An exciting day ahead! #SiftedSummit

"America has become one big bet on AI," writes Ruchir Sharma. Better not go wrong.... on.ft.com/3KUg7z8

Terrific piece on @alphaville.ft.com by Sinead O'Sullivan: "Winners emerge from redundancy, not efficiency." on.ft.com/4gTUz1M

Is AI revolutionising the workplace? Maybe not (yet). “When we spoke to executives, they would often say the internal tool was very successful... But when we spoke to employees, we found zero usage.” @melissahei.bsky.social @chriscook.news @claradoodle.bsky.social on.ft.com/4pBm97R

Investment in European defence tech is surging on.ft.com/4mOJ5yz More here from the @financialtimes.com Tech Tonic podcast: podcasts.apple.com/gb/podcast/f...

Kicking off the Tech Tent with Sarah Wynn-Williams interviewed by Murad Ahmed at FT weekend festival

Punchy interview with LocalGlobe's Saul Klein on the meh-ness of unicorns, the importance of ARR and the need for UK institutional investors to get serious about tech (see below) sifted.eu/articles/sau... @amyrlewin.bsky.social @sifted.eu

The most read column in the @financialtimes.com over the past month was my piece on the coming AI crash channeling the thoughts of @carlotaperez.bsky.social As always, there are some great - and varied - comments from FT readers 👀 😵‍💫 on.ft.com/45SXanu

Interesting Nick Clegg comments on the conformity of Silicon Valley www.thetimes.com/uk/politics/...

And the best Google killer in AI search is… Google (according to this @washingtonpost.com study) www.washingtonpost.com/technology/2...

Janet Yellen: "The independence of the Federal Reserve is not some technocratic nicety. It is the bedrock of US economic stability and global leadership. Trump’s effort to tear it down for personal gain is reckless, corrosive, and profoundly un-American." www.ft.com/content/d2ea...

Interesting reading from @dealroom.bsky.social on the top performing VCs in Europe dealroom.co/power-law-in...

Shocking. Someone bet big on Taylor Swift's big news. h/t @johnauthers.bsky.social www.bloomberg.com/opinion/news...

Who has the better model - China's engineering state or America's lawyerly society? Both have their strengths and weaknesses as Dan Wang explores in his provocative new book Breakneck. My @financialtimes.com review below on.ft.com/45p1Q5w

Victor Riparbelli CEO of @synthesia.io speaks for many European founders: “I love Europe and I want Europe to succeed. I could have moved my company to the US. We’ve kept it here, and we want to keep it here but man, they’re not making it easy.” @martincoulter.bsky.social sifted.eu/articles/syn...

The US US discovered debt as a natural resource around 2000, and has been exporting it ever since. Excellent article by @bhgreeley.bsky.social on.ft.com/40NNZmt

Excellent essay by @peterfrankopan.bsky.social

Extraordinary graphic showing the distributional impact of the “big, beautiful bill.” on.ft.com/46mGdn6

Pay inflation in the AI sector on.ft.com/44hZhjK

Several of Europe's leading entrepreneurs and investors urge the EU to 'stop the clock' on sweeping new rules on AI in an open letter published by @sifted.eu sifted.eu/articles/ai-...

Bit of a stretch for the British govt to call its industrial strategy a "turning point". But it might be useful nonetheless The plan will see an extra £6.6bn invested in VC funds and startups by 2030 and a £54m AI talent scheme @kainicolschwarz.bsky.social @sifted.eu sifted.eu/articles/uk-...

For your summer reading... Here are some of the liveliest environment, science and technology books picked by @pilitaclark.bsky.social @clivecookson.bsky.social and me on.ft.com/4k6znFJ

Spotify founder Daniel Ek’s investment company is leading a €600mn investment in Helsing, valuing the German defence tech group at €12bn @tim.fo @ivanlevingston.bsky.social on.ft.com/45qSTsX

Had fun interviewing Daniel Ek at Founders Forum. Europe has what it takes in tech. Statement (not a question)

Blunt advice from Michael Moritz for fellow Silicon Valley techies following the Musk-Trump fallout: on.ft.com/4kEErlW Musk vs Trump is a cautionary tale for Silicon Valley

Always worth listening to @katie0martin.ft.com on.ft.com/4kXL7eE Why we should worry about the rise of stablecoins

“If we build AIs that are smarter than us and are not aligned with us and compete with us, then we’re basically cooked,” @yoshuabengio.bsky.social tells the @financialtimes.com @criddle.bsky.social as he launches a non-profit LawZero to build safer systems on.ft.com/4jq1wHj

“When I first moved here [in 1992] I came because it was characterised by people who genuinely saw that their purpose was in service to humanity... I don’t feel that way about this place right now.” Jony Ive on Silicon Valley and how to reinvent it @mattgarrahan.bsky.social on.ft.com/3HmoZMd

Our new report on the governance of biometric technologies in the UK covered by @financialtimes.com ⬇️ www.ft.com/content/09ce... (£)

"One reliable truism in markets is that deficits don’t matter until they do. Well, now they do." Great column from @katie0martin.ft.com on.ft.com/43r9dqI

The philosopher Harry Frankfurt argued that bullshit was "a greater enemy of the truth than lies are". But is generative AI-generated botshit even worse than human-generated bullshit? (Yes) My latest @financialtimes.com here: on.ft.com/3SikRPK

“The amount of research sleeping in labs, it’s mind boggling." If you want a boost of positivity this morning read this interview with Riam Kanso of Conception X about commercialising scientific research @t-nugent.bsky.social @sifted.eu sifted.eu/articles/con...

SCOOP: Telegram had a bumper 2024, booking over half a billion dollars in profit after a lossmaking 2023 The app has told investors that the French investigation could be a barrier to an IPO but that it could be resolved this year, as it launches a $1.5bn bond offering www.ft.com/content/a8b4...

Sam Altman’s AI venture is one of a number of companies betting on alternatives to the smartphone as the predominant device to access AI. www.ft.com/content/8ac4...

Fascinating report on what happens when your smartphone is nicked by William Langley on.ft.com/3Zn9Y2P

This is fun from @melissahei.bsky.social on.ft.com/3YQiJCw

“We’re definitely going to build a bunker before we release AGI.” Looking forward to reading the book www.theatlantic.com/technology/a...

“I hate it when people compare things to Kafka. I’ve written dramas about Kafka - but this really is Kafka!” Daniel Kehlmann on border troubles and other parallels between Trump’s America and his novel, The Director on.ft.com/4klqGrt Novelist Daniel Kehlmann: ‘I wanted to write about complicity’

The final episode of the @financialtimes.com Tech Tonic podcast series on defence tech is out today. Discussion with @sylviapfeifer.bsky.social Ryan McMorrow and Demetri Sevastopulo on how technology is changing warfare Do listen www.ft.com/content/3477...

In huge news, the UK government was just defeated in the House of Lords for a second time over AI & copyright. The government had removed amendments to the Data Bill that would require AI companies to disclose their training data. The Lords have now reinserted them. 🧵 1/2

Sebastian Siemiatkowski previously waxed lyrical about the benefits of AI in cutting costs and increasing operational efficiency.

My latest @financialtimes.com column on OpenAI on.ft.com/3F3vAuh

Putin and China’s Xi Jinping met for a photo op in the Kremlin before talks today. A long, slow walk and a hand shake. Putin later told Xi the Chinese military contingent at the Moscow Victory Day parade will be the largest of foreign troops walking with Russian forces, according to state media.

It's great that Europe is trying to attract US scientists. Next on the to-do list: "housing, efficient visa processes, international schools, dual career opportunities, clear IP-transfer strategies, and vibrant startup ecosystems.” @daphneleprince.bsky.social @sifted.eu sifted.eu/articles/cho...

Wild www.theguardian.com/us-news/2025...

Buyout groups and VCs ready to play role in Europe’s rearmament https://www.ft.com/content/a414486d-ed45-4eac-b6c4-f966b2e12714

Twenty-eight countries and 187 suppliers. The newer iPhones have 2,700 parts made around the world. Moving the entire supply chain to the US is highly impractical and unrealistic in the span of the Trump presidency ig.ft.com/us-iphone/

New: Putin offered to halt his invasion of Ukraine across the current frontline as part of efforts to reach a peace deal. But Kyiv allies warn he'd use the apparent concession as bait to lure Trump into accepting other demands. w/ @maxseddon.bsky.social @henryjfoy.ft.com www.ft.com/content/5d84...

"Slopaganda." Like it. Sid Venkataramakrishnan's term for sloppy AI hype. Good to see Sid back in pink pixels in this @alphaville.ft.com post on.ft.com/3Ga3VrT

"There is one notable thing lacking in Donald Trump’s declaration of economic and diplomatic war on the world — a strategy for winning." What a smarter industrial strategy might look like by @michaelmori Mike Moritz (channelling his inner Andy Grove) on.ft.com/4idRsR9