Simon Thorpe
@thorpesi.bsky.social
Angel investor, Cambridge Angels, Manchester Angels, Angel Academe
Concentrated returns -
AI-related stocks have accounted for 75% of S&P 500 returns and 79% of earnings growth since the launch of #ChatGPT three years ago via @azeem.bsky.social
AI-related stocks have accounted for 75% of S&P 500 returns and 79% of earnings growth since the launch of #ChatGPT three years ago via @azeem.bsky.social
December 2, 2025 at 9:03 AM
Concentrated returns -
AI-related stocks have accounted for 75% of S&P 500 returns and 79% of earnings growth since the launch of #ChatGPT three years ago via @azeem.bsky.social
AI-related stocks have accounted for 75% of S&P 500 returns and 79% of earnings growth since the launch of #ChatGPT three years ago via @azeem.bsky.social
People are spending more time chatting with Gemini than ChatGPT, according to SimilarWeb data.
December 2, 2025 at 8:55 AM
People are spending more time chatting with Gemini than ChatGPT, according to SimilarWeb data.
Reposted by Simon Thorpe
We compiled all the hottest AI wearables currently available, including Bee, Friend, Plaud, and more.
The hottest AI wearables and gadgets you can buy right now | TechCrunch
We compiled all the hottest AI wearables currently available, including Bee, Friend, Plaud, and more.
techcrunch.com
November 21, 2025 at 8:05 PM
We compiled all the hottest AI wearables currently available, including Bee, Friend, Plaud, and more.
Just shows how unprepared for Brexit the UK was. Researchers estimate UK GDP is 6-8% lower in 2025 due to #Brexit, based on nearly ten years of data via @azeem.bsky.social
November 18, 2025 at 5:23 PM
Just shows how unprepared for Brexit the UK was. Researchers estimate UK GDP is 6-8% lower in 2025 due to #Brexit, based on nearly ten years of data via @azeem.bsky.social
China’s emissions are flat. CO2 emissions from China have been flat for the last year, with almost 90% of new electricity demand met by renewables via @azeem.bsky.social
November 18, 2025 at 9:21 AM
China’s emissions are flat. CO2 emissions from China have been flat for the last year, with almost 90% of new electricity demand met by renewables via @azeem.bsky.social
on.ft.com/4paXqGo UK raises bank deposit guarantee from £85,000 to £120,000 to keep pace with inflation
UK raises bank deposit guarantee to £120,000 to keep pace with inflation
Financial services groups will have to make a higher contribution to compensation scheme for customers of failed companies
on.ft.com
November 18, 2025 at 7:02 AM
on.ft.com/4paXqGo UK raises bank deposit guarantee from £85,000 to £120,000 to keep pace with inflation
Immigration is good for a host of reasons (fill in the long list of benefits at your leisure)
Unlimited immigration is not good because we can't manage - we don't have enough hospitals, schools, housing etc
Illegal immigration is certainly not good because it undermines legal #immigration
Unlimited immigration is not good because we can't manage - we don't have enough hospitals, schools, housing etc
Illegal immigration is certainly not good because it undermines legal #immigration
November 18, 2025 at 7:00 AM
Immigration is good for a host of reasons (fill in the long list of benefits at your leisure)
Unlimited immigration is not good because we can't manage - we don't have enough hospitals, schools, housing etc
Illegal immigration is certainly not good because it undermines legal #immigration
Unlimited immigration is not good because we can't manage - we don't have enough hospitals, schools, housing etc
Illegal immigration is certainly not good because it undermines legal #immigration
Which EU economy has seen the fastest growth in GDP per capita over the last 20 years?
Poland. Polish GDP per capita has risen 116% since 2004, well above the EU average of 27% and a larger increase than in other fast-growing economies such as Ireland, Romania or Spain. @deloitteuk.bsky.social
Poland. Polish GDP per capita has risen 116% since 2004, well above the EU average of 27% and a larger increase than in other fast-growing economies such as Ireland, Romania or Spain. @deloitteuk.bsky.social
November 17, 2025 at 9:12 AM
Which EU economy has seen the fastest growth in GDP per capita over the last 20 years?
Poland. Polish GDP per capita has risen 116% since 2004, well above the EU average of 27% and a larger increase than in other fast-growing economies such as Ireland, Romania or Spain. @deloitteuk.bsky.social
Poland. Polish GDP per capita has risen 116% since 2004, well above the EU average of 27% and a larger increase than in other fast-growing economies such as Ireland, Romania or Spain. @deloitteuk.bsky.social
Brilliant book. No wonder it’s so widely read. #lessonsinchemistry
October 29, 2025 at 8:37 PM
Brilliant book. No wonder it’s so widely read. #lessonsinchemistry
Here’s software efficiency. Alibaba Cloud slashed the GPUs needed to serve dozens of AI models (up to 72B parameters) by 82% using its Aegaeon pooling system. This is software substituting for hardware at a meaningful scale via @azeem.bsky.social
www.scmp.com/business/art...
www.scmp.com/business/art...
Alibaba Cloud claims to slash Nvidia GPU use by 82% with new pooling system
The new Aegaeon system can serve dozens of large language models using a fraction of the GPUs previously required, potentially reshaping AI workloads.
www.scmp.com
October 28, 2025 at 6:35 AM
Here’s software efficiency. Alibaba Cloud slashed the GPUs needed to serve dozens of AI models (up to 72B parameters) by 82% using its Aegaeon pooling system. This is software substituting for hardware at a meaningful scale via @azeem.bsky.social
www.scmp.com/business/art...
www.scmp.com/business/art...
Great to be at the opening of the Innovate Cambridge Summit today #cambridge
October 23, 2025 at 12:32 PM
Great to be at the opening of the Innovate Cambridge Summit today #cambridge
Good to see one of portfolio companies @unlikelyAI written up in @siftedeu
sifted.eu/articles/ale...
sifted.eu/articles/ale...
Alexa creator William Tunstall-Pedoe: ‘Businesses still don’t fully trust AI’
UnlikelyAI is hoping it can crack the trust issue holding back the widespread adoption of AI in enterprises.
sifted.eu
October 22, 2025 at 8:56 PM
Good to see one of portfolio companies @unlikelyAI written up in @siftedeu
sifted.eu/articles/ale...
sifted.eu/articles/ale...
Wow.GenAI goes mainstream. China’s user base doubled to 515 million in six months, now over a 1/3rd of the population. Across six major markets, weekly usage jumped from 18% to 34% year-on-year. Behavior has flipped from curiosity to habit via @azeem.bsky.social
October 20, 2025 at 7:53 PM
Wow.GenAI goes mainstream. China’s user base doubled to 515 million in six months, now over a 1/3rd of the population. Across six major markets, weekly usage jumped from 18% to 34% year-on-year. Behavior has flipped from curiosity to habit via @azeem.bsky.social
Premium subscriptions ↑ About 70% of OpenAI’s $13 billion in annualized recurring revenue comes from roughly 40 million paying subscribers @azeem.bsky.social
October 20, 2025 at 6:30 PM
Premium subscriptions ↑ About 70% of OpenAI’s $13 billion in annualized recurring revenue comes from roughly 40 million paying subscribers @azeem.bsky.social
We are not doing enough
We won't reduce temps to 1.2C as soon as possible, so this is the death knell for most of the world's stupendous reef communities
Other tipping points will follow - Greenland and West Antarctic ice sheets next?
Or maybe AMOC?
All three eventually
www.theguardian.com/environment/...
Other tipping points will follow - Greenland and West Antarctic ice sheets next?
Or maybe AMOC?
All three eventually
www.theguardian.com/environment/...
Planet’s first catastrophic climate tipping point reached, report says, with coral reefs facing ‘widespread dieback’
Unless global heating is reduced to 1.2C ‘as fast as possible’, warm water coral reefs will not remain ‘at any meaningful scale’, a report by 160 scientists from 23 countries warns
www.theguardian.com
October 14, 2025 at 6:53 AM
We are not doing enough
Ignore this at your peril.
China controls more than 90% of the world’s processed rare earths and magnets, and from 1 December any product with over 0.1% rare earths will need an export license @azeem.bsky.social
fortune.com/2025/10/12/c...
China controls more than 90% of the world’s processed rare earths and magnets, and from 1 December any product with over 0.1% rare earths will need an export license @azeem.bsky.social
fortune.com/2025/10/12/c...
China’s rare earth controls can ‘forbid any country on Earth from participating in the modern economy,’ former White House advisor warns | Fortune
“They can do this because they diligently built industrial capacity no one else had the fortitude to build.”
fortune.com
October 14, 2025 at 6:48 AM
Ignore this at your peril.
China controls more than 90% of the world’s processed rare earths and magnets, and from 1 December any product with over 0.1% rare earths will need an export license @azeem.bsky.social
fortune.com/2025/10/12/c...
China controls more than 90% of the world’s processed rare earths and magnets, and from 1 December any product with over 0.1% rare earths will need an export license @azeem.bsky.social
fortune.com/2025/10/12/c...
Reposted by Simon Thorpe
It is no surprise so many homegrown startups look for better customers in the US and Asia.
Europe must create more demand for tech
sifted.eu
October 13, 2025 at 3:00 PM
It is no surprise so many homegrown startups look for better customers in the US and Asia.
Reposted by Simon Thorpe
Strava, the 16-year-old fitness tracking app, is gearing up to go public, the Financial Times reports. CEO Michael Martin told the FT that the San
Strava eyes IPO as Gen Z trades dating apps for running clubs | TechCrunch
Strava, the 16-year-old fitness tracking app, is gearing up to go public, the Financial Times reports. CEO Michael Martin told the FT that the San
techcrunch.com
October 13, 2025 at 5:17 AM
Strava, the 16-year-old fitness tracking app, is gearing up to go public, the Financial Times reports. CEO Michael Martin told the FT that the San
Sluggish at best. After an H1 increase UK business sentiment and risk appetite have softened amid growing concerns around costs and competitiveness. This is consistent with our view that the pace of UK GDP growth is likely to slow in H2 of this year. @deloitteinsights.bsky.social
October 13, 2025 at 7:02 AM
Sluggish at best. After an H1 increase UK business sentiment and risk appetite have softened amid growing concerns around costs and competitiveness. This is consistent with our view that the pace of UK GDP growth is likely to slow in H2 of this year. @deloitteinsights.bsky.social
China’s EV lead is increasing
China exported 1.5 million electric vehicles and hybrids so far this year, up 87% YoY.
Via
@azeem.bsky.social
China exported 1.5 million electric vehicles and hybrids so far this year, up 87% YoY.
Via
@azeem.bsky.social
October 7, 2025 at 7:04 AM
China’s EV lead is increasing
China exported 1.5 million electric vehicles and hybrids so far this year, up 87% YoY.
Via
@azeem.bsky.social
China exported 1.5 million electric vehicles and hybrids so far this year, up 87% YoY.
Via
@azeem.bsky.social
It’s only one measure of tech prowess but an important one. China is leading in 57 out of 64 critical technology categories, measured by its share of the top 10% of high-quality scientific publications @azeem.bsky.social
substack.com/redirect/aa7...
substack.com/redirect/aa7...
How China Is Outperforming the United States in Critical Technologies
Measuring a nation’s technological leadership is a complex task. However, when it comes to China and the United States, several existing measures suggest China has taken the lead in technological deve...
substack.com
September 30, 2025 at 6:44 AM
It’s only one measure of tech prowess but an important one. China is leading in 57 out of 64 critical technology categories, measured by its share of the top 10% of high-quality scientific publications @azeem.bsky.social
substack.com/redirect/aa7...
substack.com/redirect/aa7...
About time too - Keir Starmer set to unveil digital ID scheme
September 20, 2025 at 6:41 AM
About time too - Keir Starmer set to unveil digital ID scheme
Reposted by Simon Thorpe
It’s been a bumper week for US tech giant funding in the UK
Nvidia to invest £2bn into UK AI startups
It’s been a bumper week for US tech giant funding in the UK Nvidia to invest £2bn into UK AI startups
sifted.eu
September 19, 2025 at 8:14 AM
It’s been a bumper week for US tech giant funding in the UK
For angel investors and entrepreneurs this excellent book by the late great Peter Cowley is still as relevant today as it was when it was published #angelinvesting #investedinvestor #Entrepreneurship
(See Peter in my profile photo a few weeks before he died)
(See Peter in my profile photo a few weeks before he died)
September 8, 2025 at 8:11 AM
For angel investors and entrepreneurs this excellent book by the late great Peter Cowley is still as relevant today as it was when it was published #angelinvesting #investedinvestor #Entrepreneurship
(See Peter in my profile photo a few weeks before he died)
(See Peter in my profile photo a few weeks before he died)
Data centers - Morgan Stanley expects global spending on data centers to hit nearly $3 trillion between now and 2029 – about the size of France’s economy. Approximately half of this is expected to come from Big Tech capex. Via @azeem.bsky.social
#datacentres
#datacentres
August 19, 2025 at 7:48 AM
Data centers - Morgan Stanley expects global spending on data centers to hit nearly $3 trillion between now and 2029 – about the size of France’s economy. Approximately half of this is expected to come from Big Tech capex. Via @azeem.bsky.social
#datacentres
#datacentres