Markets Too Hot? - The DeepMind Shake Up - The UKs £1bn Fund
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Markets Too Hot? - The DeepMind Shake Up - The UKs £1bn Fund
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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 effective?
09:58 Stoxx 600 hits a record 657. All five of Europe's best-performing stocks are semiconductors. Some don't even have growing revenue. Vibes-based repricing, live.
14:54 SpaceX's first public quarter: analyst targets range from $62 to $800. So, nobody knows.
17:45 Bending Spoons buys Airtable for $1.3bn — a mere $10bn below its 2021 valuation. Sion: "I never get tired of a billion-dollar exit."
29:13 Demis steps aside; Jeff Dean leaves Google after 27 years to run science experiments. Google invests anyway. Keep your enemies funded.
37:07 The £1bn UK Scale-up Fund, plus VenCap's receipts: 17 billion-dollar funds, 2.8x net, and the top 5 of 759 companies drive a third of all value. Power law, power law, power law.
53:45 Deals: Olix raises $312m; iron-air batteries get $43m.