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 #53 - EU vs US Wealth Creation, Energy Breakthroughs, M&A Boom Means?
Upside
48 minutes
4 months ago
Upside #53 - EU vs US Wealth Creation, Energy Breakthroughs, M&A Boom Means?
For the real news behind the headlines affecting European venture. Hosts: Dan Bowyer & Mads Jensen, with Joe Knowles from Smedvig Ventures (01:15) US vs. Europe in Wealth Creation US dominates wealth & compounders due to internet hyperscalers. Europe: strong talent, growing startups, but weaker late-stage funding & exits. Pension fund restrictions and lack of capital allocation are core structural issues. (12:10) AI Race & Europe’s Challenge US likely to win again; Europe ri...
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)....
