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 ...
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.
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 ...
This week on Upside – It's a digital sovereignty deeper dive - what does it really mean, Nvidia is up but kinda not, Apple vs CMA - stormy teacup, and Governments Buying AI - which is a a great thing! Yes it is. With Mads, Lomax, Andreas and Dan. 00:52 – Why Nvidia is “the poster child” Picks & shovels of AI; outsized share of data-centre capex; sheer scale of valuation and index weight. 01:49 – Numbers that bend the mind $100B rev $25B net income quarter; growth decelerating (YoY stro...
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 ...
