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 #46 - Is Big Tech Britain On Track? Bubble or Boom?
Upside
53 minutes
5 months ago
Upside #46 - Is Big Tech Britain On Track? Bubble or Boom?
🎙️ Episode Highlights 00:00 – Market Pulse: We’re So Back Baby! US IPOs are red-hot (CoreWeave, Circle), S&P nearly at ATH, and Q2 GDP forecasts hit 3.5%. The resurgence in AI and crypto-led optimism despite fiscal clouds. 03:00 – Bubble or Boom? Are we heading into bubble territory? US deficits are ballooning, but M&A tailwinds and LP liquidity look promising. 05:00 – The Sentiment Effect Economic psychology: consumer sentiment drives GDP. Europe’s problem? It talks itself down...
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 ...
