{"id":5708,"date":"2025-01-05T15:23:37","date_gmt":"2025-01-05T15:23:37","guid":{"rendered":"https:\/\/www.superseed.com\/?p=5708"},"modified":"2025-01-05T15:28:21","modified_gmt":"2025-01-05T15:28:21","slug":"upside-23-podcast-2025-predictions","status":"publish","type":"post","link":"https:\/\/superseed.com\/upside\/danbowyer-me\/upside-23-podcast-2025-predictions\/","title":{"rendered":"Upside #23 (Podcast) &#8211; 2025 Predictions"},"content":{"rendered":"\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Upside #23 - Some Not So Obvious Predictions For 2025\" width=\"750\" height=\"422\" src=\"https:\/\/www.youtube.com\/embed\/CM6M37aMlT0?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p><strong>Overview<\/strong>: In this episode of Upside, hosts Dan Bowyer and Mads Jensen, along with guests Andrew Scott and Lomax Ward, delve into their 8 bold predictions for 2025. Mads details even more of his 2025 thoughts <a href=\"https:\/\/superseed.com\/upside\/journal\/the-2025-crystal-ball\/\">here<\/a>.<\/p>\n\n\n\n<p>Covering everything from AI and space tech to geopolitical tensions and venture capital trends, they unpack what\u2019s on the horizon for tech, business, and venture in Europe and beyond.<\/p>\n\n\n\n<p>2025 Predictions and Discussions:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Apple will win AI<\/li>\n\n\n\n<li>Open AI will be dethroned<\/li>\n\n\n\n<li>Conflict with China<\/li>\n\n\n\n<li>Defence Tech will boom<\/li>\n\n\n\n<li>EU and UK will wake up and focus sovereign control on AI, Quantum and Space<\/li>\n\n\n\n<li>Space tech will really lift off<\/li>\n\n\n\n<li>US heads into recession<\/li>\n\n\n\n<li>M&amp;A up IPOs up<\/li>\n<\/ol>\n\n\n\n<p><strong>Key Topics Discussed:<\/strong><\/p>\n\n\n\n<p>Apple\u2019s AI Strategy<br>Dan predicts Apple will dominate consumer AI by leveraging its ecosystem, resources, and loyal fan base. Mads questions whether Apple has lost its innovation edge and explores what &#8220;winning&#8221; consumer AI means.<\/p>\n\n\n\n<p>OpenAI&#8217;s Future<br>OpenAI faces challenges as competitors like Google, Anthropic, and XAI push forward. The panel discusses leadership struggles, funding needs, and the possibility of new technologies dethroning OpenAI.<\/p>\n\n\n\n<p>Geopolitics and Defence<br>The impact of China&#8217;s ambitions toward Taiwan and the West\u2019s response. Defence tech as a booming sector, with increased NATO spending and opportunities in dual-use technologies.<\/p>\n\n\n\n<p>Space Tech Expansion<br>Investment in space technologies continues, focusing on communication, defence, and manufacturing. The challenges of scaling space ventures and predictions for a more affordable and accessible space economy.<\/p>\n\n\n\n<p>Economic Outlook for 2025<br>US economic trends point to a possible mild recession, while Europe faces stagnation due to political and economic challenges. Insights into concentrated stock markets, corporate performance, and venture investment trends.<\/p>\n\n\n\n<p>M&amp;A and IPO Resurgence<br>Pent-up demand for M&amp;A deals and a likely reopening of the IPO market in 2025, with companies like Klarna leading the charge.<\/p>\n\n\n\n<p>The European Venture Landscape<br>Challenges in scaling European startups and the need for founders to integrate US business DNA early. Calls for greater ambition to build trillion-dollar companies and reinvigorate Europe\u2019s industrial base.<\/p>\n\n\n\n<p>Memorable Quotes:<\/p>\n\n\n\n<p>Dan Bowyer: \u201cApple\u2019s ecosystem gives it a fighting chance to become the de facto standard for consumer AI.\u201d<\/p>\n\n\n\n<p>Mads Jensen: \u201cEurope needs to back great founders and rebuild its industrial base.\u201d<\/p>\n\n\n\n<p>Andrew Scott: \u201cSpace tech is the future, but timing is everything. A lot of startups will fail before the sector truly takes off.\u201d<\/p>\n\n\n\n<p>Closing Thoughts:<br>The panel concludes with their personal focus areas for 2025, emphasising a love for early-stage European founders, the need for industrial reinvention, and how we can push boundaries in venture capital.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Overview: In this episode of Upside, hosts Dan Bowyer and Mads Jensen, along with guests Andrew Scott and Lomax Ward, delve into their 8 bold predictions for 2025. Mads details even more of his 2025 thoughts here. Covering everything from AI and space tech to geopolitical tensions and venture capital trends, they unpack what\u2019s on&hellip; <a class=\"more-link\" href=\"https:\/\/superseed.com\/upside\/danbowyer-me\/upside-23-podcast-2025-predictions\/\">Continue reading <span class=\"screen-reader-text\">Upside #23 (Podcast) &#8211; 2025 Predictions<\/span><\/a><\/p>\n","protected":false},"author":5,"featured_media":5713,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[134,408,62,91,93],"tags":[125,20,26,47,37,35,34],"class_list":["post-5708","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ai","category-episode-ai","category-danbowyer-me","category-episodes","category-startupos","tag-2025-predictions","tag-ai","tag-economy","tag-founders","tag-investment","tag-startups","tag-venture-capital","entry"],"acf":[],"_links":{"self":[{"href":"https:\/\/superseed.com\/upside\/wp-json\/wp\/v2\/posts\/5708","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/superseed.com\/upside\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/superseed.com\/upside\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/superseed.com\/upside\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/superseed.com\/upside\/wp-json\/wp\/v2\/comments?post=5708"}],"version-history":[{"count":0,"href":"https:\/\/superseed.com\/upside\/wp-json\/wp\/v2\/posts\/5708\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/superseed.com\/upside\/wp-json\/wp\/v2\/media\/5713"}],"wp:attachment":[{"href":"https:\/\/superseed.com\/upside\/wp-json\/wp\/v2\/media?parent=5708"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/superseed.com\/upside\/wp-json\/wp\/v2\/categories?post=5708"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/superseed.com\/upside\/wp-json\/wp\/v2\/tags?post=5708"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}