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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 25 days 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 Europe2026-07→
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 Europe2026-05→

most discussed · click a bar to filter

2 total
$PHYSICSX
PhysicsX
MEDseb johnston·Scaling Europe·25 days ago
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·3 months ago
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