Talking Tech - Episode 31

George and Ian catch up on news around the UK small and mid-cap listed tech space.

Picking up on concerns about the challenges AgenticAI from our last podcast, George highlights Forrester’s forecast that next year 40% of AgenticAI projects will be cancelled.

On UK companies we have Dotdigital and Advanced AdvT contrasting growth by acquisition styles, with a quick reflection on GBG. (Platform vs management impact vs random name based)

Trainline and the impact that AI can have to add value, with a nod to the ‘it’s just APIs’ issue.

Closing with Ian’s thoughts on attending the SETsquared Investment Futures event – the partnership of six of the UK’s leading universities for the development and funding of spin-offs. Very positive, plenty of innovation and a great session led by the LSE on finance. Most notable was the recognition that the space has challenges and that participants are solving these for themselves, creating new solutions and changing the way they work - in marked contrast to the public markets approach.