US tech giants scrambling to get announcements out about some mega AI infrastructure investments in the UK. Google first out of the gate with a $6.8bn investment commitment; followed by Microsoft ($15bn) and Nvidia ($15bn).
@ryan_browne_
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Klarna and Mistral Keep European Tech Dream Alive
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Klarna and Mistral are keeping the European tech dream alive
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Klarna IPO Opens Above Range at $52 Per Share NYSE
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Breaking: Klarna opens at $52 per share in NYSE debut after pricing IPO above range (!)
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Waiting for $KLAR market opening: investment opportunity
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Waiting for $KLAR to open like pic.twitter.com/ZQD0Ggt3kh
— Ryan Browne (@Ryan_Browne_) 10 septembre 2025Waiting for $KLAR to open like
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Klarna vs Affirm: Profitability Gap and IPO Prospects
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However, unlike Klarna, Affirm is profitable. The US BNPL group reported net income of $69.2m in Q2. Still, @sytaylor thinks Klarna "isn’t that far behind." "I’d wager their bankers are probably hoping this pops by 2x on IPO day," he says.
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Klarna targets $14bn valuation ahead of IPO
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Klarna is targeting a valuation of as much as $14bn. But ultimately, it's down to investors to decide how to value the company on IPO day. One avenue is comparing Klarna to its biggest publicly-traded peer, Affirm, which is currently worth ~$29bn.
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Klarna’s IPO Approach: From BNPL to Neobank Strategy
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Klarna is edging closer to a long-awaited IPO — and it's set to be a key test for the Swedish fintech's business model. Widely perceived as the poster child for 'buy now, pay later,' Klarna's attempting to rebrand as more of a neobank. Can it succeed?
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Government Legitimization of Far-Right Racism Raises Ethical Concerns
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The level of far-right racism and bigotry on display in my country is truly horrifying. And the way the government legitimises it with these statements of sympathy should be of concern to us all.
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VC silence on European AI regulation criticized by industry
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It's also heartening to see you calling it out dude – but where are your VC colleagues? Where is the outcry from them? All they seem to be doing is whinging about how terrible Europe is…!
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Addressing Blatant Racism in Technology and AI Systems
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Honestly, the racism is so blatant. They're not even trying to hide it anymore.