The next chapter for UK technology may depend as much on capital markets as company building.
In this episode of This Week in European Tech, Dan Bowyer and Mads Jensen of SuperSeed are joined by Neil Shah, Director, Tech Sector Specialist at London Stock Exchange Group (LSEG).
They discuss what it will take to unlock more capital for UK technology, from pension reform and IPOs to public markets and founder liquidity.
The conversation also explores what Micron's latest results reveal about AI infrastructure demand, Europe's defence investment boom, the rise of sovereign AI and where value is likely to be created as AI adoption accelerates.
Highlights
- Can the UK mobilise more capital for technology?
- Why pension reform matters for innovation
- The outlook for UK IPOs and public markets
- How PISCES could reshape private market liquidity
- What Micron's results reveal about AI demand
- Europe's defence technology investment boom
- Why sovereign AI is becoming a strategic priority
- Where the next wave of AI value is likely to be created
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Timestamps
- (00:00) Introduction
- (02:00) This week's topics and guest introduction
- (03:00) The outlook for UK tech IPOs
- (05:00) Markets, AI and the IPO landscape
- (08:00) Why Micron matters for AI
- (13:00) Can the UK unlock more capital?
- (17:00) Capital markets, PISCES and IPO reform
- (23:00) Europe's defence technology boom
- (31:00) The AI economy and where value will be created
- (37:00) Sovereign AI and Europe's strategy
- (43:00) Predictions, deals of the week and what's next
