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

🎙️ Episode Highlights00:00 – 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. The US? Belief + boldness.06:50 – Big Tech Bets on Britain Amazon pledges £40B UK investment (data centres, fulfilment, even a film studio). British Business Bank expands to £25B. Visma chooses London IPO over Nasdaq—confidence win?14:00 – UK’s 10-Year Industrial Push Gov’t targets AI, defence, creative, and energy—aiming to slash grid connection delays. Electricity costs still a major drag. Can policy execution catch up to rhetoric?18:00 – The UK’s Economic Reality Check High inflation + stagnant growth = stagflation-lite. £66B in working-age benefits forecast by 2029. Labour’s internal revolt blocks real reform.27:00 – Tariff Tensions Mount Trump trade wars return: EU braces for July 9 deadline. Retaliation looms. Could German auto exports be the pressure point?32:00 – AI in the Wild Apple eyes Perplexity. DocuSign sues scrappy 2-day clone. Seed-strapped startups exit for millions without VC - Paradigm shift or PR hype?37:00 – Copyright Battles Begin Meta & Anthropic win round one using “transformative use” defence. The big legal fight (OpenAI vs NYT) still looms.41:00 – Robotaxi Rollout? Tesla demos driverless fleet in Austin - damp squib? Still lagging Waymo. Real progress or just share-price theatre?43:00 – Europe’s Bay Area Dream Can Europe become Silicon Valley? Should we can we? It’s not about funding - it’s confidence, imagination, and embracing failure.51:00 – Optimism Please! Q2 earnings optimism and promising chip efficiency breakthroughs. Markets strong, founders bold, and Europe's moment (maybe) coming.