@Scaleupsimoni
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Scaleup Director @InnovateUK · Chair @Chainergy · NED · Board Advisor · Cofounder bigblu, raised £42m, IPO, 33 countries · Writing about scale, capital, boards.
London | Monaco | Saigon
Joined September 2024
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Start here: my CQ framework thread 👇
nitter.cf/Scaleupsimon/status/19…
Simon C retweeted
Jensen Huang stopped by a local noodle shop during his China trip.
This doesn't look like someone worried about disappointing on $NVDA earnings next week.
🇬🇧 The £500m UK Sovereign AI Fund launches today 🎉
The UK has the heritage, the talent, and now some capital!
The question was never whether we can build world-class AI.
It's whether we've finally learned to back it properly.
Many brilliant small UK businesses are ready to write their place in AI history.
Here's hoping the money follows the ambition, not just the politics.
#SovereignAI #UKTech #AI 🇬🇧
Most founders think they're ready to be acquired.
They're not.
After 23 acquisitions across 6 countries over 6 years, I can tell you exactly why we walked away from more deals than we completed.
And it's probably not what you think!
And almost every strong management team had something else going for them.
A board that had already put them through their paces.
Not a board of mates and cheerleaders. People who'd asked the hard questions long before we turned up.
That's the difference between walking into a room prepared and walking in exposed.
Only in 2025 can the same acronym mean two completely different things, and both camps swear they’re right!
In the UK Gov policy ecosystem, AIRR = AI Research Resource
→ Government-backed national compute, model access, and innovation infrastructure.
Great if you’re building deep tech, frontier models, or anything that needs serious horsepower.
In the startup & investor ecosystem, AIRR = AI-Induced Revenue Reduction
→ Margin compression, falling willingness-to-pay, and the slow death of “good enough AI wrappers.”
This is the one that hits your cashflow, board deck, and runway.
So here’s the country-specific guidance:
🇬🇧 UK founders:
Leverage the first AIRR (Research Resource) to reduce your cost of experimentation but design your business to avoid the second AIRR (Revenue Reduction), which is what kills most early AI companies.
🇺🇸 US founders:
You won’t get the national compute safety net so respond faster to pricing pressure and inference cost creep. AIRR shows up earlier and bites harder.
🇪🇺 EU founders:
Regulation slows model access, so the Research Resource version of AIRR is less accessible but the Revenue Reduction version is just as brutal.
Two AIRRs. Same letters. Two, VERY different consequences.
Know which one you’re optimising for!
#scaleup #Founder #EntrepreneurLife #AIRR
🧵The most crucial metric for AI startups right now isn’t actually ARR; it’s actually AIRR 🧵
AI-Induced Revenue Reduction.
And I'm really confused almost no founder or investor is talking about it.
Let’s fix that.
5️⃣ Boards aren’t asking about AIRR yet but they will, soon.
Just like SaaS in 2012, AI in 2024–26 will create a new class of “ZombAI companies”:
Strong product
Weak economics
Zero pricing power
High usage → low margin
Death by inference cost + commoditisation
The winners?
Those who build systems not wrappers, and treat AI as infrastructure, not a feature.
If you’re not measuring AIRR, you’re not really measuring the health of your AI business.
🧵The Quiet Collapse of BD Teams 🧵
This isn’t about “AI replacing sales.” It’s about AI exposing the weak economics that BD teams were built on.
Most founders won’t say it publicly, but UK scaleups are quietly cutting BD headcount because the numbers finally stopped pretending to work.👇
The new commercial reality
The companies winning right now are doing three things:
**AI-led outbound for scale**
**Human-led discovery and closing for trust**
**Product-led onboarding to reduce CAC**
BD isn’t dying - just bad BD is.
DM if you want the actual playbook I’m seeing work across UK B2B (benchmarks, tools, and the 3 hybrid models that are outperforming).