Upside

🎙️ Upside #EP— IPOs, AI vs Doctors, London’s Trouble & The Internet’s Future ⏱️ 02:30 – Figma’s IPO & European Stakes Filing in NYC after failed Adobe acquisition $800M+ revenue, 91% margins, 132% NDR $5B Index Ventures payday Why this matters for Euro tech ⏱️ 08:50 – London’s IPO Disaster Worst first half in nearly 30 years: only $160M raised AstraZeneca flirting with a US listing Can Lon...

🎙️ Episode Highlights 00:00 – Market Pulse: We’re So Back Baby! US IPOs are red-hot (CoreWeave, Circle), S&P nearly at ATH, and Q2 GDP forecasts hit 3.5%. The resurgence in AI and crypto-led optimism despite fiscal clouds. 03:00 – Bubble or Boom? Are we heading into bubble territory? US deficits are ballooning, but M&A tailwinds and LP liquidity look promising. 05:00 – The Sentiment Effect...

🎙️ Upside 45 Podcast – “Defence, Dirty Deals, and Disruption” This week   EU defence spend motors - will it save us? European Space Agency military satellites  US-China competition - European opportunity? US IPOs up 30% this year, so far, so what British surgical robotics start-up -> sell-out ⏱️ [01:13] – Geopolitical Hotspots and Defence Iran’s global influence and diaspora Ukraine’s resistanc...

Upside - The *real* stories affecting European Venture. This week Mads, Lomax and I discuss: AI cybercrime, UK govt investing in tech/AI, cheap energy (nuclear isn't), Tesla’s RoboFail, 996 and founder work-life balance, AI growth but is the revenue good? and the shock flip between private vs. public markets. 01:24 – Cyber-Security: Rising Threats 43 % of UK businesses hit by cyber-crime last...

Hosts: Dan Bowyer, Lomax Ward, Mads Jensen. The real news behind the headlines affecting European Venture. ECB interest rate cuts, IPO market divergence, AI copyright tension, UK Strategic Defence Review, and the NHS starts liquid biopsies. 00:58 – ECB Rate Cuts: So what for Europe and Startups? 8 rate cuts in 12 months signals easing. EU’s sub-2% inflation vs. US’s higher inflation + deficit (~7%...

Trade Wars, Tariffs, and Tech Shifts – The Big Picture Shaping European Startups With Dan Bowyer, Mads Jensen & Lomax Ward 00:00 – Intro: The Need to Talk Tariffs Dan kicks off the episode with a reminder: No groans, we need to talk tariffs. Taco tariffs, international trade deals, and looming US-EU trade tensions. 00:29 – Federal Judges, EU-US Trade, and Startup Impacts The EU-US trade deal c...

The real stories behind the headlines affecting European Venture. This week Mads, Lomax, Andrew and I are all out and about at various conferences and events speaking with European LPs and GPs about our ecosystem - themes and trends for 2025 and beyond, how we grow, how we go toe-to-toe. The pitfalls, the breaks and beyond. Interviews with: Jone Vaituleviciute from First Pick Francesco Perticarari...

🎙️ Upside: Special Edition with Jo Living — Poker, Pressure & Performance in Business, Startups and Investing Host: Dan Bowyer Guest: Jo Living, Founder of ACES High Jo Living joins Dan to explore the high-stakes parallels between poker and the business world. From her upbringing around cards to founding a FemTech startup and launching ACES High, Jo unpacks how poker has helped her navigate ne...

Upside: Public Meets Private – What It Means for Venture In this episode of Upside , Dan is joined by Lomax from Outsized, Andrew from 7%, and Mads from SuperSeed to explore how public markets intersect with private markets—and why it matters for VCs and founders alike. Key Topics Covered: [00:01] Welcome & Intros: Dan welcomes guests and sets the scene for a deep dive into public vs. private...

🎙️ Upside #40 Podcast — For The Real Stories Behind The European Venture Headlines If you're into startups, VC investing, European Venture, or anything startup-ecosystem and business - this podcast is for you. Host: Dan Bowyer (SuperSeed) Guests: Lomax (Outsized), Mads (SuperSeed), Chris Elphick (BVCA) 00:00 — Introduction Dan welcomes listeners to Upside , introducing co-hosts Lomax and Mads...

🎙️ Upside Podcast: The Real Stories Behind The Headlines Affecting European Venture Hosts: Dan Bowyer (SuperSeed), Andrew J Scott (7Percent), Mads Jensen (SuperSeed) 🔥 Episode Highlights This week, Dan, Andrew, and Mads tackle the latest trends shaping Europe’s startup and tech ecosystem, including: Cash Inflows into Europe: Massive cash movements into European funds – but how meaningful is this...

🎙 Upside: The Real Stories Behind European Venture Hosts: Dan (SuperSeed), Lomax (Outsized), Andrew (7%), Guest: Dilek Dayinlarli (Scalex Ventures) ⏪ In This Episode This week on Upside , the gang is joined by the brilliant Dilek Dayinlarli , founder and managing partner at Scalex Ventures. Together, they unpack the latest headlines, industry trends, and ecosystem insights — with a deep dive into...

🎙️ Featuring: Dan (SuperSeed VC) Lomax (Outsized) Andrew (7%) 00:30 – Klarna’s IPO Pulled & BNPL Under Pressure Lomax reflects on Klarna pulling its IPO, amid turbulent markets and declining peers like Affirm. Is the buy-now-pay-later model starting to creak under macro pressure? 02:15 – Wave AI x Nissan: A Mega Auto Deal from Cambridge A highlight for the UK: Wave AI’s $1.2B-backed AV tech la...

The shifting sands of geopolitics, defence tech, and AI — and what it all means for European startups, investors, and the broader ecosystem. From Germany’s defence splurge to Trump’s tariff theatrics and the commoditisation of LLMs, this one spans continents and controversies. 🧵 Topics Covered Liberation Day (US): What does Trump’s tariff agenda mean for European startups? Is it just noise, or sh...

🎙️ Upside: The Real Stories Behind European Venture 🎧 In This Episode Join Dan, Lomax, and Mads, with special guest Alex Macdonald (founder of Sequel and investor), for an opinion-packed episode exploring: 🔦 Project Europe: Can It Save European Founders? Alex shares his insider take as an LP in Project Europe — why he committed in 11 minutes, what makes it different, and how it's supporting...

Hosts: Dan, Lomax (Outsized), Andrew J Scott (7%), Mads (SuperSeed VC) Runtime: ~48 minutes Topic: Markets, M&A, AI mayhem, longevity hype, startup espionage — and a little bit of Bryan Johnson's bedtime routine. 🔍 This Week on Upside : We’re going full spectrum this week: markets moving, EVs charging faster than ever, biblical-level AI revelations, Google splashing the cash, and even MI...

The UK’s Cost-Cutting Drive – DOGE'esque? UK government’s plan to cut civil service costs using AI-driven efficiencies. Public sector pensions estimated between £2.5-5 trillion – is cost-cutting enough? Will AI and startups play a role in optimising government spending? Project Europe – Can It Keep Talent From Leaving? 20VC’s Harry Stebbings launches Project Europe to fund under-25s with €200...

Upside Podcast: Defence, Health Tech & The Future of European Venture This week on Upside, Dan Bowyer (SuperSeed VC) is joined by Lomax (Outsized) and Peter Ward (Humanity) to dive into two major themes dominating European venture: defence and health tech. With Mads away running up hills in Spain with fellow VCs and LPs, the trio take a no-holds-barred approach to dissecting the latest develop...

Euro Grind, Google Grind, and Startup Hustle. As normal we dig behind the headlines to discuss the real stories affecting European venture. With Dan Bowyer, Mads Jensen, Andrew Scott and Karin Nielsen. The State of European Tech vs. the U.S. Karin’s reflections on her trip to San Francisco and the stark contrast in optimism between the U.S. and the UK. The resurgence of hustle culture in the U.S....

In this episode of Upside, hosts Dan and Mads from SuperSeed are joined by Ben Prade, Partner at GP Bullhound. Topics covered: State of European Venture Capital  Geopolitics & VC - the Munich Security Conference, JD Vance, European autonomy in defence and tech, China filling the void VC Fundraising & LPs AI and defence are hot baby! Shift from US pension to government cash, VCs must engage...

Upside #29 - Le Summit, Le Chat, Le $100bn LP Blind Spots LP in Asia with 3000 managers but only 3 in Europe—why? European VC viewed as a "blind spot" by many investors in Asia and the US. The need for European investors to bridge the perception gap. Deep Dive: The France AI Summit Focus on "Inclusive and Sustainable AI." 100 countries in attendance, 61 signed the agreement—but...

In this episode, Dan, Lomax, and Mads dive into a packed agenda spanning tech earnings, European venture dynamics, government policies on AI and nuclear energy, and the debate over whether Europe—or the UK—could (or should) define its own version of the “American Dream.” Mads shares insights from his recent visit to Number 10 Downing Street to discuss the UK’s AI strategy, and Lomax highlights a s...

Hosts : Dan, Andrew, Mads and Lomax The Future of Defence in Europe - Show tRump the monnaayyyy - NATO defence spending push: Lithuania and Estonia commit to Trump's 5% target. - Europe's over-reliance on US defence infrastructure – time to build independent capabilities? - Startups and venture capital in defence: The next big opportunity? - Should Europe follow the US model of defence t...

This week Dan, Lomax, and Ferdinand discuss European startup investing, focusing on the impact of AI, job cuts at Meta and what that really means, commercial changes at the head of the UK competition regulator, airport expansions mean what and for whom exactly, plus a meaningful M&A uplift in activity. How can we not talk about Trump's first few days and knock on policies for our European...

In this episode, we dive into the future of London's IPO pipeline, the UK's ambitious AI opportunities action plan, and Colossal Biosciences' fascinating mission to resurrect extinct species like the woolly mammoth. We also explore the role of white hydrogen as a potential energy frontier and discuss Europe's rising share in global tech value. From market insights to groundbrea...