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
Upside
AI Free Lunch Is Over - Bonds Burning Will Bite - NVIDIA Circular $ Update
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
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 Mads, Andrew and I on the pod - she's the ex-founder of PriBakes, ran actual factories, and is now judging everyone else's.
02:43 - Broadcom "misses" by a rounding error, market has a tantrum anyway. Guidance says double, then double again. Fine.
04:38 - Matt Clifford leaves UK Gov for Anthropic. Turns out AI policy leverage lives in San Francisco, not Whitehall.
06:26 - Apple rents Siri's brain from Google for $1bn/year. Andrew declares the death of Apple. Dan orders a foldable.
12:14 - Wayve hits London streets; car meets Just Stop Oil, everyone panics.
23:13 - AI Corner: Meta offers 95% off if you hand over your data. Genius or dystopia? Yes.
29:28 - Bonds. Stay awake - $160 trillion says you should.
33:33 - Circular AI financing goes from equity to debt. 29 entities, 61 flows, one nervous glance at Oracle.
37:25 - Prediction: Oracle to junk. You heard it here.
39:28 - Deals of the week: Instinct ($2.5bn, lives in iMessage, knows your credit card) and iPronics (Valencia, photonics, Nvidia on the ticket).
44:06 - The £500 AI toothbrush. Dan's £20k jaw declines to comment.
