Mati Serradeill

BREAKING: Microsoft Annonces Massive $30 Billion Investment in UK Artificial Intelligence Infrastructure 🤯🇬🇧 The world’s second most valuable company, Microsoft, has announced plans to invest $30 billion in UK AI infrastructure by 2028. This is the single largest financial commitment Microsoft has ever made in the UK. The investment will enable it to build out cloud and AI infrastructure and build the UK’s largest supercomputer. Not bad at all! Ooft.

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During my last trip to SF, I had the opportunity to speak with Romain Serman who opened Bpifrance’s San Francisco office 11 years ago to help build bridges between US funds and French startups. We discussed : ✅ The turning point in 2016, when leading US funds first invested in France ✅ The challenges Europe still faces, from fragmented markets to weaker storytelling ✅ What makes a good VC: saying no with respect, staying curious, and avoiding cynicism ✅ How he overcame his early impostor syndrome and developed a hands-on curiosity for tech 👉 For LPs, VCs, and founders interested in French Tech’s evolution from Silicon Valley perspective, this one’s worth a listen. 🎧 Link in the comments

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LP Tech is now a category. And we have the Oxford paper to prove it: Ludovic Phalippou has published "𝘓𝘪𝘮𝘪𝘵𝘦𝘥 𝘗𝘢𝘳𝘵𝘯𝘦𝘳𝘴 𝘷𝘴 𝘜𝘯𝘭𝘪𝘮𝘪𝘵𝘦𝘥 𝘛𝘦𝘤𝘩𝘯𝘰𝘭𝘰𝘨𝘪𝘦𝘴." It's about the unique role of AI in private markets... and why LP Tech infrastructure is fundamentally different. 𝗧𝗵𝗲 𝗽𝗿𝗼𝗯𝗹𝗲𝗺: LPs face a mismatch between their data and what AI needs: • Private equity takes 10+ years to validate predictions,  • Public markets validate models in real-time • Disclosures arrive quarterly, 3-6 months late • Every GP uses different formats AI algorithms are built for abundant, high-frequency data. Private markets offer the opposite. 𝗕𝘂𝘁 𝘁𝗵𝗲𝗿𝗲 𝗶𝘀 𝗺𝗮𝘀𝘀𝗶𝘃𝗲 𝗽𝗼𝘁𝗲𝗻𝘁𝗶𝗮𝗹: Phalippou's research shows GP narratives contain predictive signals. Fundraising documents and quarterly reports can forecast performance, if you can extract them systematically. The problem isn't lack of information. It's that information resists standardization. And that is the potential of new technology. 𝗧𝗵𝗲 𝗶𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 𝗹𝗮𝘆𝗲𝗿: The paper (partially) maps the LP tech ecosystem, many of whom are participating in this week's LP Tech Summit - and references our summit as evidence of a rising tide. Because LP tech isn't just a new breed of SaaS. The companies shaping this space represent a new infrastructure for transforming heterogeneous disclosures into structured intelligence. And that intelligence will shape and deliver private market returns for the good of everyone invested in the world's most important Limited Partners. 𝗧𝗵𝗲 𝗰𝗼𝗻𝘀𝘁𝗿𝗮𝗶𝗻𝘁𝘀: Some GPs now prohibit LPs from using LLMs on their documents. This could lock valuable unstructured data back into analog form before AI adoption scales. That should change. 𝗪𝗵𝘆 𝗜𝘁 𝗺𝗮𝘁𝘁𝗲𝗿𝘀 𝘀𝗼 𝗺𝘂𝗰𝗵: LP Tech exists because private markets have a structurally different data problem. You can't apply public market AI tools and expect them to work. Phalippou's paper gives academic validation to what practitioners know: LP operations require purpose-built infrastructure. The category is real. And we're all just getting started! 🚀 🚀 Thanks so much to Dr. Phalippou for his work, and double thanks to Riley Thomas for sharing the paper with me. Read it in full you won't be disappointed.

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Your start-up's culture will make or break you. 83% of founders get this wrong in year one. But after working with hundreds of successful start-ups, I've identified 8 unconventional moves that actually work: Mission Manifesto Design 📌 ❌ Generic vision statements ✅ Collaborative purpose crafting [Team tip: Working together to visualise it unlocks 3x more authentic ideas] Grit-First Hiring 💪 ❌ Skills-only focus ✅ Hiring for attitude and character [Reality check: Your first 10 hires determine your next 100] Radical Transparency Protocol 🎯 ❌ Sugar-coated updates ✅ Sharing the reality in real-time [Key stat: Teams with daily stand-ups are 2.3x more aligned] MVP Celebration Framework 🌟 ❌ Waiting for perfect wins ✅ Progress-focused recognition [Truth: Small wins compound into cultural momentum] Rapid Skill Acceleration 📈 ❌ Annual training plans ✅ Just-in-time learning stipends [Insight: Teams that learn together, grow together] Ownership Architecture 👥 ❌ Permission-based progress ✅ Decision-making autonomy [Power move: Your suggestion box should have a 48-hour response rule] Social Fabric Engineering 🤝 ❌ Forced fun events ✅ Organic connection catalysts [Strategy: Monthly Start-up Socials build 5x stronger bonds] Empathy-Driven Leadership 🎯 ❌ Top-down directives ✅ Open-door authenticity [Leadership truth: Vulnerability creates visibility] - - - - 💡 Which of these moves would transform your results now? ♻️ Repost to help others on their journey♻️ ********** 📌 Follow me, Asif Ahmed for more insights 📌 Accounting, Tax, Strategic Finance, ERP & CRM ✒️ Specifically for: Fast Scaling venture-backed founders & CFOs

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🎙️ Special IBC 2025 Episode – Retention Zone One of the most interesting conversations I had at IBC this year was with Gilles Domartini, CEO of Cleeng, right after the second edition of Retention Zone Live. We talked about how innovation in subscriptions is shifting — becoming more accessible and more intelligent. 👉 The big headline: Cleeng Pro. ➡️ A simplified way for any mid-sized publisher to launch a subscription service in under 60 minutes. ➡️ With just a few clicks you can create offers, set up a subscription page, consolidate app store data, and enable customer care. ➡️ And the real game changer? The first 10,000 monthly subscribers are free. ➡️ No contracts, no upfront cost — just the freedom to experiment, learn, and grow. For Vimeo users and smaller publishers frustrated by limited analytics, this could open entirely new doors. 👉 The second big announcement: ChurnIQ AI-ssistant. ➡️ Imagine a retention super-expert on demand. You ask: who’s at risk of churning, on which platform, and what’s the revenue impact? You get the answer instantly. ➡️ But more importantly, it doesn’t stop at insights. It suggests proven remedies, integrates with tools like Braze or Mailchimp, and can trigger campaigns automatically. It’s agentic AI in action — analytics flowing directly into decisions and execution. 📲 Finally, Gilles reminded me why we started Retention Zone in the first place: to create a space where the industry can share real challenges and shape better solutions together. That dialogue has already influenced Cleeng’s roadmap, and it shows the power of community in innovation. A guy with a scarf Benedicte Guichard Alexis Gaï Kirstin White Hjalmar Koedijker Joachim Bergman Kamila Palka Enzo Bermond Kübra Güven Chris Welsh #IBC2025 #RetentionZone #Subscriptions #AI #Streaming

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