Simon Thorpe @thorpesi.bsky.social · 13/07/2026Another scaling law? ByteDance researchers found that newer AI models learn on the job about twice as fast as models from just three months earlier via @azeem.bsky.social 000
Simon Thorpe @thorpesi.bsky.social · 06/07/2026Cambridge just now. Should be a scene 🎬 from a movie 000
Reposted by Simon ThorpeTechCrunch @techcrunch.com · 02/07/2026The company delivered more than 480,000 EVs globally, seemingly thanks to geographic expansion and cheaper versions of the Model 3, Model Y, and Cybertruck.techcrunch.comTesla saw a massive sales jump in the second quarter | TechCrunchThe company delivered more than 480,000 EVs globally, seemingly thanks to geographic expansion and cheaper versions of the Model 3, Model Y, and Cybertruck. 283
Simon Thorpe @thorpesi.bsky.social · 16/06/2026Super interesting data point re #AI The top 1% of US firms spend $7,450 per employee on AI each month, roughly 650x the typical firm’s $11.38 via @azeem.bsky.social 010
Simon Thorpe @thorpesi.bsky.social · 07/04/2026Cheap, secure energy is a growth engine. UK real wages grew only 4% in sixteen years between 2008 and 2024 v 18% in the US. Economist Christopher Sandmann argues that soaring industrial energy costs, not weak investments or skill, are the overlooked cause via @azeem.bsky.social 000
Simon Thorpe @thorpesi.bsky.social · 24/03/2026I am not surprised given how good their platform isi.sm 000
Simon Thorpe @thorpesi.bsky.social · 17/03/2026'AI washing' A survey of 1,000 hiring managers found 59% blame AI for job cuts but only 9% say AI has replaced roles. www.bloomberg.com/opinion/arti...bloomberg.comThe ‘AI-Washing’ of Job Cuts Is Corrosive and ConfusingWhatever you think about whether artificial intelligence is coming for your job, it has already mastered one corporate skill: hogging the credit. 000
Simon Thorpe @thorpesi.bsky.social · 16/03/2026Satellites ↑ (we have lift off) The space economy is taking off. Via @azeem.bsky.social 001
Simon Thorpe @thorpesi.bsky.social · 10/03/2026Always worth - well watching www.cambridgenetwork.co.uk/news/21towat...cambridgenetwork.co.uk#21toWatch 2026 winners revealed: deeptech founders tackling society’s toughest health and climate challenges | Cambridge NetworkThe #21toWatch Top21.2026 winners have been announced at an awards ceremony at The Glasshouse innovation hub in Cambridge. 000
Simon Thorpe @thorpesi.bsky.social · 10/03/2026Claude AI's extraordinary growth. In Feb 2025, ChatGPT held 90% of US business AI subscriptions. A year later, Claude commands nearly 70%. Via @azeem.bsky.social 010
Simon Thorpe @thorpesi.bsky.social · 24/02/2026AI capex is estimated to account for a huge 64-80% of US Q4 2025 growth. Via @azeem.bsky.social 011
Simon Thorpe @thorpesi.bsky.social · 23/02/2026Secondary sales of private startup shares have grown from 3% of all VC exits in 2015 to 31% today @azeem.bsky.social 010
Simon Thorpe @thorpesi.bsky.social · 16/02/2026Peak China carbon? China’s CO2 emissions fell 0.3% in 2025 – flat or falling for 21 straight months via @azeem.bsky.social 000
Simon Thorpe @thorpesi.bsky.social · 02/12/2025Concentrated 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 010
Simon Thorpe @thorpesi.bsky.social · 02/12/2025People are spending more time chatting with Gemini than ChatGPT, according to SimilarWeb data. 000
Reposted by Simon ThorpeTechCrunch @techcrunch.com · 21/11/2025We compiled all the hottest AI wearables currently available, including Bee, Friend, Plaud, and more.techcrunch.comThe hottest AI wearables and gadgets you can buy right now | TechCrunchWe compiled all the hottest AI wearables currently available, including Bee, Friend, Plaud, and more. 282
Simon Thorpe @thorpesi.bsky.social · 18/11/2025Just 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 000
Simon Thorpe @thorpesi.bsky.social · 18/11/2025China’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 000
Simon Thorpe @thorpesi.bsky.social · 18/11/2025on.ft.com/4paXqGo UK raises bank deposit guarantee from £85,000 to £120,000 to keep pace with inflationon.ft.comUK raises bank deposit guarantee to £120,000 to keep pace with inflationFinancial services groups will have to make a higher contribution to compensation scheme for customers of failed companies 000
Simon Thorpe @thorpesi.bsky.social · 18/11/2025Immigration 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 000
Simon Thorpe @thorpesi.bsky.social · 17/11/2025Which 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 010
Simon Thorpe @thorpesi.bsky.social · 29/10/2025Brilliant book. No wonder it’s so widely read. #lessonsinchemistry 000
Simon Thorpe @thorpesi.bsky.social · 28/10/2025Here’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...scmp.comAlibaba Cloud claims to slash Nvidia GPU use by 82% with new pooling systemThe new Aegaeon system can serve dozens of large language models using a fraction of the GPUs previously required, potentially reshaping AI workloads. 000
Simon Thorpe @thorpesi.bsky.social · 23/10/2025Great to be at the opening of the Innovate Cambridge Summit today #cambridge 010
Simon Thorpe @thorpesi.bsky.social · 22/10/2025Good to see one of portfolio companies @unlikelyAI written up in @siftedeu sifted.eu/articles/ale...sifted.euAlexa 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. 000
Simon Thorpe @thorpesi.bsky.social · 20/10/2025Wow.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 000
Simon Thorpe @thorpesi.bsky.social · 20/10/2025Premium subscriptions ↑ About 70% of OpenAI’s $13 billion in annualized recurring revenue comes from roughly 40 million paying subscribers @azeem.bsky.social 000
Simon Thorpe @thorpesi.bsky.social · 14/10/2025Ignore 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...fortune.comChina’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.” 000
Reposted by Simon ThorpeSifted @sifted.eu · 13/10/2025It is no surprise so many homegrown startups look for better customers in the US and Asia.sifted.euEurope must create more demand for tech 013
Reposted by Simon ThorpeTechCrunch @techcrunch.com · 13/10/2025Strava, 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 Santechcrunch.comStrava eyes IPO as Gen Z trades dating apps for running clubs | TechCrunchStrava, 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 2193
Simon Thorpe @thorpesi.bsky.social · 13/10/2025Sluggish 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 000
Simon Thorpe @thorpesi.bsky.social · 07/10/2025China’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 000
Simon Thorpe @thorpesi.bsky.social · 30/09/2025It’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.comHow China Is Outperforming the United States in Critical TechnologiesMeasuring 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... 000
Simon Thorpe @thorpesi.bsky.social · 20/09/2025About time too - Keir Starmer set to unveil digital ID scheme 010
Reposted by Simon ThorpeSifted @sifted.eu · 19/09/2025It’s been a bumper week for US tech giant funding in the UKsifted.euNvidia to invest £2bn into UK AI startupsIt’s been a bumper week for US tech giant funding in the UK Nvidia to invest £2bn into UK AI startups 022
Simon Thorpe @thorpesi.bsky.social · 08/09/2025For 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) 120
Simon Thorpe @thorpesi.bsky.social · 19/08/2025Data 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 000
Simon Thorpe @thorpesi.bsky.social · 13/08/2025US Market concentration ↑ The net income of the S&P 500’s ten largest companies has grown by 180% since 2019, while the rest of the index grew by just 45% via @azeem.bsky.social 100
Simon Thorpe @thorpesi.bsky.social · 07/08/2025YouTube is now the second most-watched TV service in the UK, according to Ofcom, behind the BBC but above ITV and Channel 4 000
Simon Thorpe @thorpesi.bsky.social · 04/08/2025Data centre construction spending in the US has more than doubled since ChatGPT’s launch via @azeem.bsky.social 000
Simon Thorpe @thorpesi.bsky.social · 27/07/2025Impressive growth from a portfolio company of mine. #Inforcer Accelerates Microsoft AI Enablement With $35m Series B Funding Round: ‘The Opportunity Was Now’ www.crn.com/news/channel...crn.comInforcer Accelerates Microsoft AI Enablement With $35M Funding Round: ‘The Opportunity Was Now’Inforcer lands its new funding round to become the AI readiness engine for Microsoft MSPs 000
Simon Thorpe @thorpesi.bsky.social · 27/07/2025Good write up of the Cambridge and Manchester partnership. Opinion: Manchester X Cambridge partnership makes city "a key player in the global innovation landscape" - Prolific North www.prolificnorth.co.uk/news/opinion...prolificnorth.co.ukOpinion: Manchester X Cambridge partnership makes cityVicky Protano ,corporate lawyer at Mills & Reeve, on the Cambridge x Manchester Innovation Partnership. 000
Reposted by Simon ThorpeSifted @sifted.eu · 21/07/2025Homegrown startups quietly winning in high-impact sectors like defence and biotech.sifted.euEuropean investors find purpose in purposeful tech 051
Simon Thorpe @thorpesi.bsky.social · 15/07/2025Wow we should all be thinking hard about this. Since 1901 the sea level around the UK has risen by 19.5cm, 2/3rds of this (13-14cms or 5 inches in old money) since 1993! on.ft.com/4lzrgmM UK sea level rising faster than global average, study finds #climatechangeon.ft.comUK sea level rising faster than global average, study findsBritain is getting wetter and warmer as new temperature records become norm 032
Simon Thorpe @thorpesi.bsky.social · 01/07/2025UK politicians and policymakers underestimate this at their peril - China’s engineering bet - 36% of students are funneled into engineering – 7x the US/UK rate – as it races to dominate high-tech via @azeem.bsky.social 000
Simon Thorpe @thorpesi.bsky.social · 27/06/2025Y 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 000
Simon Thorpe @thorpesi.bsky.social · 27/06/2025Really 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” 010