Dan

NHS staff boycotting Palantir. But the real issue isn't Palantir. It's what happens when you don't build sovereign capability and end up dependent on an American defence company for the world's largest health dataset. How do you catch up from here?

UK defence tech founders are relocating abroad. Not because of lack of ambition, but because procurement takes three to five years. Policy appetite is up. Speed of execution is not. When does that change?

Europe fixed its seed funding problem. Then the market moved. $3 million seed rounds used to be the answer. Now good companies need $10 million just to be competitive globally. The goalposts keep moving.

Everyone got excited about Anthropic doing $6 billion in February. They didn't. $6 billion was added to the run rate. 8 of the Fortune 10 are customers, but a lot of them are low spend. How much does the way these companies report revenue actually matter?

Biology runs on proteins. We have millions of variations and we still can't fully read them. Portal is sequencing whole proteins for the first time and digitising biology. If this works the applications go from drug discovery all the way to material science.

Right now tokens are a tech thing. In a couple of years they'll be lingua franca. Jensen called them the new commodity at GTC. China just formally adopted the term. Are we watching the moment tokens become the most important unit on the planet?

@RichardJMurphy You can’t add emotion or decency. It’s money. Like moral tax. No such thing. FTSE is bounced by a rotation out of US, uptick in defence, oil, sovereignty. A massive valuation gap 14x vs 25x for S&P. &more As awful as it may sound we should probably celebrate.

Donald Trump talks about committing war crimes by obliterating civilian desalination plants in Iran to further his corrupt war aims, and the FTSE 100 celebrates by pushing up share valuations. I always thought there was no logic to stock markets. Now I know that they are places of callous indifference to human suffering.

Bezos raised $6.2 billion to build the Anthropic of the physical world. Factories. Manufacturing. The real economy. Now he's looking at $100 billion to roll up old economy manufacturers and plug AI straight in. Most interesting bet in AI right now?

Google just introduced Stitch and is coming for the design layer. Lovable is pivoting hard to become a full work hub. Smart repositioning or spreading too thin? The cat and mouse is very much being played.

Every hyperscaler going wild on CapEx. Apple just quietly doing share buybacks and building better chips. M5 is 4x the performance of M4. On-device AI is getting serious. Is sitting out the arms race actually the play?

Nvidia is priced like the average S&P 500 stock. The average S&P 500 stock doesn't grow 73% a year. So is this a buying opportunity or just cognitive dissonance?

Sequence the tumour. Run AI on the data. Find the antigens. Code the mRNA. Train the immune system to fight that exact cancer. We saw what mRNA did with COVID. What happens when that gets applied to cancer at scale?

Three years ago people called it expensive autocomplete. Now anyone facing a PhD-level problem has a path to solve it. What's actually left for us to do?

@BBCPolitics @bbclaurak @BBCOne @BBCiPlayer Blimey. Slow news week?

Joining #BBCLauraK on the panel SNP Westminster Leader Stephen Flynn MP Former Senior Adviser to US State Department Karin von Hippel  LBC Presenter Nick Ferrari  Sunday 9am @BBCOne @BBCiPlayer

.@realDonaldTrump you are a vile disgusting man. Petty and pathetic, you are a hypocrite who reeks of weakness and insecurities with no moral core. Regardless of the politics, the American people should be embarrassed and ashamed for ever having entrusted you with leadership. God rest Robert Mueller.

The EU wants to centralise supervision of cross-border stock markets. Sounds dry. But cheaper, simpler capital raising across Europe? That's actually a big deal for venture. Will they get it through?

Energy prices doubling. Defence spending up. Deficits expanding. If rates follow, capital moves out of alternatives and into safer assets. How much does that actually affect the European startup ecosystem?

@TrueFactsStated @GabrielleNYC It’s not him. It’s half your country who voted for him.

As an American who now lives abroad 50% of the time you cannot overstate the damage Trump has done to America’s reputation and standing in the world. It’s tragic and will take decades possibly generations to repair.