EUVC | E369 | The Autumn Budget, Arm vs. Nvidia, Volkswagen’s Decline, and Boeing’s Space Division – with Dan Bowyer
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Description
Welcome to a new episode of the EUVC podcast, where we’ll cover recent news and movements in the European tech landscape with Dan Bowyer and Mads Jensen from SuperSeed. Go to eu.vc to read the core take-aways. Chapters: 01:48 UK Autumn Budget Highlights 02:29 Government's Investment Focus 03:07 Challenges in Public Services 04:14 Economic Reactions and Investor Sentiments 04:56 Tax Changes and Their Implications 05:59 Impact on Founders and Venture Capital 06:57 Building a Company: Challenges and Rewards 08:19 Capital Gains and Venture Capital Taxation 09:15 London's Position in the Global Market 15:45 ARM vs. NVIDIA: The AI Race 16:47 ARM's Business Model and Market Position 18:58 Qualcomm and ARM: Legal Battles 20:15 SoftBank's Influence on ARM 23:46 Volkswagen's Profit Warnings 25:30 Boeing's Challenges and Industrial Issues 28:15 The Role of AI in Startups 30:15 Meta's AI Search Engine 32:42 Football Regulation and Government Policies 36:21 Conclusion and Final Thoughts
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