Upside
This week's happenings in startup and investing land. Getting underneath VC, and discussing how to better support the European startup eco-system.
Every week we share what's been on our mind and get under the skin of VC, investing, startups and founder psychology.
From the team behind SuperSeed who invest in technical teams solving difficult business problems.
The network is run on LinkedIn so join me there - https://www.linkedin.com/in/danbowyer/
With full interview audio and video uploaded to all major outlets.
Love to hear from you - dan@superseed.com
Episodes
111 episodes
AI - Who's Paying Now? - Le Chonk - Any Good? - The UK EU Situationship
The latest news behind the European venture headlines - let's connect the dots.Dan, Mads and Pri follow the AI money and find it in your pension, your next laptop and a $40bn SpaceX bond. Plus: Mistral's trillion-parameter cat, DeepSeek...
Who Should Police AI - Inside Anthropic's S1 - UK Venture Shines
Every week, we look behind the headlines affecting European venture. Oura had a book covered four times over and still walked. Micron is printing money. Bailey says everyone's priced to be a winner. Burnham wants to take us back to ...
Trump & Xi summit means what for Europe? - The AI Price War & Agents Are Everywhere
Dan, Mads and a lurgy-stricken Andrew dig behind the week's headlines that will affect European venture. Andrew sounds like Barry White. Mads has somehow become the pessimist. Nobody knows who's playing whom anymore.02:23 Europe has min...
Unpacking AI Doomerism - What Rate Hikes Mean For CAPEX? - Humanoids Land!
Upside is a weekly podcast that looks behind the headlines to unpack what will affect European venture, startups and investing. Dan and Mads flew to LA to sit in row four while Donald Trump dialled into Jensen Huang's keynote. Pri w...
Our Future According To Anthropic - UK Is Innovating? - An AI Doomer Says What?
Mistral's €3bn, Europe finally reaches orbit, and Anthropic says no to the UK. Mads is off. Pri and Andrew Scott step in. 00:45 – Elizabeth Holmes gets a documentary. Sam Altman gets a Christmas Day movie. Nobody asked for either.
AI Free Lunch Is Over - Bonds Burning Will Bite - NVIDIA Circular $ Update
Upside is a weekly podcast that unpacks the real stories behind the headlines that will affect European venture capital, startups, and investing. This week, Bonds, Bubbles and a £500 Toothbrush. Priyanka Savjani joins M...
Nvidia Backstops Wall Street - Open Source is Back Baby! - More AI Agents Go Rogue
Mads is back in London, it's mid-August, and the AI train has once again failed to read the "quiet news week" memo. Dan and Mads go solo on money-go-rounds, half-trillion-dollar backstops, and a robot IP...
Markets Too Hot? - The DeepMind Shake Up - The UKs £1bn Fund
Upside #103 - Power Laws, Poached Engineers & The Chuck Norris of CodingUnpacking the week's news that will affect European venture capital, startups and investing. Mads and Dan from SuperSeed
Markets: Why Winning Is Losing - Big Tech Is Out Of Cash - Cracks in Claude’s Cryptography.
Upside looks behind the headlines to uncover the real stories affecting European venture. Hosted by Europe's leading emerging managers investing early in innovation; space, resilience, deep tech, and physical AI. Recorded 31 July.
US Bans Chinese AI? - Hugging Face Hack PR? - What Will Burnham Do Next?
Every week we dig behind the headlines shaping European venture. This week Dan, Mads and Lomax - all early stage European VCs investing in space, resilience, physical AI and deep tech look at a market that's suddenly charging Big Te...
100th Episode Special: What will our world look like in 2028?
Upside #100 - Two Years, Two Wars, One Existential Crisis, Zero Trophies.Upside is a weekly podcast that looks behind headlines affecting European venture. Hosted by European emerging managers who all invest early into deep tech, space, ...
China Blocks AI - Are UK Pensions Now In Venture!? - Is it 1999?
Live from a Lisbon beach studio, Dan, Mads and Lomax dig behind the headlines shaping European venture. This week: China's AI power play, is UK pension money finally trickling into venture, and a full 10-vs-10 slugfest on whether we're partying...
Burnham’s Britain - AI Creates A New World Order - How Trade Becomes War
Every week, Upside digs behind the headlines shaping European venture. This week Dan, Mads and Lomax get into Burnham's Britain and what a Manchester PM means for tech and capital; how AI is being pulled into a new world order as Wa...
Why Does Micron Matter? Will UK Capital Flow? The AI Bill Is Due - Who’s Paying?
Upside is a weekly podcast looking behind the headlines to see what's going to affect European venture, start-ups and investing. Hosted by Dan and Mads from Superseed, and this week our special guest is Neil Shah from the London Sto...
Anthropic’s Fable - Technical or Political - The G7 AI Backroom Chat - Europe's $Trillion Company
Upside is a weekly show that looks behind the headlines affecting European venture. This week Dan and Mads are joined by Joe Schorge of Isomer Capital — one of the people who literally decides which European VC funds get to exist. Engla...
Has AI Hit Its Glass Ceiling? Quantum IPOs at 500x Rev?! & Siri Goes Google!
Upside is a weekly show that looks behind the headlines that will affect European venture, start-ups and investing. On the show this week: 3:03 — SpaceX IPO day: pop, flop or nothing-burger?7:16 — OpenAI files for IPO...
Time To Rip Out Palantir? - Where Is The AI ROI? - And Florida Sues OpenAI?!
Plus it's EU Sovereignty Week, more on the EU's Palantir Problem & who's now in the the $80bn club?This week Dan and Mads are joined by Matt Russell, Head of Secondaries at VenCap, the 40-year-old firm with a look-through portfolio ...
AI Winners Beyond NVIDIA - Anthropic’s Opus 4.8 Is Out! - A Zero Employee Startup Raises $30m!
This week, Dan and Mads dig into the AI infrastructure boom spreading beyond GPUs, Europe's sovereignty contradictions, the era of the zero-employee unicorn, and a Pope weighing in on AI.00:00 — The week's headlines and some chit chat.<...
IPOs Unfreeze - 3 Sovereign Euro Deals Land - Do You Hate AI?
This week on Upside: Nvidia is so rich it's literally throwing money at shareholders, three megacaps queue up to IPO, and Americans discover they hate AI almost as much as politicians.(00:47) Mads at the BBCA / UKPC. Same name, sa...
Upside Special - What Would European Investors Back With Their Last Euro?
Upside Live from Montenegro: Five GPs, Five BetsRecorded live from a Montenegrin port at a European LP/GP gathering of 80 investors, Dan asked 5 European investors the same question: If you had to put every penny ...
Anthropic Builds - ASML defends - Meta Cracks
Hosts: Mads Jensen (moderator), Lomax Ward (Lisbon beach bum), Dr. Andrew Scott (serial mute-button offender) Missing: Dan Bowyer — scaling actual mountains. We told him to come back alive. Mostly because nobody else wants to mode...
Musk v. Altman - UK Eats EU AI Act - SMRs Solve UK’s Energy Crisis?!
Every week on Upside, we look behind the headlines to expose the real news affecting European venture, startups and investing. Charles hands Trump a bell, Musk says he's not building AGI (this week), and Brussels manages 12 h...
EU Eats Its Own - Europe Gives Up On Space - Is SpaceX Really Buying Cursor?
Upside is a weekly podcast that unpacks the real news behind the headlines affecting European venture startups and investing. Hosted by Mads and Dan from SuperSeed. This week: the EU admits i...
EU Hungry for Hungary - Solo Founder Unicorns - & Let’s Ship Something Great!
Upside is a weekly podcast that unpacks the news and headlines that will affect European venture startups and investing. This week Dan and Mads go deep on what Hungary's political earthquake mean...
Menacing Mythos, Mega IPOs & Dimon’s Doomerism
Upside is a weekly podcast that looks behind the headlines affecting European venture, startups and investing. On this week's show...Anthropic is having the week of its life, Jamie Dimon wants you to know the sky is falling (again), and ...