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.
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
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
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
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
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
Data centre construction spending in the US has more than doubled since ChatGPT’s launch via @azeem.bsky.social
August 4, 2025 at 3:04 PM
Data centre construction spending in the US has more than doubled since ChatGPT’s launch via @azeem.bsky.social
Y Combinator just dropped its Spring 2025 batch, and it's an agentic AI takeover. Over half of the 144 companies are building AI agents — the clearest signal yet of where enterprise automation is headed. @cbinsights
June 27, 2025 at 6:31 AM
Y Combinator just dropped its Spring 2025 batch, and it's an agentic AI takeover. Over half of the 144 companies are building AI agents — the clearest signal yet of where enterprise automation is headed. @cbinsights
Really enjoying David Cleevely CBE FREng FIET ‘s new book Serendipity. It doesn’t happen by accident.
So many themes I recognise. As the saying goes you make your own luck in life.
Liking “density driven innovation”
So many themes I recognise. As the saying goes you make your own luck in life.
Liking “density driven innovation”
June 27, 2025 at 6:17 AM
Really enjoying David Cleevely CBE FREng FIET ‘s new book Serendipity. It doesn’t happen by accident.
So many themes I recognise. As the saying goes you make your own luck in life.
Liking “density driven innovation”
So many themes I recognise. As the saying goes you make your own luck in life.
Liking “density driven innovation”
Y Combinator’s AI bet ↑ AI-agent startups now make up nearly half (47%) of their spring 2025 batch
June 17, 2025 at 1:56 PM
Y Combinator’s AI bet ↑ AI-agent startups now make up nearly half (47%) of their spring 2025 batch
May 27, 2025 at 5:21 PM
I’ve read the book now I am going to listen to the man who wrote it @d_spiegel
@hayfestival.bsky.social
@hayfestival.bsky.social
May 26, 2025 at 2:41 PM
I’ve read the book now I am going to listen to the man who wrote it @d_spiegel
@hayfestival.bsky.social
@hayfestival.bsky.social
China’s R&D spending hit $500 billion in 2023, approaching US levels, including $200 billion specifically invested in AI firms via @azeem.bsky.social @wsj.com
May 26, 2025 at 2:27 PM
China’s R&D spending hit $500 billion in 2023, approaching US levels, including $200 billion specifically invested in AI firms via @azeem.bsky.social @wsj.com
No visit to Manchester is complete without a visit to the Alan Turing memorial statue.
#AlanTuring #AI
#AlanTuring #AI
May 23, 2025 at 10:45 AM
No visit to Manchester is complete without a visit to the Alan Turing memorial statue.
#AlanTuring #AI
#AlanTuring #AI
One of the great debates of our time. How many software engineers are needed in the #AI era? Engineers on ice ↓. Leading US AI companies have cut software engineering hiring. Via @azeem
May 18, 2025 at 5:27 PM
One of the great debates of our time. How many software engineers are needed in the #AI era? Engineers on ice ↓. Leading US AI companies have cut software engineering hiring. Via @azeem
Claude is preferred for coding. Based on developer usage, Claude 3.7 Sonnet is often chosen for practical coding reliability over alternatives like GPT-4o or Gemini.
May 6, 2025 at 6:49 AM
Claude is preferred for coding. Based on developer usage, Claude 3.7 Sonnet is often chosen for practical coding reliability over alternatives like GPT-4o or Gemini.
How did the UK tax system get in such a mess? Because it's been too much about politics and not enough about economic and social
May 5, 2025 at 10:16 AM
How did the UK tax system get in such a mess? Because it's been too much about politics and not enough about economic and social
The iPhone 16 Pro is projected to be 54% more expensive to manufacture under Trump’s tariffs via @azeem.bsky.social
April 7, 2025 at 12:49 PM
The iPhone 16 Pro is projected to be 54% more expensive to manufacture under Trump’s tariffs via @azeem.bsky.social
I don’t believe I have ever seen an @TheEconomist leader quite so damming - deservedly so imho
April 6, 2025 at 7:37 AM
I don’t believe I have ever seen an @TheEconomist leader quite so damming - deservedly so imho
Investors are flocking to gold funds at the fastest pace since the Covid-19 pandemic amid mounting concerns over the economic impact of Trump’s trade war.
April 2, 2025 at 5:56 AM
Investors are flocking to gold funds at the fastest pace since the Covid-19 pandemic amid mounting concerns over the economic impact of Trump’s trade war.
US households are rushing to get off the grid. US battery storage grew 64% in 2024 compared to 2023 @azeem.bsky.social
April 1, 2025 at 4:05 PM
US households are rushing to get off the grid. US battery storage grew 64% in 2024 compared to 2023 @azeem.bsky.social