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)....
All content for Upside is the property of Dan Bowyer & Mads Jensen - SuperSeed and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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)....
Europe’s Comeback - Brexit 2.0 - Another ‘Code Red’ & Roll Up Roll Ups
Upside
45 minutes
1 month ago
Europe’s Comeback - Brexit 2.0 - Another ‘Code Red’ & Roll Up Roll Ups
Upside #69 - For the real news behind the headlines affecting European venture, startups and investing. Every week Mads, Lomax, Andrew and myself (Dan) get together and chat. Bending Spoons 01:27 Berkshire-like roll-up; mostly debt-funded; big integration/tech-debt execution risk. 3:30 “US→Italy arbitrage”—cut expensive US costs, rebuild with top Italian talent + high-efficiency culture; cash-cow ops; high employee satisfaction. 05:13 Success likely hinges on better distribution/ops than prev...
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)....
