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.
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Upside
Nvidia Backstops Wall Street - Open Source is Back Baby! - More AI Agents Go Rogue
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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 IPO that's 5,526x oversubscribed.
00:00 – Intro: just the two of us, we can make it if we try, just the two of us, building castles in the sky
01:20 – Markets: FTSE flatlining, S&P at records, UK GDP quietly outgrowing Germany and France. Nothingburgers all round
05:32 – A $2–3 trillion AI IPO... timed for the US midterms. What could possibly go wrong?
06:31 – Thrive Holdings: Friend A pays Friend B to buy Friend C. It's fine. It's a billion in revenue. It's fine
08:40 – Mistral reselling Chinese open-source models. Frontier lab to neo-cloud in one graceful pivot
11:20 – Gemini hits 1B users; Google pays $1.5B for a 100-day-old startup. Regulators, look away
13:44 – Nvidia lines up $500B+ of Wall Street money and guarantees a quarter of it. Compute is now an "investible asset class," apparently
22:42 – Zuck's 6,500-word ode to open source. Dan calls bullsheets
29:00 – Unitree's $9B IPO: iPhone moment or very expensive Newton?
36:10 – Rogue agents: Taiwan's government hacked autonomously... and one AI socially engineers its way into a Pilates class
40:20 – Why American plumbers out-earn British graduates
48:41 – Prediction: reverse acquihires land in Europe
49:07 – Deal of the week: Cambridge Aerospace's $300M Series C
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