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)....
VC's Fun'raising - Has China won AI already? & The WHY behind bubble-talk AI
Upside
46 minutes
2 months ago
VC's Fun'raising - Has China won AI already? & The WHY behind bubble-talk AI
Upside #62 w/ Dan and Mads from SuperSeed plus Ben from Bullhound Capital Key Topics • Fundraising climate in European for VC - friend or foe? • Goldman Sachs’ Industry Ventures acquisition - getting into alternatives?! • Nobel Prize in Economics: Why does this matter to VC and Europe? • What's fuelling the AI bubble headlines? Hype vs fundamentals • China’s physical AI advantage - have they won AI already? • Europe does have a strategic path • Deal of the Week: ecoRobotix 03:01 – VC Fundra...
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)....
