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 #61 - Defence Special PLUS what IS the AI bubble really?
Upside
1 hour
1 month ago
Upside #61 - Defence Special PLUS what IS the AI bubble really?
Voices: Nicholas Nelson (Archangel) • Dan • Lomax • Mads TL;DR Defence-first wins on capability and returns; primes are partners and channels.Helsing: buys platforms/revenue for access; layers AI—different from Anduril’s buy-TRL-tech + scale model.Beyond drones: biggest gap/opportunity is tactical EW.Procurement: more fast lanes (SOF, pilots); primes getting easier to work with.AI: real profits exist (esp. NVIDIA), but value chain is fragile; expect a correction, not a collapse. Picking win...
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 ...
