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 #56 - Most Euro Pension Cash Ever, The Power of Xi, & Let Chaos Reign
Upside
43 minutes
4 months ago
Upside #56 - Most Euro Pension Cash Ever, The Power of Xi, & Let Chaos Reign
Let markets drive early-stage VC; fix EU growth/IPO capital via pension reform. Win AI as power users, not model builders. Geopolitics demands EU/ally coordination. Quantum’s having a moment. This week it's Mads, Lomax and Dan. All European early stage VCs looking behind the headlines to explore what's affecting venture, founders and investors. 00:00–03:07 — “28th regime” for EU VC?Dan proposes a structured EU venture vehicle 03:07–07:46 — Let chaos reign- Bottom-up or top-down? governments ...
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)....
