Talking Tech - Episode 34

from PIWORLD Investor Podcasts · host piworld

Progressive's Ian Robertson and George O'Connor wish ChatGPT a Happy Birthday before cantering through recent UK small tech updates. ActiveOps – going well, but could short-term brokers and metric-obsessed fund managers stop this little gem from reaching its full potential Cerillion – a pause for breath, year, still well positioned, cash generative with excellent margins GBG – it is going to be hard work, but the management looks to be up to the challenge Then, looking to Autodesk, George considers changing charging / accounting models when faced with AI and difficult wider economics – doesn’t the market see right through this?

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This episode was published on December 3, 2025.

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