TickerTain
TickerTain
NewsroomShortsPortfolioConvergence
NewsroomShortsPortfolioConvergence
$ANTHROPIC·$MA····$INTC····$BLUE-ORIGIN·$SPCX····$CRWV····$CRM····$MSFT····$NVDA····$ORCL····$CURSOR·$AAPL····$OPENAI·$AMZN····$UBER····$GOOGL····$META····$TSLA····$DATABRICKS·$PERPLEXITY·$LYFT····$NBIS····$TSM····$LITE····$ANDURIL·
$ANTHROPIC·$MA····$INTC····$BLUE-ORIGIN·$SPCX····$CRWV····$CRM····$MSFT····$NVDA····$ORCL····$CURSOR·$AAPL····$OPENAI·$AMZN····$UBER····$GOOGL····$META····$TSLA····$DATABRICKS·$PERPLEXITY·$LYFT····$NBIS····$TSM····$LITE····$ANDURIL·
←

seb johnston

T3 · host / generalist

Seb Johnston hosts the Scaling Europe podcast, interviewing European founders and investors about fundraising, scaling, and company building.

2 calls·2 names·50% bull·last heard 2 months ago·Scaling Europe
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1stmedium conviction
$PHYSICSXPhysicsX

PhysicsX raises $300M Series C at $2.4B valuation, doubling Series B in under 12 months

PhysicsX's rapid valuation step-up reflects strong industrial demand for AI-driven engineering simulation across aerospace, semiconductors, and energy sectors.

Scaling Europe2026-07episode →
2ndmedium conviction
$SCALE-AIScale AI

Scale AI's $800M raise validates debt financing for data center buildout

Scale AI's recent $800 million fundraising makes sense for a company building data center infrastructure, illustrating the shift toward blended financing for hardware-intensive AI companies.

Scaling Europe2026-05episode →

most discussed · click a bar to filter

  • $PHYSICSX
  • $SCALE-AI
2 total
$PHYSICSX
PhysicsX
MEDseb johnston·Scaling Europe·2 months ago·PhysicsX helps companies design & manufacture industrial products faster: Jacomo Corbo, PhysicsX
PhysicsX raises $300M Series C at $2.4B valuation, doubling Series B in under 12 months
PhysicsX's rapid valuation step-up reflects strong industrial demand for AI-driven engineering simulation across aerospace, semiconductors, and energy sectors.
"You very recently announced a $300 series C at I think a $2.4 billion valuation. This was, I think, less than 12 months in the series B at an over double the valuation of your ser…"
4:32
$SCALE-AI
Scale AI
MEDseb johnston·Scaling Europe·4 months ago·European AI startups are raising bigger rounds than ever: Alex McCracken, J.P.Morgan
Scale AI's $800M raise validates debt financing for data center buildout
Scale AI's recent $800 million fundraising makes sense for a company building data center infrastructure, illustrating the shift toward blended financing for hardware-intensive AI companies.
"Scale raised 800 million this year this week, which makes total sense when you're building data centers."
18:31
no insights match this filter