This recorded webinar offers a clear-eyed look at AI and tech in 2025.

Mads cuts through the noise around NVIDIA’s $3T valuation, OpenAI’s $300bn price tag, and examines where real value creation will emerge as AI reshapes the SaaS landscape.

This 45-minute analysis focuses on identifying actual opportunities amidst the market euphoria, backed by our independent research and analysis of emerging technical and market dynamics.

• The Deepseek big deal
• NVIDIA and scaling laws
• Failed export controls on chips
• Sam’s $300bn plan
• The new AI tech stack
• A return to hardware
• Semiconductor supply chains
• Bulls and bears in AI
• Sovereign wealth AI
• Stargate
• AI winners and losers
• Transformation of the analogue world
• The 10x effect
• Europe vs the world