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Upside

Dan Bowyer & Mads Jensen - SuperSeed

65 episodes

1 day ago

The pod that unpacks the real news behind the clickbait affecting European venture. Hosts: Dan, Mads, Lomax, Andrew 02:41 — Bending Spoons deep dive Debt-fuelled roll-up, “Berkshire of consumer apps” analogy; Ukrainian peer Gentek noted; why more post-COVID roll-ups didn’t materialise. 04:34 — US debt vs Europe risk Market’s view on capital allocation/dynamism; Decacorns vs unicorns; power-law returns reinforce Botha’s point. 06:01 — “VC isn’t an asset class” debate Power-law concentration...

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Entrepreneurship

All content for Upside is the property of Dan Bowyer & Mads Jensen - SuperSeed and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

The pod that unpacks the real news behind the clickbait affecting European venture. Hosts: Dan, Mads, Lomax, Andrew 02:41 — Bending Spoons deep dive Debt-fuelled roll-up, “Berkshire of consumer apps” analogy; Ukrainian peer Gentek noted; why more post-COVID roll-ups didn’t materialise. 04:34 — US debt vs Europe risk Market’s view on capital allocation/dynamism; Decacorns vs unicorns; power-law returns reinforce Botha’s point. 06:01 — “VC isn’t an asset class” debate Power-law concentration...

Show more...

Entrepreneurship

Episodes (20/65)

Upside

Should You Raise Right Now? Should Govts Buy Stocks? Should NVIDIA Have Bought Nokia?

The pod that unpacks the real news behind the clickbait affecting European venture. Hosts: Dan, Mads, Lomax, Andrew 02:41 — Bending Spoons deep dive Debt-fuelled roll-up, “Berkshire of consumer apps” analogy; Ukrainian peer Gentek noted; why more post-COVID roll-ups didn’t materialise. 04:34 — US debt vs Europe risk Market’s view on capital allocation/dynamism; Decacorns vs unicorns; power-law returns reinforce Botha’s point. 06:01 — “VC isn’t an asset class” debate Power-law concentration...

1 day ago

48 minutes

Upside

The Robots Are Here Already?! - UK Govt Wasting Time In AI Sandboxes - 28th Update.

Upside - the weekly pod exploring the real news behind the clickrage affecting European venture, startups and investing. Hosts: Dan, Mads, Lomax, Andrew 04:56 - Amazon, Robots & Europe’s Automation • Amazon aims for 75% robotised operations by 2033 in the US. • Automation = productivity growth, not mass layoffs. • Europe: >80% of warehouses still manual; Germany highly automated. • Debate: displacement vs. growth; Europe can't fall behind. 18:50 - AI & Europe’s Industrial Revolu...

1 week ago

1 hour

Upside

VC's Fun'raising - Has China won AI already? & The WHY behind bubble-talk AI

Upside #62 w/ Dan and Mads from SuperSeed plus Ben from Bullhound Capital Key Topics • Fundraising climate in European for VC - friend or foe? • Goldman Sachs’ Industry Ventures acquisition - getting into alternatives?! • Nobel Prize in Economics: Why does this matter to VC and Europe? • What's fuelling the AI bubble headlines? Hype vs fundamentals • China’s physical AI advantage - have they won AI already? • Europe does have a strategic path • Deal of the Week: ecoRobotix 03:01 – VC Fundra...

2 weeks ago

46 minutes

Upside

Upside #61 - Defence Special PLUS what IS the AI bubble really?

Voices: Nicholas Nelson (Archangel) • Dan • Lomax • Mads TL;DR Defence-first wins on capability and returns; primes are partners and channels.Helsing: buys platforms/revenue for access; layers AI—different from Anduril’s buy-TRL-tech + scale model.Beyond drones: biggest gap/opportunity is tactical EW.Procurement: more fast lanes (SOF, pilots); primes getting easier to work with.AI: real profits exist (esp. NVIDIA), but value chain is fragile; expect a correction, not a collapse. Picking win...

3 weeks ago

1 hour

Upside

Upside Ep #60 — Germany's White Gold, The UK's Red Ink, and Reinventing VC

🎧 Upside Ep #60 — “White Gold, Red Ink, and Reinventing VC” Hosts: Dan · Lomax · Andrew Recorded: Oct 2, 2025 01:00 – Quick News Highlights 🇺🇸 US Shutdown — $15B GDP loss per week; political theatre more than fiscal risk.🇬🇧 Labour Party Conference — Starmer’s 13% approval, OBR to cut productivity; £10B headroom could flip to £20B deficit.💰 UK recovers $5B from Bitcoin fraud (FT)🔐 UK demands Apple backdoor again (TechCrunch)🤖 OpenAI $500B valuation (FT)🌉 EF exits Europe, launches “Bridge” Bay...

4 weeks ago

59 minutes

Upside

Upside Ep #59 — UK at a Crossroads, AI Surge, Defence Tensions, H1B Shock

Yes we're European VCs so YES we're talking AI and defence! But there's still more of the pie to eat, so dig in. 02:00 🇬🇧 UK in the doldrums * Little to no growth (1.5% vs US 3.8%). * Inflation stubborn at 3.8%. * 130k jobs lost since last budget. * Housing, Heathrow, HS2 — stalled megaprojects. 06:30 📉 Structural weaknesses * UK pensions: only 4.4% in UK equities (vs 50% in past). * FTSE = $2.8T — smaller than Apple alone. * R&D spend at 1.7% vs US 3.5%. 10:00 🚀 Reasons for optimism * ...

1 month ago

1 hour 1 minute

Upside

Upside #57 - What's Hot & Not in European Tech w/ Mike Butcher from TechCrunch

This week we chat with Mike the ex editor of TechCrunch, getting his take on the past, present and future of all things Euro-startup. Mads shares his thoughts on the All In Summit. We chat about defence strategies, pension funds and Euro cash injections, Germany moving and shaking their startup scene, Draghi's anniversary, the EU Inc guys / 28th regime - and what this all means for us in venture, for founders, investors and startups. 00:35 – TechCrunch Europe → reset Redundancies post-Yahoo ...

1 month ago

1 hour 5 minutes

Upside

Upside #56 - Most Euro Pension Cash Ever, The Power of Xi, & Let Chaos Reign

Let markets drive early-stage VC; fix EU growth/IPO capital via pension reform. Win AI as power users, not model builders. Geopolitics demands EU/ally coordination. Quantum’s having a moment. This week it's Mads, Lomax and Dan. All European early stage VCs looking behind the headlines to explore what's affecting venture, founders and investors. 00:00–03:07 — “28th regime” for EU VC?Dan proposes a structured EU venture vehicle 03:07–07:46 — Let chaos reign- Bottom-up or top-down? governments ...

1 month ago

43 minutes

Upside

Upside #55 - Digital Sovereignty vs Autarky

This week on Upside – It's a digital sovereignty deeper dive - what does it really mean, Nvidia is up but kinda not, Apple vs CMA - stormy teacup, and Governments Buying AI - which is a a great thing! Yes it is. With Mads, Lomax, Andreas and Dan. 00:52 – Why Nvidia is “the poster child” Picks & shovels of AI; outsized share of data-centre capex; sheer scale of valuation and index weight. 01:49 – Numbers that bend the mind $100B rev $25B net income quarter; growth decelerating (YoY stro...

2 months ago

1 hour 3 minutes

Upside

Upside #53 - EU vs US Wealth Creation, Energy Breakthroughs, M&A Boom Means?

For the real news behind the headlines affecting European venture. Hosts: Dan Bowyer & Mads Jensen, with Joe Knowles from Smedvig Ventures (01:15) US vs. Europe in Wealth Creation US dominates wealth & compounders due to internet hyperscalers. Europe: strong talent, growing startups, but weaker late-stage funding & exits. Pension fund restrictions and lack of capital allocation are core structural issues. (12:10) AI Race & Europe’s Challenge US likely to win again; Europe ri...

2 months ago

48 minutes

Upside

Upside #52 - More Chips Please - Be More German - No Easy A?

Upside #52 The weekly podcast for all things European venture, startups and investing. Each week we look behind the headlines for the real news affecting our ecosystem. VC Hosts: Mads, Andrew & Dan This week: Seed-to-Series A: harder or hype? Germany’s €100B Deutschlandfonds UK interest rate cut OECD’s corporate investment warning EU Chips Act 2.0 - 1.0 #fail AI Corner – GPT-5, Anthropic’s advances, open-source wars Deal of the Week 00:50 – Series A: Out of Reach? Really? US: Avg...

2 months ago

1 hour 8 minutes

Upside

🎙️ Upside #51 - Project Eurhope - SaaS Is Sexy Again - The EU US Trade Reality

Upside is for anyone interested in the European tech and startup ecosystem. We discuss the real stories that live behind the headlines. Recorded: Friday August 1st 2025 Hosts: VCs - Mads, Lomax, and Dan 00:50 – Big Tech Earnings Blowouts Massive Meta and MS uplift. Massive efficiency gains via AI, despite headcount cuts. Microsoft: $13B AI cloud run rate. Growth driven by CoPilot and Azure. 11:20 – Fundamentally Flawed Figures Inflation sticky around 2.9%. Rates stuck. Why equity mark...

3 months ago

1 hour 8 minutes

Upside

Upside #50 - Can Stablecoins Save The Dollar? UK vs US AI Strategies & The Red or Blue Pill?

Upside - for the real stories behind the headlines affecting European Venture. In this week's episode: AI in Public Services - OpenAI and the UK govt sign dealThe US vs UK AI plans - how do they compare?Stablecoins - what are they really and why are they not in the UK?Deepmind wins the IMO maths competition - so what?Deal of the Week01:50 – AI in UK Government and Public Services UK government signs an MOU with OpenAI to explore AI in public services. Introduction of “Humphrey,” a ChatGPT-pow...

3 months ago

1 hour 2 minutes

Upside

Upside #49 - The United States of Europe

UPSIDE - For the week's *real news* behind the headlines affecting European venture. If curious about startups, investing, venture capital, innovation, AI, and all things going on in and around Europe - that's what this weekly roundup is all about. Hosts: Lomax from Outsized Ventures with Mads and myself from SuperSeed VC On this week's show: 04:02 – Shout out for EU Inc and The 28th Regime Legal fragmentation in Europe increases friction and costs for pre-seed and seed funding. Comparison to...

3 months ago

56 minutes

Upside

Upside #48 - Defence The Only Game In Town? Are We Peak LLM? WFH Killing Me Softly...

Upside for the real news behind the headlines affecting European Venture. This week: Is defence the only game in town? Any moral lines? Has Germany nailed its return to growth? OpenAI at peak LLM? Search engine wars are back! Does WFH kill culture, a tariff check in (already out of date!), EU fines and big tech - will we get the good sh*t? 00:00 – Welcome & Rundown Dan, Mads & Lomax set the scene: Europe’s defence startup boom, OpenAI’s new browser play, WFH vs. culture, Trump...

3 months ago

1 hour 1 minute

Upside

Upside #47 - Will AI Kill The Internet? IPO's Up? Can Doctors Beat AI?

🎙️ 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 paydayWhy this matters for Euro tech⏱️ 08:50 – London’s IPO Disaster Worst first half in nearly 30 years: only $160M raisedAstraZeneca flirting with a US listingCan London come back?25+ years of decline traced to pension reform post-Maxwell scandal⏱️ 14:10 – UK vs US Mar...

4 months ago

1 hour 5 minutes

Upside

Upside #46 - Is Big Tech Britain On Track? Bubble or Boom?

🎙️ 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 Economic psychology: consumer sentiment drives GDP. Europe’s problem? It talks itself down...

4 months ago

53 minutes

Upside

Upside #45 - Proxy Wars, Booming IPOs, & Defence Saves Europe

🎙️ 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 whatBritish surgical robotics start-up -> sell-out⏱️ [01:13] – Geopolitical Hotspots and Defence Iran’s global influence and diasporaUkraine’s resistance to Israel-Iran dynamicsCautious optimism about regime change WWIII has begun?⏱️ [03:35]...

4 months ago

53 minutes

Upside

Upside #44 - Cybercrime Up, UK Govt Investments Up, Nuclear Up, War... Down.

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 year; avg. of 2,000 attacks/week in Q1 2025. 02:07 – AI-Enabled Attacks & Geopolitical Impa...

4 months ago

56 minutes

Upside

Upside #43 - EU Rate Advantage, Naughty Lawyers, AI Copy…right? A UK Defence Reviewer Says What?

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% of GDP).Fiscal strength = leverage for defence and energy investment. 04:34 – Capital Flows &...

4 months ago

49 minutes