AI: Computer vision; European Tech IPO 2nd Quarter; the U.K tech leadership
Weekly Newsletter #26 - 7th June 2021
Hello my friends 🖐,
I hope you have enjoyed the new version of the newsletter received last week. And this week I’m very thrilled about the content to share with you!
Before going into more details, I wanted to share with you the results of the question I asked you:
Do you think it’s a good idea that the European Union wants to increase control of acquisitions of European Companies done by major Tech players (GAFAM)?
The results were pretty close with a slight advantage to YES!
Now it’s my turn to tell you my answer… and I’m not favorable for a regulation. Indeed, I read last week a lot of articles about this topic and I felt a lot of confusion about it. To make it short the 3 reasons why I don’t think it’s a good idea:
I don’t think that there are so many Killing acquisitions in the market; I would rather focus on the regulator to make the European Tech market more appealing for investors rather than adding a layer of complexity;
Investors need a return! and as of today, acquisition by big US tech firm is one of the best exit opportunity for them in Europe;
If a European company gets acquired, a portion of this money will be reinvested in the local ecosystem to build new ventures. Maybe one Tech company will collapse but more will be born.
As a conclusion, I think we should focus on financing the future European big Tech 4, but for that, we need money in the Ecosystem, so let’s keep it.
Let’s go for this week! I hope you will enjoy this new format and feel free to share your feedback 🙏
Computer Vision or how to give eyes to our machines
As presented last week, I started a series to decrypt what is behind Artificial Intelligence technologies, the different clusters but also their main applications. Last time, we analysed Natural Language Processing to build machine chat with humans.
For this week we will share insights on a new area of Artificial Intelligence which is Computer Vision!
For this edition we will analyse how Computer Vision is transforming our day to day life, while traveling to France 🇫🇷, the Uk 🇬🇧, Switzerland 🇨🇭, and Germany 🇩🇪.
The Top 3 Tech News of the week, the recap in a simple Tweet below:
Last week I published the new edition of the European Tech IPO Observatory.
An observatory in which I track the newly listed European companies with an initial market cap > $1Bn.
The last quarter has been incredibly hot! Here a sample statistics:
3 new companies announced a listing in 2021 in Q2
8 companies newly listed during the 2nd quarter in Q2
11 companies listed already in 2021. It’s 3,6x the level reached in 2020 (3 listings)
70%: market share by the US banks supporting European Tech IPOs. First European Bank is BNP Paribas (playing as lead coordinator)
6 Companies have reached an initial valuation > $10Bn (Spotify, Allegro, Deliveroo, Arrival, eToro, Uipath). With 4 of them being listed in the US.
And many other stats that you can find in the Observatory…
If you still have 30 seconds, I would be very interested to have your answer on this topic.
This week my question is:
As seen in the European Tech IPO Observatory, the U.K. 🇬🇧 has been the European leading place. Either of successful companies that get listed (40% of the companies are from the U.K.) and also as a place to complete an IPO with the London Stock Exchange (32% of the IPOs hosted).
Do you think after Brexit the U.K. will keep its leadership?
So, that’s it for this week, I hope you have enjoyed this new format and wishing you a great week ahead🖐
Stay safe ❤️