Corner: why 70% of AI startups now ship on open-source models, Google’s new TPU-trained Gemini 3, and ...
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This week in Upside #67 Mads returns from Slush with 24 one-to-ones under his belt and a head full of insights. Dan and Lomax dig into Germany’s €35B space strategy, the surprising data behind immigrant-founded unicorns, and Europe’s defence-IPO boom. They break down Vinted’s huge secondary, the EU’s attempt to kill cookie banners, and the UK’s sudden wave of AI investment initiatives. In AI Corner: why 70% of AI startups now ship on open-source models, Google’s new TPU-trained Gemini 3, and ...
🎙️ Upside #51 - Project Eurhope - SaaS Is Sexy Again - The EU US Trade Reality
Upside
1 hour 8 minutes
3 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
This week in Upside #67 Mads returns from Slush with 24 one-to-ones under his belt and a head full of insights. Dan and Lomax dig into Germany’s €35B space strategy, the surprising data behind immigrant-founded unicorns, and Europe’s defence-IPO boom. They break down Vinted’s huge secondary, the EU’s attempt to kill cookie banners, and the UK’s sudden wave of AI investment initiatives. In AI Corner: why 70% of AI startups now ship on open-source models, Google’s new TPU-trained Gemini 3, and ...
