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Talking Tech - Episode 34

Ian ( https://progressive-research.com/people/ian-robertson/ ) and George ( https://progressive-research.com/people/george-oconnor/ ) wish ChatGPT a Happy Birthday before cantering through recent UK small tech updates. ActiveOps – going well but could short term brokers and metric obsessed fund managers stop this little gem from reaching its full potential Cerillion – a pause for breath year, still well positioned, cash generative with excellent margins GBG – it is going to be hard work but the management look to be up to the challenge Then, looking to Autodesk, George considers changing charging / accounting models when faced with AI and difficult wider economics – doesn’t the market see right through this? Talking Tech Episode 34 December 3, 2025 ★ Episode details: https://share.transistor.fm/s/a2653124

3 December 202514m 53sProgressive Equity Research