September Tech Round-Up: All-In Summit 2025: Hangin with the Besties
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Dear reader,
The Besties are Back
Hello everyone, from Los Angeles, reporting on last week’s All-In Summit 2025. We spill the beans on what some of the world’s smartest tech minds are saying and doing.
Enjoy, from the team at North Ridge Partners.
Original Thinking From North Ridge Partners
Usually colorful, sometimes cringeworthy, but always insightful - that’s All-In Summit. We joined the crowd in LA to hear from the brightest minds in venture, entrepreneurship and tech. They debated, predicted and sparred over the state of things today - and what comes next. Even if you don’t buy into the Besties’ politics, you can’t avoid the tech.
All-In is unique: part intellectual prizefight, part masterclass, and part pulse-check on how capital, innovation, and policy collide. It’s powerful because it strips away the polished PR veneer and delivers unvarnished, high-conviction views from the people actually shaping the future of tech.
We cut through the noise and bring you the insights, tensions, and takeaways that matter most for anyone charting the sector’s next decade. Click here to read our match report.
Short of Time? Listen to the Podcast
Peter Paypal and Kathy Crypto, our two AI podcasters, talk about the buzz from this year's All-In Summit. An easy, short listen.
Click here or on the banner below to listen. Enjoy!
Big Tech
Oracle comes out of nowhere. Suddenly, Ellison is richer than Musk.
How will the world’s most valuable startup pay for its outsize ambitions? (WSJ paywall).
Uncle Sam tears up the playbook: legitimising Google’s trillion-dollar monopoly while buying 10 per cent of Intel.
Reinforcing that markets are indeed open, Klarna performs well on debut
Beware, telcos: Starlink is coming for you.
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Asia Pacific Tech News
Singapore’s bold bets: Shaping Asia’s future.
Asian FinTech funding may have hit a 10-year low, but the Philippines is a different story.
Atlassian buys a browser - hear Mike Cannon-Brookes spill the beans (tune in at minute 17).
India’s Urban Company targets $1.7bn valuation from IPO, driven by the success of home and beauty services app.
Stuff We Found Interesting
End of the Empire. America’s tech dominance abates, says former Meta Exec.
Forrester Research founder on AI impacts: SaaS prices (and valuations) tumble, Nvidia “cartel” will crumble, and VCs will unload current portfolios.
Responsible AI? U.S. legislators don’t believe so as hearings begin probing Meta’s “ethical” rules targeting children.
Tech Investment Banking Across Asia Pacific
North Ridge Partners advises tech companies across the Asia Pacific on strategy, capital raising and M&A. We’re experienced dealmakers who have built and sold many tech companies. In partnership with GP Bullhound, we have 200 bankers in 17 global offices.
Contact us here.
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