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)....
God AI - A German Ecosystem Deepdive - Part Time VCs - Google Hot Or Not?
Upside
50 minutes
1 month ago
God AI - A German Ecosystem Deepdive - Part Time VCs - Google Hot Or Not?
Upside #68 w/ Robin Haak (Robin Capital), Lomax (Outsized), Mads and Dan (SuperSeed). Topics: Germany’s slowdown • Social media bans • UK budget • Solo GPs • N26 • Europe vs Big Tech • AI Corner 01:21 – Robin’s Background 100+ investments, 8 unicorns. Co-founded SmartRecruiters → sold to SAP ($100M ARR). Former GP at Revaya (€600M AUM). Now building a 50-year solo GP franchise. 03:58 – Social Media Ban for Under-16s Mads: EU Parliament pushes advisory resolution; strong evidence social media ...
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)....
