Upside The Seed #16 - Trump in CHIPS out - UK CHIPS in? Burnout Stats and Buffet Cashes Out
Nov 6, 2024
30:21
In this conversation, Dan and Mads discuss what Trump will and won't do now he's in. IS CHIPS out? As Europe's CHIPS is in? UK's investment woes with such little support from Govt. Warren Buffett cashes out - Apple now. Is the market over priced? GS thinks so. AI disrupting big tech gets bigger. Founder burnout is back, bigger and badder so what role should venture capitalists play?
Full contents
- Drama drama - The 2024 election will have significant implications, for all.
- Trump's policies will open the M&A landscape.
- The CHIPS Act - Will he really repeal it?
- Europe's semiconductor strategy vs the U.S.
- Will the UK government finaaalllly get round to prioritising investment?
- Warren Buffett's cash out hits $325bn
- The AI race is poking Google in the eye, again.
- Startup founder burnout goes big
- Building a VC backed startup is, just, brutal. Know the beast.