Upside

Afleveringen

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  Nvidia Backstops Wall Street - Open Source is Back Baby! - More AI Agents Go Rogue 15.08.2026 52min

  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 trillio...
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  Markets Too Hot? - The DeepMind Shake Up - The UKs £1bn Fund 08.08.2026 57min

  Upside #103 - Power Laws, Poached Engineers & The Chuck Norris of Coding Unpacking the week's news that will affect European venture capital, startups and investing. Mads and Dan from SuperSeed host. This week: special guest Sion Evans, MD at VenCap International, the Oxford fund-of-funds that's put $3bn into 500 funds and politely passed on Palantir. He's fine about it. 02:27 Palantir doubles revenue; CXMT becomes China's most valuable company. State capitalism: annoyingly effectiv...
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  Markets: Why Winning Is Losing - Big Tech Is Out Of Cash - Cracks in Claude’s Cryptography. 01.08.2026 53min

  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. Dan, Mads, Lomax and Andrew on the FTSE having a record week precisely because it owns no technology, a Chinese memory maker worth more than Intel on the strength of laptop RAM, and a 24-year-old's hedge fund discovering that leverage cuts both ways. [00:00] Nobo...
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  US Bans Chinese AI? - Hugging Face Hack PR? - What Will Burnham Do Next? 25.07.2026 56min

  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 Tech for its AI spend, an agentic breach we called back in April, and the one question that decides Britain's future: is there any growth without a return to risk? ⏱️ Chapters 01:05 – Check-ins: Proto Town, what is it? 01:35 – Quick News: $100 oil, the Pa...
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  100th Episode Special: What will our world look like in 2028? 18.07.2026 1u 5min

  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, physical AI, health, defence and resilience. [02:34] Football grief counselling. Lomax recounts dragging a foldable chair home through the streets in an England shirt "my low point of 2026." Denmark, meanwhile, won something in 1992, apparently. [04:20] News ...
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  China Blocks AI - Are UK Pensions Now In Venture!? - Is it 1999? 11.07.2026 1u 1min

  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 like it's 1999. 01:10 — Quick news roundup. Grok 4.5 with Cursor, all three flavours of GPT-5.6, Nvidia shedding $1tn (still up 1,500% since ChatGPT), and UK startups raising $17bn in H1 2026 across four mega-rounds. 03:17 — Last week, settled. Tesla...
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  Burnham’s Britain - AI Creates A New World Order - How Trade Becomes War 04.07.2026 1u 6min

  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 Washington moves from regulating the frontier to gating it, and possibly owning a slice of it; why June's "AI meltdown" was really a rotation, not a crash; trade turning into economic warfare across the US, EU and China; and the quiet return of the human, the r...
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  Why Does Micron Matter? Will UK Capital Flow? The AI Bill Is Due - Who’s Paying? 27.06.2026 45min

  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 Stock Exchange. A man, his pants, and an ice cube. Dan melts on air. Neil gets called an "artificial Indian" for failing British weather. The London Stock Exchange's tech chief joins to share how the tide is turning. 02:00 — Mini market update: AI in...
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  Anthropic’s Fable - Technical or Political - The G7 AI Backroom Chat - Europe's $Trillion Company 20.06.2026 44min

  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. England beat Croatia 4:2, a new PM may have appeared overnight, and somehow we tied none of it back to venture. Onwards. 02:25 Economic vibe check — S&P on a record tear (up ~24%), but 75% of economists now whisper "20% drop." The FTSE hits 10,504 and the UK ...
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  Has AI Hit Its Glass Ceiling? Quantum IPOs at 500x Rev?! & Siri Goes Google! 13.06.2026 1u 9min

  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 — own OpenAI at $1tn or Anthropic at $965bn? 9:50 — Bending Spoons files for Nasdaq: Europe's app-Berkshire 14:01 — ECB's first hike since 2023, and Iran 14:35 — European Quantum Week: inside OQC's £260m round 24:45 — Quantum sensing: navigation without GPS 31:08 — Fable &a...
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  Time To Rip Out Palantir? - Where Is The AI ROI? - And Florida Sues OpenAI?! 06.06.2026 55min

  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 of ~500 funds and ~17,000 companies, and seemingly exposure to every name that's ever mattered. We get into why secondaries aren't the bargain-bin everyone thinks, why Brussels keeps reaching for the statute book instead of the chequebook, whether the ...
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  AI Winners Beyond NVIDIA - Anthropic’s Opus 4.8 Is Out! - A Zero Employee Startup Raises $30m! 30.05.2026 52min

  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. 01:15 — Ferrari's Luce, SpaceX Starship postponement, Gary Lineker's VC firm, Kirkland & Ellis builds its own AI stack. 07:00 — The new Dealroom report: London reclaims top spot from Paris. 08:30 — AI infrastructure beyond GPUs. Micron and SK ...
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  IPOs Unfreeze - 3 Sovereign Euro Deals Land - Do You Hate AI? 22.05.2026 40min

  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, same problem, same answers nobody's implementing. Plus a quick spin through Ben Evans' latest, ASML's revenue upgrade, and Meta canning 8,000 engineers. Cool, cool, cool. (02:30) Nvidia returns $80B to shareholders - roughly the GDP of Tunisia, give or take. Free cash...
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  Upside Special - What Would European Investors Back With Their Last Euro? 16.05.2026 44min

  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 of your fund and personal capital into one bet in Europe, where would it go? (01:21) Jens Lapinski — German super angel Jens would back the full AI stack, money transfer infrastructure, training environments, enterprise deployment. On sovereign AI, he argues the US-Europe...
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  Anthropic Builds - ASML defends - Meta Cracks 09.05.2026 56min

  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 moderate. [02:30] — ARM vs Spotify: One the Market Loves, One It Doesn't Both posted good numbers. ARM got rewarded, Spotify got a -13% haircut and a 25% YTD drawdown despite record margins and 761m MAUs. Lomax calls ARM's AGI CPU pivot a "bet the farm." Mads drops the C...
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  Musk v. Altman - UK Eats EU AI Act - SMRs Solve UK’s Energy Crisis?! 01.05.2026 40min

  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 hours of trilogue with absolutely nothing to show for it. Meanwhile Big Tech spent the GDP of a small country on GPUs, and Europe, yes, Europe, quietly dropped two near-billion-dollar AI rounds out of UCL. Buckle up. (00:48) Round-up King Charles's grooming of Trump ...
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  EU Eats Its Own - Europe Gives Up On Space - Is SpaceX Really Buying Cursor? 24.04.2026 45min

  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 it wrote a bad AI Act (shocking), Sergey Brin is wheeled out of retirement again, SpaceX buys a coding company because of course, and Wall Street invents a new way to short private credit. Dan and Mads untangle. (02:00) DeepSeek V4 drops overnight — Chinese open-weights model benchmarking at Opus 4.6...
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  EU Hungry for Hungary - Solo Founder Unicorns - & Let’s Ship Something Great! 18.04.2026 42min

  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 means for European capital flows, why Anthropic is speedrunning a monopoly, and whether one bloke with a laptop can really build a unicorn (spoiler: it's complicated). [03:28] Orbán Out, Money In Hungary was the EU's most corrupt member state and Orbán was Russia and China's favourite circuit-breaker i...
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  Menacing Mythos, Mega IPOs & Dimon’s Doomerism 11.04.2026 48min

  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 Germany spent €2 billion learning that shipbuilding is hard. Dan and Lomax fly as a duo this week. 00:00 – Intro & News Radar – Iran ceasefire (maybe), global VC hits $300B in Q1 alone (70% of all 2025 deployment), four companies absorbed $188B of that, R...
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  Why $800m Mistral? - Who’s Boycotting Palantir? - When CoreWeave Crushed Poolside 04.04.2026 53min

  Every week we look behind the headlines affecting European venture, startups and investing. This week it's with Lomax from Outsized Ventures, Andrew from 7 Percent, and myself, your host Dan Bowyer from Superseed. 00:00 – Dan declares himself sexy for the first time ever. The physical AI / reshoring zeitgeist has finally caught up with what SuperSeed's been doing for a decade. Lomax gently reminds him that being in vogue doesn't actually fix anything. 06:01 – Quick-fire news roundup: Art...