Talking about UK and European Tech. Subscribe to my newsletter to keep up to date.
Joined February 2025
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Jun 11
Tech in London is reaching an inflection point.
This week alone @Lovable, @cursor_ai, @WeAreLegora and @ElevenLabs all announced huge expansions here.
That's on top of @OpenAI and @AnthropicAI having made similar announcements.
If you combine these with the incredible AI leaders that we have in London (e.g. @_rockt, @demishassabis, David Silver), as well as the companies being built here (@synthesiaIO, @attio, @Recursive_SI, @wayve_ai), then it's clear we have something special.
We've got to make the most of the opportunity we have here in London and JUST KEEP BUILDING.
(Huge thanks to @charlierward, @HarryStebbings, @MattEvantic, @KanishkaNarayan, @jade_yarrow for being in the video.
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Jun 12
The UK has just committed to expanding its AI scholarship programme.
The scheme fully funds exceptional AI students at 9 of the UK's top universities.
It also actively helps these scholars take their skills into startups or to becoming founders themselves.
NICE @KanishkaNarayan
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Jun 12
The company is now raising €3bn at a WHOPPING €20bn valuation!
Apr 27
Be Arthur Mensch:
> Born in a suburb of Paris
> Third-generation computer scientist
> Study at École Polytechnique
> Goes deep into AI in 2015
> Join Google DeepMind in 2020
> Works on research showing LLMs can be much cheaper to build
> Quit DeepMind in 2023 to build @MistralAI
> Decide to build in France 🇫🇷, not Silicon Valley
> Raise $115M seed (largest in Europe at the time)
> Launch fast, efficient open-weight models
> Prove you can rival OpenAI at a fraction of the cost
> Launch “Le Chat” and hits 1M downloads in 7 weeks
> Reality hits as OpenAI Anthropic raise $200B
> Revenue under $50m in 2024
> Fall behind on benchmarks
> Ecosystem writes you off
> Pivot and adopt Palantir playbook
> Send forward-deployed engineers into clients
> Embed teams inside HSBC
> Automate workflows for 200k employees
> Surpass $400m ARR
> Potentially partner up with SpaceX?
Absolute GOAT.
Amazing peice on him and the team written by @_IainMartin of @Forbes which I'll link below
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Jun 12
The youth will be the of agents of change.
@DadaJudith, General Partner at @VisionariesVC, argues that Europe is standing at a pivotal moment, and that performative optimism alone will not get us where we need to go.
Her metaphor is simply great: who's driving the bus?
"We grew up assuming someone else is in control: parents, teachers, bosses, politicians. Eventually we realise no one is sitting in the driver’s seat. If no one takes the wheel, the bus moves towards the cliff.
If the people closest to the change don't drive it, who will? Europe has real challenges, but amazing people with the agency to do something about them."
She is also one of the authors of Europe 2031, published yesterday, a scenario exploring how AI could transform Europe over the next five years and the choices that will shape the outcome. Check it out on her profile.
This quote was taken from my interview with Judith, which you can find wherever you get your podcasts.
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Jun 12
Some of the biggest technology companies in the world started because a small group of people decided they wanted to build something extraordinary.
@getpeid from @nothing thinks Europe needs more people wanting to do the same.
The companies that define the next decade will be built by them.
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Jun 11
Europe is running the risk of sliding into complete and utter irrelevance if we do fix our approach to AI.
@DadaJudith, alongside some of the greatest AI researchers in Europe, have written a predictive narrative outlining what will happen to Europe in the next 5 years if we don't drastically course correct.
And it is BLEAK.
The document reads like a short story and outlines how Europe slides into irrelevance due to fundamental mistakes made in AI.
The things we truly love in Europe are at risk if we do not get this right, and we need to WAKE UP.
European leaders have not taken AI seriously, and as a result our continent has fallen miles behind the US.
It is NOT too late however, to turn things around and Europe 2031 explains what we need to do.
I spoke to Judith this week about Europe 2031 and what can be done, so read the document or listen in and TAKE ACTION.
This is one of the most pivotal moments in European history.
Timestamps:
0:55 - Introduction
1:23 - Europe 2031
4:35 - Where Europe went wrong on AI
8:17 - Who the scenario is for
10:07 - Fixing Europe’s decision-making
12:28 - The trade-offs Europe must make
14:09 - Who should be driving change
15:43 - Sovereignty vs leverage
16:55 - Europe’s compute problem
19:30 - What sovereignty really means
21:17 - Measuring success for Europe 2031
22:28 - Five policy priorities for Europe
24:34 - Can Europe still change course?
Amazing stuff from @bakkermichiel, @philip_fox_, @AlexTPet, @TomChivers among others
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Jun 11
Link to full scenario: europe2031.ai/
Link to summary: europe2031.ai/summary/
Link to pod: youtu.be/VdU6i-iXk0s?si=F_C2…
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Seb Johnson retweeted
Jun 11
Most of Europe has not yet absorbed what AI is about to do to us. The few who have are not saying it loudly enough.
We wrote Europe 2031: a five-year scenario of the continent's slide into irrelevance, how AI is driving it, and what can still be done to change course.
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Jun 11
Recursive’s AI research system has been able to build a model faster and cheaper than humans
This is one of the most significant advancements in AI that teaches and improves ITSELF.
@_rockt has built an insane team of researchers in London that are contributing to some of the most important advances in AI
LETS GO
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Jun 11
A German robotics company has just raised $1.4bn to challenge Unitree Robotics and Tesla.
It's raised from Tether, Qualcomm, Amazon and Nvidia, as well as others, at a $7bn valuation.
@NEURARobotics is building robots that can see, hear, feel and learn, as well as the software, AI and data infrastructure required to deploy them at scale.
German NEURA Robotics has raised an INSANE $1.4bn to challenge Unitree Robotics and Tesla! 🇩🇪
David Reger, who founded the company in 2019, told the FT:
"This is the last chance for Europe to actually ever produce again in the world . . . if we own the physical AI stack and the robotics stack,”
This is amazing news for Europe and Germany which is massively at risk of falling too far behind the US and China on Robotics.
Full FT article from @IvanLevingston and @SebastienAsh in the comments below!
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Jun 10
London is one of the best places in the world to build an AI company.
@MattEvantic from @EvanticCapital believes the city has everything it needs to become a global AI powerhouse.
My guess it some of the most exciting AI companies of the next decade will come from this ecosystem.
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Jun 10
Anyone can be a leader in the era of AI.
The question is who wants it bad enough?
@martinmignot is a Partner at @IndexVentures, and worked with some of Europe’s most ambitious founders as they expand globally and build for the AI era. He discusses the importance of leadership in this era:
"I think that's really something that is the responsibility of the founder or CEO, to really get immersed. Don't get bogged down by the past and by the weight of the inertia of the institution they've built."
Index Ventures has backed companies including @Revolut, @Deliveroo, @MistralAI, @scale_AI and @Anthropic, while building one global investment team across London, New York, San Francisco and Tel Aviv - the growth continues. 🚀
This quote was taken from my interview with Martin, which you can find wherever you get your podcasts.
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Jun 10
Okay now @Lovable has ALSO announced plans to open a new office in London!
Yesterday the company announced surpassing $500m ARR. Today it is doubling down on the UK.
It joins Cursor and Legora who have all announced plans to hire and expand more in London today.
The city is FLYING
LETS GOOO
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Jun 10
Cursor has just announced that London is going to be the location for its new European HQ.
It's hiring 200 roles in the city to cope with the growing demand for its product.
Every day another great company doubles on the city.
WE LOVE TO SEE IT.
Welcome @mntruell @ArVID220u
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Jun 10
Another generational AI company is doubling down on London.
I'm speaking to @MaxJunestrand this afternoon at @LDNTechWeek all about this and Legora's meteoric rise.
Gonna be FUN
Jun 10
Today we're opening offices in Madrid, Milan, and Paris, and building a dedicated engineering hub in London.
The demand came before we did. Organisations across Spain, Italy, and France were already running @WeAreLegora on their most complex work before we had a single person on the ground there. When customers adopt you in a market you haven't entered yet, you listen.
These are markets that sit at the centre of European M&A, infrastructure, and cross-border regulatory work. The matters are hard, and the demand for AI that can actually handle that complexity is real. That's the work we're built for.
London becomes the third pillar of our engineering org, alongside Stockholm and New York. The engineers who understand how AI applies in regulated, professional settings are concentrated there, shaped by proximity to some of the most demanding legal and financial institutions in the world. That's exactly the problem we're solving, and exactly the team we want building it.
Sixteen cities. Four continents. Seven hundred EMEA hires in the next 6 to 12 months. All of it pointed at one thing: making lawyers 10x better at what they do.
To be part of it, take a look at legora.com/careers
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Seb Johnson retweeted
Jun 9
At @CallosumAI we are aggressively scaling up hiring, in our London office 🇬🇧
We are building a more pluralistic vision of AI: co-evolving diverse chips and new architectures for the next generation of intelligence, that is economically viable at scale.
We've opened roles across our inference engineering and heterogeneous infra teams. We want the most ambitious & exceptional people to join us.
If you want to do the work of your life, would love to talk! 👇
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Jun 9
They've also surpassed $500m of ARR. This is their growth to date:
> $4m ARR after 1 month
> $17m ARR after 3 months
> $50m ARR after 6 months
> $100m ARR after 8 months
> $200m ARR after 12 months
> $400m ARR after 15 months
> $500m ARR after 17 months
Its growth is actually accelerating.
Crazy stuff.
Jun 9
For most of software history, even if you understood a problem better than anyone, you still needed someone else to help you build the solution.
That meant a lot of good ideas never became products.
Today we’re sharing our first look at the global build economy: more than 50M projects built on Lovable and 720M monthly visits to Lovable-built projects. Ideas are becoming products, and products are turning into companies.
The people building them are also different from what many would expect.
They may not have a CS degree, venture capital, or a technical co-founder, but they have customer knowledge, industry context, and a clear sense of what needs to exist.
It is still early, but the direction is clear: as this category matures, the impact will be greater than just more software. There will be more solutions, more companies, and more economic activity.
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Jun 9
The best investors are sometimes the best customers.
@samstphenson says every major investor in @meetgranola had used the product before investing.
The strongest conviction comes from using the product yourself.
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Jun 9
Europe has just minted another Decacorn as ICEYE gets valued at €10bn! 🇵🇱🇫🇮
The satellite company has raised €1bn in a funding round led by General Atlantic.
It values the company at an INSANE 4x versus its latest round in December.
There’s a lot of excitement for European defence as well as a push for space sovereignty at the moment.
ICEYE ticks both boxes.
LETS GO
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Share price of $2,113. Retail investors bought in at $2.10.
That means it's a 1000x for crowdfunders who invested, on average, £2,156.
£2k to £2m in 10 years.
Life changing money.
Revolut is looking to run a secondary share sale that would value the digital bank at $115 billion, on the heels of receiving a UK bank license and applying for a charter in the US bloomberg.com/news/articles/…
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