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 Ep #59 — UK at a Crossroads, AI Surge, Defence Tensions, H1B Shock
Upside
1 hour 1 minute
3 months ago
Upside Ep #59 — UK at a Crossroads, AI Surge, Defence Tensions, H1B Shock
Yes we're European VCs so YES we're talking AI and defence! But there's still more of the pie to eat, so dig in. 02:00 🇬🇧 UK in the doldrums * Little to no growth (1.5% vs US 3.8%). * Inflation stubborn at 3.8%. * 130k jobs lost since last budget. * Housing, Heathrow, HS2 — stalled megaprojects. 06:30 📉 Structural weaknesses * UK pensions: only 4.4% in UK equities (vs 50% in past). * FTSE = $2.8T — smaller than Apple alone. * R&D spend at 1.7% vs US 3.5%. 10:00 🚀 Reasons for optimism * ...
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)....
