Podcast appearances and mentions of Lee Simpson

Live from Morgan Stanley's European Tech, Media and Telecom Conference in Barcelona, our roundtable of analysts discusses tech disruptions and datacenter growth, and how Europe factors in.Read more insights from Morgan Stanley.----- Transcript -----Paul Walsh: Welcome to Thoughts on the Market. I'm Paul Walsh, Morgan Stanley's European Head of Research Product. Today we return to my conversation with Adam Wood. Head of European Technology and Payments, Emmet Kelly, Head of European Telco and Data Centers, and Lee Simpson, Head of European Technology. We were live on stage at Morgan Stanley's 25th TMT Europe conference. We had so much to discuss around the themes of AI enablers, semiconductors, and telcos. So, we are back with a concluding episode on tech disruption and data center investments. It's Thursday the 13th of November at 8am in Barcelona. After speaking with the panel about the U.S. being overweight AI enablers, and the pockets of opportunity in Europe, I wanted to ask them about AI disruption, which has been a key theme here in Europe. I started by asking Adam how he was thinking about this theme. Adam Wood: It's fascinating to see this year how we've gone in most of those sectors to how positive can GenAI be for these companies? How well are they going to monetize the opportunities? How much are they going to take advantage internally to take their own margins up? To flipping in the second half of the year, mainly to, how disruptive are they going to be? And how on earth are they going to fend off these challenges? Paul Walsh: And I think that speaks to the extent to which, as a theme, this has really, you know, built momentum. Adam Wood: Absolutely. And I mean, look, I think the first point, you know, that you made is absolutely correct – that it's very difficult to disprove this. It's going to take time for that to happen. It's impossible to do in the short term. I think the other issue is that what we've seen is – if we look at the revenues of some of the companies, you know, and huge investments going in there. And investors can clearly see the benefit of GenAI. And so investors are right to ask the question, well, where's the revenue for these businesses? You know, where are we seeing it in info services or in IT services, or in enterprise software. And the reality is today, you know, we're not seeing it. And it's hard for analysts to point to evidence that – well, no, here's the revenue base, here's the benefit that's coming through. And so, investors naturally flip to, well, if there's no benefit, then surely, we should focus on the risk. So, I think we totally understand, you know, why people are focused on the negative side of things today. I think there are differences between the sub-sectors. I mean, I think if we look, you know, at IT services, first of all, from an investor point of view, I think that's been pretty well placed in the losers' buckets and people are most concerned about that sub-sector… Paul Walsh: Something you and the global team have written a lot about. Adam Wood: Yeah, we've written about, you know, the risk of disruption in that space, the need for those companies to invest, and then the challenges they face. But I mean, if we just keep it very, very simplistic. If Gen AI is a technology that, you know, displaces labor to any extent – companies that have played labor arbitrage and provide labor for the last 20 - 25 years, you know, they're going to have to make changes to their business model. So, I think that's understandable. And they're going to have to demonstrate how they can change and invest and produce a business model that addresses those concerns. I'd probably put info services in the middle. But the challenge in that space is you have real identifiable companies that have emerged, that have a revenue base and that are challenging a subset of the products of those businesses. So again, it's perfectly understandable that investors would worry. In that context, it's not a potential threat on the horizon. It's a real threat that exists today against certainly their businesses. I think software is probably the most interesting. I'd put it in the kind of final bucket where I actually believe… Well, I think first of all, we certainly wouldn't take the view that there's no risk of disruption and things aren't going to change. Clearly that is going to be the case. I think what we'd want to do though is we'd want to continue to use frameworks that we've used historically to think about how software companies differentiate themselves, what the barriers to entry are. We don't think we need to throw all of those things away just because we have GenAI, this new set of capabilities. And I think investors will come back most easily to that space. Paul Walsh: Emett, you talked a little bit there before about the fact that you haven't seen a huge amount of progress or additional insight from the telco space around AI; how AI is diffusing across the space. Do you get any discussions around disruption as it relates to telco space? Emmet Kelly: Very, very little. I think the biggest threat that telcos do see is – it is from the hyperscalers. So, if I look at and separate the B2C market out from the B2B, the telcos are still extremely dominant in the B2C space, clearly. But on the B2B space, the hyperscalers have come in on the cloud side, and if you look at their market share, they're very, very dominant in cloud – certainly from a wholesale perspective. So, if you look at the cloud market shares of the big three hyperscalers in Europe, this number is courtesy of my colleague George Webb. He said it's roughly 85 percent; that's how much they have of the cloud space today. The telcos, what they're doing is they're actually reselling the hyperscale service under the telco brand name. But we don't see much really in terms of the pure kind of AI disruption, but there are concerns definitely within the telco space that the hyperscalers might try and move from the B2B space into the B2C space at some stage. And whether it's through virtual networks, cloudified networks, to try and get into the B2C space that way. Paul Walsh: Understood. And Lee maybe less about disruption, but certainly adoption, some insights from your side around adoption across the tech hardware space? Lee Simpson: Sure. I think, you know, it's always seen that are enabling the AI move, but, but there is adoption inside semis companies as well, and I think I'd point to design flow. So, if you look at the design guys, they're embracing the agentic system thing really quickly and they're putting forward this capability of an agent engineer, so like a digital engineer. And it – I guess we've got to get this right. It is going to enable a faster time to market for the design flow on a chip. So, if you have that design flow time, that time to market. So, you're creating double the value there for the client. Do you share that 50-50 with them? So, the challenge is going to be exactly as Adam was saying, how do you monetize this stuff? So, this is kind of the struggle that we're seeing in adoption. Paul Walsh: And Emmett, let's move to you on data centers. I mean, there are just some incredible numbers that we've seen emerging, as it relates to the hyperscaler investment that we're seeing in building out the infrastructure. I know data centers is something that you have focused tremendously on in your research, bringing our global perspectives together. Obviously, Europe sits within that. And there is a market here in Europe that might be more challenged. But I'm interested to understand how you're thinking about framing the whole data center story? Implications for Europe. Do European companies feed off some of that U.S. hyperscaler CapEx? How should we be thinking about that through the European lens? Emmet Kelly: Yeah, absolutely. So, big question, Paul. What… Paul Walsh: We've got a few minutes! Emmet Kelly: We've got a few minutes. What I would say is there was a great paper that came out from Harvard just two weeks ago, and they were looking at the scale of data center investments in the United States. And clearly the U.S. economy is ticking along very, very nicely at the moment. But this Harvard paper concluded that if you take out data center investments, U.S. economic growth today is actually zero. Paul Walsh: Wow. Emmet Kelly: That is how big the data center investments are. And what we've said in our research very clearly is if you want to build a megawatt of data center capacity that's going to cost you roughly $35 million today. Let's put that number out there. 35 million. Roughly, I'd say 25… Well, 20 to 25 million of that goes into the chips. But what's really interesting is the other remaining $10 million per megawatt, and I like to call that the picks and shovels of data centers; and I'm very convinced there is no bubble in that area whatsoever.So, what's in that area? Firstly, the first building block of a data center is finding a powered land bank. And this is a big thing that private equity is doing at the moment. So, find some real estate that's close to a mass population that's got a good fiber connection. Probably needs a little bit of water, but most importantly needs some power. And the demand for that is still infinite at the moment. Then beyond that, you've got the construction angle and there's a very big shortage of labor today to build the shells of these data centers. Then the third layer is the likes of capital goods, and there are serious supply bottlenecks there as well.And I could go on and on, but roughly that first $10 million, there's no bubble there. I'm very, very sure of that. Paul Walsh: And we conducted some extensive survey work recently as part of your analysis into the global data center market. You've sort of touched on a few of the gating factors that the industry has to contend with. That survey work was done on the operators and the supply chain, as it relates to data center build out. What were the key conclusions from that? Emmet Kelly: Well, the key conclusion was there is a shortage of power for these data centers, and… Paul Walsh: Which I think… Which is a sort of known-known, to some extent. Emmet Kelly: it is a known-known, but it's not just about the availability of power, it's the availability of green power. And it's also the price of power is a very big factor as well because energy is roughly 40 to 45 percent of the operating cost of running a data center. So, it's very, very important. And of course, that's another area where Europe doesn't screen very well.I was looking at statistics just last week on the countries that have got the highest power prices in the world. And unsurprisingly, it came out as UK, Ireland, Germany, and that's three of our big five data center markets. But when I looked at our data center stats at the beginning of the year, to put a bit of context into where we are…Paul Walsh: In Europe… Emmet Kelly: In Europe versus the rest. So, at the end of [20]24, the U.S. data center market had 35 gigawatts of data center capacity. But that grew last year at a clip of 30 percent. China had a data center bank of roughly 22 gigawatts, but that had grown at a rate of just 10 percent. And that was because of the chip issue. And then Europe has capacity, or had capacity at the end of last year, roughly 7 to 8 gigawatts, and that had grown at a rate of 10 percent. Now, the reason for that is because the three big data center markets in Europe are called FLAP-D. So, it's Frankfurt, London, Amsterdam, Paris, and Dublin. We had to put an acronym on it. So, Flap-D. Good news. I'm sitting with the tech guys. They've got even more acronyms than I do, in their sector, so well done them. Lee Simpson: Nothing beats FLAP-D. Paul Walsh: Yes. Emmet Kelly: It's quite an achievement. But what is interesting is three of the big five markets in Europe are constrained. So, Frankfurt, post the Ukraine conflict. Ireland, because in Ireland, an incredible statistic is data centers are using 25 percent of the Irish power grid. Compared to a global average of 3 percent.Now I'm from Dublin, and data centers are running into conflict with industry, with housing estates. Data centers are using 45 percent of the Dublin grid, 45. So, there's a moratorium in building data centers there. And then Amsterdam has the classic semi moratorium space because it's a small country with a very high population. So, three of our five markets are constrained in Europe. What is interesting is it started with the former Prime Minister Rishi Sunak. The UK has made great strides at attracting data center money and AI capital into the UK and the current Prime Minister continues to do that. So, the UK has definitely gone; moved from the middle lane into the fast lane. And then Macron in France. He hosted an AI summit back in February and he attracted over a 100 billion euros of AI and data center commitments. Paul Walsh: And I think if we added up, as per the research that we published a few months ago, Europe's announced over 350 billion euros, in proposed investments around AI. Emmet Kelly: Yeah, absolutely. It's a good stat. Now where people can get a little bit cynical is they can say a couple of things. Firstly, it's now over a year since the Mario Draghi report came out. And what's changed since? Absolutely nothing, unfortunately. And secondly, when I look at powering AI, I like to compare Europe to what's happening in the United States. I mean, the U.S. is giving access to nuclear power to AI. It started with the three Mile Island… Paul Walsh: Yeah. The nuclear renaissance is… Emmet Kelly: Nuclear Renaissance is absolutely huge. Now, what's underappreciated is actually Europe has got a massive nuclear power bank. It's right up there. But unfortunately, we're decommissioning some of our nuclear power around Europe, so we're going the wrong way from that perspective. Whereas President Trump is opening up the nuclear power to AI tech companies and data centers. Then over in the States we also have gas and turbines. That's a very, very big growth area and we're not quite on top of that here in Europe. So, looking at this year, I have a feeling that the Americans will probably increase their data center capacity somewhere between – it's incredible – somewhere between 35 and 50 percent. And I think in Europe we're probably looking at something like 10 percent again. Paul Walsh: Okay. Understood. Emmet Kelly: So, we're growing in Europe, but we're way, way behind as a starting point. And it feels like the others are pulling away. The other big change I'd highlight is the Chinese are really going to accelerate their data center growth this year as well. They've got their act together and you'll see them heading probably towards 30 gigs of capacity by the end of next year. Paul Walsh: Alright, we're out of time. The TMT Edge is alive and kicking in Europe. I want to thank Emmett, Lee and Adam for their time and I just want to wish everybody a great day today. Thank you.(Applause) That was my conversation with Adam, Emmett and Lee. Many thanks again to them. Many thanks again to them for telling us about the latest in their areas of research and to the live audience for hearing us out. And a thanks to you as well for listening. Let us know what you think about this and other episodes by living us a review wherever you get your podcasts. And if you enjoy listening to Thoughts on the Market, please tell a friend or colleague about the podcast today.

Live from Morgan Stanley's European Tech, Media and Telecom conference in Barcelona, our roundtable of analysts discuss artificial intelligence in Europe, and how the region could enable the Agentic AI wave.Read more insights from Morgan Stanley.----- Transcript -----Paul Walsh: Welcome to Thoughts on the Market. I'm Paul Walsh, Morgan Stanley's European head of research product. We are bringing you a special episode today live from Morgan Stanley's, 25th European TMT Conference, currently underway. The central theme we're focused on: Can Europe keep up from a technology development perspective?It's Wednesday, November the 12th at 8:00 AM in Barcelona. Earlier this morning I was live on stage with my colleagues, Adam Wood, Head of European Technology and Payments, Emmet Kelly, Head of European Telco and Data Centers, and Lee Simpson, Head of European Technology Hardware. The larger context of our conversation was tech diffusion, one of our four key themes that we've identified at Morgan Stanley Research for 2025. For the panel, we wanted to focus further on agentic AI in Europe, AI disruption as well as adoption, and data centers. We started off with my question to Adam. I asked him to frame our conversation around how Europe is enabling the Agentic AI wave. Adam Wood: I mean, I think obviously the debate around GenAI, and particularly enterprise software, my space has changed quite a lot over the last three to four months. Maybe it's good if we do go back a little bit to the period before that – when everything was more positive in the world. And I think it is important to think about, you know, why we were excited, before we started to debate the outcomes. And the reason we were excited was we've obviously done a lot of work with enterprise software to automate business processes. That's what; that's ultimately what software is about. It's about automating and standardizing business processes. They can be done more efficiently and more repeatably. We'd done work in the past on RPA vendors who tried to take the automation further. And we were getting numbers that, you know, 30 – 40 percent of enterprise processes have been automated in this way. But I think the feeling was it was still the minority. And the reason for that was it was quite difficult with traditional coding techniques to go a lot further. You know, if you take the call center as a classic example, it's very difficult to code what every response is going to be to human interaction with a call center worker. It's practically impossible. And so, you know, what we did for a long time was more – where we got into those situations where it was difficult to code every outcome, we'd leave it with labor. And we'd do the labor arbitrage often, where we'd move from onshore workers to offshore workers, but we'd still leave it as a relatively manual process with human intervention in it. I think the really exciting thing about GenAI is it completely transforms that equation because if the computers can understand natural human language, again to our call center example, we can train the models on every call center interaction. And then first of all, we can help the call center worker predict what the responses are going to be to incoming queries. And then maybe over time we can even automate that role. I think it goes a lot further than, you know, call center workers. We can go into finance where a lot of work is still either manual data re-entry or a remediation of errors. And again, we can automate a lot more of those tasks. That's obviously where, where SAP's involved. But basically what I'm trying to say is if we expand massively the capabilities of what software can automate, surely that has to be good for the software sector that has to expand the addressable markets of what software companies are going to be able to do. Now we can have a secondary debate around: Is it going to be the incumbents, is it going to be corporates that do more themselves? Is it going to be new entrants that that benefit from this? But I think it's very hard to argue that if you expand dramatically the capabilities of what software can do, you don't get a benefit from that in the sector. Now we're a little bit more consumer today in terms of spending, and the enterprises are lagging a little bit. But I think for us, that's just a question of timing. And we think we'll see that come through.I'll leave it there. But I think there's lots of opportunities in software. We're probably yet to see them come through in numbers, but that shouldn't mean we get, you know, kind of, we don't think they're going to happen. Paul Walsh: Yeah. We're going to talk separately about AI disruption as we go through this morning's discussion. But what's the pushback you get, Adam, to this notion of, you know, the addressable market expanding? Adam Wood: It's one of a number of things. It's that… And we get onto the kind of the multiple bear cases that come up on enterprise software. It would be some combination of, well, if coding becomes dramatically cheaper and we can set up, you know, user interfaces on the fly in the morning, that can query data sets; and we can access those data sets almost in an automated way. Well, maybe companies just do this themselves and we move from a world where we've been outsourcing software to third party software vendors; we do more of it in-house. That would be one. The other one would be the barriers to entry of software have just come down dramatically. It's so much easier to write the code, to build a software company and to get out into the market. That it's going to be new entrants that challenge the incumbents. And that will just bring price pressure on the whole market and bring… So, although what we automate gets bigger, the price we charge to do it comes down. The third one would be the seat-based pricing issue that a lot of software vendors to date have expressed the value they deliver to customers through. How many seats of the software you have in house. Well, if we take out 10 – 20 percent of your HR department because we make them 10, 20, 30 percent more efficient. Does that mean we pay the software vendor 10, 20, 30 percent less? And so again, we're delivering more value, we're automating more and making companies more efficient. But the value doesn't accrue to the software vendors. It's some combination of those themes I think that people would worry about. Paul Walsh: And Lee, let's bring you into the conversation here as well, because around this theme of enabling the agentic AI way, we sort of identified three main enabler sectors. Obviously, Adam's with the software side. Cap goods being the other one that we mentioned in the work that we've done. But obviously semis is also an important piece of this puzzle. Walk us through your thoughts, please. Lee Simpson: Sure. I think from a sort of a hardware perspective, and really we're talking about semiconductors here and possibly even just the equipment guys, specifically – when seeing things through a European lens. It's been a bonanza. We've seen quite a big build out obviously for GPUs. We've seen incredible new server architectures going into the cloud. And now we're at the point where we're changing things a little bit. Does the power architecture need to be changed? Does the nature of the compute need to change? And with that, the development and the supply needs to move with that as well. So, we're now seeing the mantle being picked up by the AI guys at the very leading edge of logic. So, someone has to put the equipment in the ground, and the equipment guys are being leaned into. And you're starting to see that change in the order book now. Now, I labor this point largely because, you know, we'd been seen as laggards frankly in the last couple of years. It'd been a U.S. story, a GPU heavy story. But I think for us now we're starting to see a flipping of that and it's like, hold on, these are beneficiaries. And I really think it's 'cause that bow wave has changed in logic. Paul Walsh: And Lee, you talked there in your opening remarks about the extent to which obviously the focus has been predominantly on the U.S. ways to play, which is totally understandable for global investors. And obviously this has been an extraordinary year of ups and downs as it relates to the tech space. What's your sense in terms of what you are getting back from clients? Is the focus shifts may be from some of those U.S. ways to play to Europe? Are you sensing that shift taking place? How are clients interacting with you as it relates to the focus between the opportunities in the U.S. and Asia, frankly, versus Europe? Lee Simpson: Yeah. I mean, Europe's coming more into debate. It's more; people are willing to talk to some of the players. We've got other players in the analog space playing into that as well. But I think for me, if we take a step back and keep this at the global level, there's a huge debate now around what is the size of build out that we need for AI? What is the nature of the compute? What is the power pool? What is the power budgets going to look like in data centers? And Emmet will talk to that as well. So, all of that… Some of that argument's coming now and centering on Europe. How do they play into this? But for me, most of what we're finding people debate about – is a 20-25 gigawatt year feasible for [20]27? Is a 30-35 gigawatt for [20]28 feasible? And so, I think that's the debate line at this point – not so much as Europe in the debate. It's more what is that global pool going to look like? Paul Walsh: Yeah. This whole infrastructure rollout's got significant implications for your coverage universe… Lee Simpson: It does. Yeah. Paul Walsh: Emmet, it may be a bit tangential for the telco space, but was there anything you wanted to add there as it relates to this sort of agentic wave piece from a telco's perspective? Emmet Kelly: Yeah, there's a consensus view out there that telcos are not really that tuned into the AI wave at the moment – just from a stock market perspective. I think it's fair to say some telcos have been a source of funds for AI and we've seen that in a stock market context, especially in the U.S. telco space, versus U.S. tech over the last three to six months, has been a source of funds. So, there are a lot of question marks about the telco exposure to AI. And I think the telcos have kind of struggled to put their case forward about how they can benefit from AI. They talked 18 months ago about using chatbots. They talked about smart networks, et cetera, but they haven't really advanced their case since then. And we don't see telcos involved much in the data center space. And that's understandable because investing in data centers, as we've written, is extremely expensive. So, if I rewind the clock two years ago, a good size data center was 1 megawatt in size. And a year ago, that number was somewhere about 50 to 100 megawatts in size. And today a big data center is a gigawatt. Now if you want to roll out a 100 megawatt data center, which is a decent sized data center, but it's not huge – that will cost roughly 3 billion euros to roll out. So, telcos, they've yet to really prove that they've got much positive exposure to AI. Paul Walsh: That was an edited excerpt from my conversation with Adam, Emmet and Lee. Many thanks to them for taking the time out for that discussion and the live audience for hearing us out.We will have a concluding episode tomorrow where we dig into tech disruption and data center investments. So please do come back for that very topical conversation. As always, thanks for listening. Let us know what you think about this and other episodes by leaving us a review wherever you get your podcasts. And if you enjoy Thoughts on the Market, please tell a friend or colleague to tune in today.

Lee Simpson is the founder of King Harvest Wellness and kingharvest.org - A critical illness medical cannabis oil provider that focuses on no obligation patient consultation and education. King Harvest makes - flower only - 3rd party lab tested medicines for critical illness and disease eradication. Full Extract Cannabis Oil (FECO) - Rick Simpson Oil (RSO) in critical illness has allowed for organizations to take a Christ centered approach by providing sun grown medical cannabis oils “as they were created” and naturally intended by the Lord himself. We focus on getting people “better” instead of getting people “high” - We have a Christ centered conservative and responsible approach designed to eliminate the underlying cause of the disease itself and allows for direct ministry with patients at critical times. 

Today's guest is an amazing person to watch and get to know.  And his name is Dan O'Connor. Dan has been performing and teaching improvisation all over the world since 1986. He has developed engaging methods of narrative improvisation to create visceral unscripted theatre experiences.  He is one of the co-founders of BATS Improv in San Francisco and LA Theatresports, and he is also the founder of the critically acclaimed Impro Theatre in Los Angeles.  Dan has had the opportunity to train and work with some amazing talent including Keith Johnstone, Phelim McDermott, Lee Simpson, and Wayne Brady. He has performed with The Groundlings, Second City, and many other theatre companies around the world.  Dan has co-authored two books, which both talk about using improvisation to lead a happier and more connected life.  Learn more about this fantastic guy by visiting his website, danoconnor.net.  And be sure to check out his two books “Life UnScripted-Using Improv Principles to Get Unstuck, Boost Confidence, and Transform Your Life” and “Ensemble! Using the Power of Improv To Forge Connections in a Lonely World”, available on Amazon and wherever books are sold. And as always, don't forget to rate and review!

Sue Carpenter is a writer based in Auckland, New Zealand. Sue writes within a number of different genres, including YA, junior fiction, children's fiction and she also dabbles in poetry. Sue has received a number of awards. These include: first place in the IWW Short Story competition in Sci-fi/fantasy with her story ‘Blood Protectors'; highly commended in kidslit with her story 'Lavendar Hill'; and 2nd in long fiction under her thriller penname Lee Simpson's 'Switches'. In 2023 she was a runner up in XYZ children's poetry, and in 2022 she was runner up in the National Poetry Day, Poetry at the beach and New Leaf Christmas competition. Outside of her writing life, Sue enjoys spending time at the beach, with her toes in the sand and her thoughts in the clouds.

The automotive industry's steady transition to “software-defined vehicles” could offer new entrants advantages against established incumbents.----- Transcript -----Lee Simpson: Welcome to Thoughts on the Market. I'm Lee Simpson, Head of Morgan Stanley's European Technology Hardware Team. Shaqeal Kirunda: And I'm Shaqeal Kirunda, from Morgan Stanley's European Autos Team. Lee Simpson: On this special episode of the podcast, we will discuss the evolution of autos in the direction of software defined vehicles. It's Thursday, 19th October at 10 a.m. in London. Lee Simpson: Cars are in the process of transforming from electromechanical terminals to intelligent mobile devices, and we think the emergence of software defined vehicles or SDVs, is a sign we're approaching the car smartphone moment. The migration to SDVs is part of a broader transformation in autos that could even redefine the economics of the car itself. The implications for this are deep and far reaching. So Shaqeal, what is an SDV and how is it different from most cars on the road today? Shaqeal Kirunda: Thanks Lee, so most people are aware of one of the global megatrends in autos to transition to electric vehicles, was less well understood as a transition to the software defined vehicle. An SDV can be defined as any vehicle that manages its operations or adds new functionality, mainly through software. What that actually means to the consumer is a car that features an operating system which is upgradable over the air, not just for apps and infotainment of a whole software upgrades, safety improvements and new functions such as autonomous driving. So for a future SDV, the functions will be defined by the software and not the hardware. This dynamic mirrors how we use apps and software in phones today. Lee, how does this change the whole architecture of the car? Lee Simpson: Yeah, I think computing needs to change. We've seen that in other devices before and here for the car, it's transitioning really from this distributed area of lots of independent microcontrollers or simple chips in the car,ix notes towards something a little more orchestrated or a centralized compute is perhaps the best way to think of this. Now, there will not be a set path. Different OEMs and different platforms will be built along different lines, a logical path, a physical rewiring path. Some will move through domain clusters, others will move to zonal compute. But in the end, the journey will be the same. We'll move to this sort of server on wheels type of architecture, at least from the point of view of compute. And along the way will introduce new players to the automotive space, those larger chip makers who are champions in the systems on CHIP or SOC environment today. And perhaps for them they'll be attracted to this perhaps large silicon TAM that we'll see in the car. We think perhaps $15 billion of extra semiconductor building materials by the end of the decade. So with that in mind, in essence, we think the evolution towards SDVs involves a decoupling of the hardware and software in a vehicle. So, Shaqeal, where are we in this complicated process right now? And what are some of the paths to the future? Shaqeal Kirunda: Interesting question. We're certainly seeing different rates of progress. The key distinction here is between legacy players and new market entrants. New market entrants have embraced the transition to both EVs and SDVs. Through this they can offer over the air upgrades and safety features as well as new functions, creating new software based revenue streams. Legacy manufacturers have taken note of the major transition they're facing, but as incumbents have taken slightly longer to put this into action. Whereas the new market entrants started from scratch, the incumbents are redesigning manufacturing processes they've been executing on for years. They are making progress however, the first newly designed software defined vehicles are scheduled to be released between 2024 and 2026. But if we take a step back for a moment, pandemic caused a major disruption to the semiconductor supply chains that are so central to the auto industry. How will the migrations to SDVs change the use of and reliance on auto related semiconductors? Lee Simpson: Well, I think from a reliance perspective, we've already seen that in cars. There's quite a considerable reliance on those microcontrollers we've mentioned already. But if anything, this will increase. And I think you'll see that a lot of the main consideration of how a car works running through this myriad of new semiconductor chips. I think the key consideration here, however, is this is a safety critical environment and this is not something that compute is normally structured for. If you take, for instance, the cloud or even your mobile phone, the consideration here is far different. Sometimes it's about performance as in the cloud. Sometimes it's about low power or power efficiency as in your smartphone. Here the paramount feature is safety criticality. And so I think silicon here will need to have real time compute. So zero latency in its and its ability to deliver a decision maker to the decision to the driver and will also have to be secure. So I have to ensure that no new threat surface is introduced to the safety critical vehicle. So with that all in mind, what are some of the benefits of SDVs for both the auto industry and the consumer? Shaqeal Kirunda: Thanks Lee, the benefits for the auto industry are clear. Legacy OEMs face competitive threats from new entrants focused on SDVs. If legacy players don't transition towards SDVs on time, they will continue to lose global and local market share. Of course, the opportunity for OEMs is that the new software features could come with new software margins. Potential benefits for customers centered more towards new features and residual value. New features could be anything from safety improvements based on driver data to completely new apps from third party developers, downloaded straight to the car. Also with much better software comes much better data collection. This opens the door to predictive maintenance and improved reliability, which reduces repair costs and supports residual values. The question with all these benefits is whether customers will really value them. It will take a change in consumer behavior to shift from buying a car with all functions upfront to buying new functions later down the road. So clearly there are also a number of challenges on the road to adoption. Lee, what are some of the hurdles and downside risks of right now and looking towards the future? Lee Simpson: Well, I think the key thing here is software testing. This is something that, again, really leans on that safety, criticality environment of the vehicle. So before you can introduce software into a car, probably needs to be certified as safe for this environment. Now, that's a non-trivial task to overcome. Creating a certification process needs a Cross-Industry agreement and needs someone to drive this through, and probably someone also to drive some standards that will impact in the hardware space equally as well. This will all have to be done with commercial considerations as well, so you'll have to ensure that this is consistently delivered so that the user experiences is the same car after car. This will ensure that the OEMs can deliver on their specs and the SDVs themself will start to grow as a possible value proposition for them. So finally, Shaqeal, what are some of the key milestones that investors should watch for in the migration to SDVs? Shaqeal Kirunda: Absolutely. Over the next few years, we'll start to see legacy players release their own version of newly updated, fully software defined vehicles. We're still at the early stages and it may take some time, but I expect we'll see further partnerships with start up automotive software players as legacy manufacturers recognize they are the best app developers. OEMs may also open their app stores to third party developers and invite them to create new applications for consumers. We've seen this with everything from smartphones to blockchain, and this could also be important for SDVs. Now, once things really take off, OEMs are sharing data and software based revenues. The key focus here will be the split between embedded and standalone revenues, i.e. those software features sold at the point of sale versus those sold during the life of the car. Lee Simpson: Thank you, Shaqeal. Thanks for taking the time to talk to me today. Shaqeal Kirunda: Great speaking with you Lee. Lee Simpson: And thanks for listening, everyone. If you enjoy Thoughts on the Market, please leave us a review on Apple Podcasts and share the podcast with a friend or colleague today.

Join Berkshire Football Stories host Rob Davies as he charts the Royal County's footballing waters with Tom Canning and Abi Ticehurst. This week the team discusses Berks County topping the Combined Counties League Division One table with Lee Simpson and Ellis Woods, as well as casting an eye over Windsor's revival with Joshua Browne of the Maidenhead Advertiser. In part two we look at Georgia Graham stepping down at Caversham United and Woodley United reaching a cup final, plus.. is it disaster for Reading FC Women? You can listen to this episode and our entire archive on your favourite podcast app here: https://footballinberkshire.co.uk/how-to-listen-to-the-berkshire-football-stories-podcast/ If you enjoyed this video please subscribe to the Football in Berkshire YouTube channel: https://www.youtube.com/@footballinberkshire?sub_confirmation=1 You can also find us at www.footballinberkshire.co.uk Twitter: https://twitter.com/fiberkshire Facebook: https://www.facebook.com/footballinberkshire Instagram: https://www.instagram.com/fiberkshire/ KEY MOMENTS 0:00 Intro #podcast #nonleague #berkshire #favase

Please welcome to The Clearing - to talk about Improbable's "The Gathering" (amongst other things) Matilda Leyser from Improbable Theatre.A Special Episode of "The Good Listening To" where Improbable's "The Gathering" meets The Good Listening To's "The Clearing"!Matilda is Associate Director of the world renowned and much admired Improbable Theatre.She is a Theatre Maker and Director also of "Mothers Who Make" - which is all about "making work - even in the midsts of mothering..."Matilda was a Circus Arialist for 10 years before coming down to Earth (with an elaborate flourish I'll wager) to become Associate Director of Improbable.Her adventure continues in the Quest - alongside her two Co-Directors Phelim McDermott & Lee Simpson -  to find a new Spiritual home and Creative & Artistic Hub for Improbable - in a journey called "The Gathering"."The Good Listening To: Your Life & Times With Me Chris Grimes!" The adventure continues!Marvellous!“The Good Listening To: Your Life & Times With Me Chris Grimes!” is the Show & Podcast series that features “The Clearing”:Where all good Questions come to be asked - and all good Stories come to be told…With some lovely juicy Storytelling metaphors to also enjoy along the way:The Clearing itself - a Tree - a lovely juicy Storytelling exercise called “5-4-3-2-1” - some Alchemy - some Gold - a cheeky bit of Shakespeare - and a CAKE!So it's all to play for! Hurrah!(…and indeed Huzzah!)Enjoy!

Mark Ravenhill is one of our greatest living theatre makers. I claim this in part because of the length of his writing career, 25 years+ and still going strong, and in part because of the variety of form and type of work. His work has extended into directing and performing Mark will be co-artistic director (with Hannah Price) of the Kings Head theatre where he is outlining plans to portray stories that would fly under the rainbow flag (an allusion to multitude types of queer stories out there). Podcast notes: Mark articulates why representation now for all kinds of stories that would fly under the rainbow flag is important and sketches out his vision as co-artistic director. We discuss the differences between German and British theatre cultures. The surprising lack of influence from visual art on British theatre (compared to eg German theatre or many other kinds of theatre). The satisfaction of bringing a popular story, like David Walliams Boy in the Dress to a wider (out of London) audience. We chat about how representative (or not) theatre is touching on working class and outside of London audiences, if right wing playwrights are missing considering the British people keep returning right leaning governments; and how, of course, the landscape of public views and opinion is much more complicated than that. The importance of listening in a world where many people are defending their right to speak (and many of those defenders having never been without that right to speak) - making space to listen to other voices. Mark's curiosity and love of life-long learning and what ballet has taught him. The differences and similarities in how he approached his recent biographical work about his mother, father and himself. We play over-rated/under-rated and Mark rates: -Automatic writing -Speaking in verse all day -Dressing up or outside in techniques -Chekhov and non-English theatre -Theatre Games (Only one of these is overrated). We discuss the importance of Keith Johnston's book Improv (note my podcast with Lee Simpson also discuss Keith's work) and how Mark has used the exercises in the book. I ask Mark, what question theatre should be asking today. Mark finishes with advice to creatives on not being swayed too much by others (well-intentioned or not) advice. Transcript and video available here. Follow Mark on Twitter @markravenhill2 Follow Ben on Twitter @benyeohben

Today's guest is Julie Lee Simpson! She is an Oprah Show producer turned Nashville realtor who is learning about the social media landscape for the first time in a new career. At Unverified we believe the best digital strategies are based in storytelling, so we had to hear Julie Lee's -- she talks about growing up rearranging furniture, what it was like producing home makeover episodes with Nate Berkus on The Oprah Show, and beginning her career as a Nashville realtor. And then of course, we get into her social media! Her digital goals now are all about making social media second nature, fun and beneficial -- even though she still has a strong affinity for her electric typewriter.  If you'd like to support the show (yay!) please help us get the word out by sharing a screenshot of this episode on your socials and tag @UnverifiedPod. And don't forget to subscribe, rate & review too!   LINKS FROM EPISODE: More with Julie Lee Simpson: https://www.julieleesimpson.com/ & https://www.instagram.com/julieleesimpson/ Unverified on Instagram: https://www.instagram.com/unverifiedpod/ Be an Unverified guest: https://www.unverifiedpod.com/beontheshow Show notes and extras: https://www.unverifiedpod.com/   THIS EPISODE IS SUPPORTED BY: Doodle Different, a little book of places to start! With unique drawing prompts and hashtags on each page, Doodle Different is the place where offline creativity meets online community. It's a celebration of imagination! Get your book or digital download at https://www.doodledifferent.com/ and use the code UNVERIFIED for 15% off your first order! Happy doodling! THIS EPISODE IS SUPPORTED BY: The Russell Hotel, a historic church transformed into a one of a kind boutique hotel in Nashville, TN. Visit https://www.russellnashville.com/ to book your experience today. EXTRAS FOR UNVERIFIED FRIENDS: Moo Printing: 25% off your first order of custom notebooks, greeting cards, stationary, and more! Click HERE Sticker Mule: $10 credit for custom stickers, magnets, buttons, and more! Click HERE

Short introduction to Ben Yeoh Chats. If you are curious about the world this show is for you. I have extended conversations across humanities and science with artists, philosophers, writers, theatre makers, activists, economists and all walks of life. Episodes include: -What is like to go to Columbia University at 15 and be valedictorian with Leopold Aschenbrenner? -What should worry us about gamification with philosopher Thi Nguyen ? -What sparks invention with innovation historian, Anton Howes ? -What do story telling and improvisation tell us about being human with Lee Simpson. -I've learned a tremendous amount doing these shows and hope you enjoy and learn too. Enjoy.

Lee Simpson is a founder member of Improbable (theatre makers and improvisers), a long time Comedy Store Player (since the 1980s) and one of Paul Merton's Impro Chums. He's also been a croupier, cinema projectionist and breakfast show DJ. He's written plays, appeared in sit-coms and in some films, been on some Radio 4 panel shows and once did a very poor poodle act at the London Palladium. That vast range highlights two strong threads one in the world of improv and another in the world of theatre making. Transcript available here and video version available here. -I speak to Lee on his roots in theatre and improv and the importance of Keith Johnstone's work. -Lee outlines his thoughts on on his drama school experience, two schools of improv (US and UK) andhow improv and theatre misunderstand one another. -We discuss the infrastructure (or lack of) behind improv and theatre and techniques on listening to the audience and feedback loops in performing. -We sketch out ideas on structure and story form, on being human and Lee explains status structure as a technique. -We chat about how humans understand the world and how we view our lives as story that changes through time. -Lee reflects on being part of a comedy group for a long time and shares a stroy on Mo Mowlam. -We talk on how to “build back better” in the arts and what Open Space is and techniques for listening and genuine connections to art. -We end with advice Lee has for young people. Contents: 01:17 Lee on his roots in theat re and improv and Keith Johnstone. 04:07 Lee on his drama school experience and two schools of improv 09:43 How improv and theatre misunderstand one another. 13:32 Lee on the infrastructure (or lack of) behind improv and theatre. On listening to the audience and feedback loops in performing. 21:27 Lee on current UK Improv organisations 26:56 Money no issue… what the work of Improbable would do 29:01 Ben on language of improv and comedy, repetition and twist 32:29 Lee on structure and story form, on being human. Explains status structure. 36:44 Lee on how humans understand the world. Viewing our lives as story that changes through time. 42:47 On being part of a comedy group for a long time. 43:00 On Mo Mowlam being involved with the comedy store players 47:37 Mo Mowlam's final months and concerns on anti-democracy 53:33 Lee on “Build Back Better” 57:46 Lee on Open Space, techniques for listening and genuine connections to art 1:05:07 Improv teaching you to listen to yourself 1:07:46 More on OpenSpace 1:15:34 Advice for young people, Ben channeling phantom Lee 1:17:15 Lee's advice: step outside your path a little.

Lee Simpson talks about his time following the Cumbrians and England, the bond he has with his Dad and his friends, including being caught up in the infamous Marseille attacks and Wembley wins and defeats.

We get deep into the Duke and Duchess of Sussex's sit-down interview with Her Royal Highness, Oprah Winfrey, Queen of Television. From bombshell revelations of conversations about baby Archie's skin colour, to Meghan's mental health and Harry's awakening to the reality of racism BW + BL cover it all, plus the aftermath that saw Piers Morgan walk off breakfast television  — potentially forever  — having chosen his hill to die on: disbelieving Meghan, in particular, her mental health crisis. If you love good food, but you're also lazy, the new ABC web series Gourmet Lazy is for you. Hear from Brendan Wan, creator and director of Gourmet Lazy, as well as mother-son presenters, Dane and Lee Simpson, who shared their recipe for fried scones.Finally, does BW + BL's mutual love of Coming to America transfer to the sequel? And Alan S. Kim's acceptance speech gives us feelings.  Show notes:Oprah wins at interviewing: https://www.theguardian.com/tv-and-radio/2021/mar/08/oprah-winfrey-meghan-harry-interview?CMP=Share_iOSApp_OtherMeghan Markle files official complaint against Piers Morgan: https://www.abc.net.au/news/2021-03-11/meghan-markle-files-complaint-with-itv-over-piers-morgan/13237014It's gourmet and it's lazy: https://www.abc.net.au/news/2021-02-17/australians-share-gourmet-lazy-meals-recipe-culture/13156508Critics Choice awards- Alan S. Kim's acceptance speech: https://twitter.com/MinariMovie/status/1368755631818211331

We get deep into the Duke and Duchess of Sussex’s sit-down interview with Her Royal Highness, Oprah Winfrey, Queen of Television. From bombshell revelations of conversations about baby Archie’s skin colour, to Meghan’s mental health and Harry’s awakening to the reality of racism BW + BL cover it all, plus the aftermath that saw Piers Morgan walk off breakfast television  — potentially forever  — having chosen his hill to die on: disbelieving Meghan, in particular, her mental health crisis.  If you love good food, but you’re also lazy, the new ABC web series Gourmet Lazy is for you. Hear from Brendan Wan, creator and director of Gourmet Lazy, as well as mother-son presenters, Dane and Lee Simpson, who shared their recipe for fried scones. Finally, does BW + BL’s mutual love of Coming to America transfer to the sequel? And Alan S. Kim’s acceptance speech gives us feelings.   Show notes: Oprah wins at interviewing: https://www.theguardian.com/tv-and-radio/2021/mar/08/oprah-winfrey-meghan-harry-interview?CMP=Share_iOSApp_Other Meghan Markle files official complaint against Piers Morgan: https://www.abc.net.au/news/2021-03-11/meghan-markle-files-complaint-with-itv-over-piers-morgan/13237014 It's gourmet and it's lazy: https://www.abc.net.au/news/2021-02-17/australians-share-gourmet-lazy-meals-recipe-culture/13156508 Critics Choice awards- Alan S. Kim's acceptance speech: https://twitter.com/MinariMovie/status/1368755631818211331

We get deep into the Duke and Duchess of Sussex’s sit-down interview with Her Royal Highness, Oprah Winfrey, Queen of Television. From bombshell revelations of conversations about baby Archie’s skin colour, to Meghan’s mental health and Harry’s awakening to the reality of racism BW + BL cover it all, plus the aftermath that saw Piers Morgan walk off breakfast television  — potentially forever  — having chosen his hill to die on: disbelieving Meghan, in particular, her mental health crisis.  If you love good food, but you’re also lazy, the new ABC web series Gourmet Lazy is for you. Hear from Brendan Wan, creator and director of Gourmet Lazy, as well as mother-son presenters, Dane and Lee Simpson, who shared their recipe for fried scones. Finally, does BW + BL’s mutual love of Coming to America transfer to the sequel? And Alan S. Kim’s acceptance speech gives us feelings.   Show notes: Oprah wins at interviewing: https://www.theguardian.com/tv-and-radio/2021/mar/08/oprah-winfrey-meghan-harry-interview?CMP=Share_iOSApp_Other Meghan Markle files official complaint against Piers Morgan: https://www.abc.net.au/news/2021-03-11/meghan-markle-files-complaint-with-itv-over-piers-morgan/13237014 It's gourmet and it's lazy: https://www.abc.net.au/news/2021-02-17/australians-share-gourmet-lazy-meals-recipe-culture/13156508 Critics Choice awards- Alan S. Kim's acceptance speech: https://twitter.com/MinariMovie/status/1368755631818211331

We get deep into the Duke and Duchess of Sussex’s sit-down interview with Her Royal Highness, Oprah Winfrey, Queen of Television. From bombshell revelations of conversations about baby Archie’s skin colour, to Meghan’s mental health and Harry’s awakening to the reality of racism BW + BL cover it all, plus the aftermath that saw Piers Morgan walk off breakfast television  — potentially forever  — having chosen his hill to die on: disbelieving Meghan, in particular, her mental health crisis.  If you love good food, but you’re also lazy, the new ABC web series Gourmet Lazy is for you. Hear from Brendan Wan, creator and director of Gourmet Lazy, as well as mother-son presenters, Dane and Lee Simpson, who shared their recipe for fried scones. Finally, does BW + BL’s mutual love of Coming to America transfer to the sequel? And Alan S. Kim’s acceptance speech gives us feelings.   Show notes: Oprah wins at interviewing: https://www.theguardian.com/tv-and-radio/2021/mar/08/oprah-winfrey-meghan-harry-interview?CMP=Share_iOSApp_Other Meghan Markle files official complaint against Piers Morgan: https://www.abc.net.au/news/2021-03-11/meghan-markle-files-complaint-with-itv-over-piers-morgan/13237014 It's gourmet and it's lazy: https://www.abc.net.au/news/2021-02-17/australians-share-gourmet-lazy-meals-recipe-culture/13156508 Critics Choice awards- Alan S. Kim's acceptance speech: https://twitter.com/MinariMovie/status/1368755631818211331

We get deep into the Duke and Duchess of Sussex’s sit-down interview with Her Royal Highness, Oprah Winfrey, Queen of Television. From bombshell revelations of conversations about baby Archie’s skin colour, to Meghan’s mental health and Harry’s awakening to the reality of racism BW + BL cover it all, plus the aftermath that saw Piers Morgan walk off breakfast television  — potentially forever  — having chosen his hill to die on: disbelieving Meghan, in particular, her mental health crisis.  If you love good food, but you’re also lazy, the new ABC web series Gourmet Lazy is for you. Hear from Brendan Wan, creator and director of Gourmet Lazy, as well as mother-son presenters, Dane and Lee Simpson, who shared their recipe for fried scones. Finally, does BW + BL’s mutual love of Coming to America transfer to the sequel? And Alan S. Kim’s acceptance speech gives us feelings.   Show notes: Oprah wins at interviewing: https://www.theguardian.com/tv-and-radio/2021/mar/08/oprah-winfrey-meghan-harry-interview?CMP=Share_iOSApp_Other Meghan Markle files official complaint against Piers Morgan: https://www.abc.net.au/news/2021-03-11/meghan-markle-files-complaint-with-itv-over-piers-morgan/13237014 It's gourmet and it's lazy: https://www.abc.net.au/news/2021-02-17/australians-share-gourmet-lazy-meals-recipe-culture/13156508 Critics Choice awards- Alan S. Kim's acceptance speech: https://twitter.com/MinariMovie/status/1368755631818211331

King Harvest and Cannabis Oil With Lee Simpson today on It's A Dogs Life with Angela Ardolino. Before discovering Cannabis Oil, Lee was near death. Standard medical practices weren’t able to help him with his seizure disorder, anxiety disorder, depression, and PTSD. It wasn’t until many years of suffering that he began a quest to seek alternatives in an attempt to save his own life. Doctors kept pumping him full of pills. This made everything worse. He also developed a dependency on many of the prescription pills that led to his downward spiral. Lee knew he needed to take matters into his own hands, get off of medications that were simply treating the symptoms on the surface, and find a safe and permanent alternative that could treat the underlying issue. Everything Lee read about his disorders and prescription drug damage led him to believe it would be years before he was back to normal. Through mountains of research and a lot of trial and error, he found Cannabis Oil. King Harvest is a group of compassionate-care counselors and naturopaths who work directly with doctors, patients, and support groups to help families gain reliable and safe access to healing cannabis remedies. King Harvest educates their members and their families with comprehensive alternative-therapy knowledge and dosing support with no obligations related to the medicines we provide. They seek to work in harmony with their members and acting physicians in order to achieve the best possible outcome on a case by case basis.

Episode 38 of our regular pub (but not in a pub) chats with people in and around the grassroots and non league game. This episode we speak to Berks County managers Lee Simpson and Ellis Woods about working together, building something at the Swords and going again. Visit our website at www.footballinberkshire.co.uk (http://www.footballinberkshire.co.uk/) Follow us on twitter @fiberkshire (https://twitter.com/fiberkshire) and Facebook here (https://www.facebook.com/footballinberkshire/) .

Volvo’s marketing boss Julie Hutchinson says Volvo got too reliant on performance media at Carsales, CarsAdvice and Carsguide and didn’t build Volvo’s brand appeal for buyer consideration in the the luxury auto segment. The new strategy is working. She joins Mindshare’s Joe Lunn and whiteGREY’s Lee Simpson on winning the 2019 Media Federation Grand Prix.  

Boy oh boy, have we got another humdinger to slip down your earholes! Ms. Penelope Cresswell has departed this mortal realm and we're the only people who will dare to tell you what went down.  Featuring Daniel Nils Roberts, Suki Webster, Lee Simpson and Alice Winn. Criminal Casebook is recorded live every month at Kings Place in London. Find our next recording at www.kingsplace.co.uk  www.criminalimprov.weebly.com Twitter Facebook Hosted by Ralph Jones and Joel Gatehouse

This episode's guest is Lee Simpson. Lee is an improviser, a Comedy Store Player, one of Paul Merton's Impro Chums and a founder of Improbable. He's also been a croupier, a cinema projectionist, a breakfast show DJ and has written many plays and appeared in many sitcoms and panel shows. He once did a very poor poodle act at the London Palladium and his real name is Len. Recorded backstage at The Comedy Store, London.Support the show (https://www.patreon.com/stevexoh)

The keynote talk for 'Collaboration in Theatre symposium' at the University of Oxford, 19 October 2018. Most of the directors presented in David Bradby and David Williams's seminal 1988 volume Directors' Theatre are also renowned as leaders of ensembles. This position has often been problematised in terms of authorship and the implied hierarchies. Simon Shepherd (2012) has noted that director figureheads in ensembles became increasingly unfashionable in the aftermath of poststructuralist anti-authoritarianism. At the turn of the 21st century ensemble directors have sought to emphasise the element of co-authorship in their work or a relativisation of their own authority. Mermikides and Smart (2010) have identified a contemporary prevalence of ensembles led by tandems. My own previous research has encountered reluctant ensemble leaders, directorless ensembles and leaders interested in facilitating self-determination of their groups (Radosavljevic 2013). Using notions of heterarchy and eco-leadership, this paper took the investigation forward in an attempt of defining a 21st century model of ensemble director. More specifically, the paper looked at the case study of Improbable Theatre's directorial tandem Phelim McDermott and Lee Simpson and their use of improvisation as a type of self-sustaining systemic leadership. The case study expands the theme of improvisation established in the original volume, and represents an addition to a revised anniversary edition of the book, edited by Peter Boenisch and David Williams (due in 2018). Dr Duska Radosavljevic is a Reader in Contemporary Theatre and Performance at the Royal Central School of Speech and Drama. She is the author of the award-winning Theatre-Making - Interplay Between Text and Performance in the 21st Century (2013) and editor of The Contemporary Ensemble (2013) and Theatre Criticism - Changing Landscapes (2016). The talk was introduced by Hannah Greenstreet (Jesus College) and Alexander Thomas (University College)

Phelim McDermott co-founded acclaimed theatre company Improbable in 1996. His directing credits including Shockheaded Peter with Julian Crouch and The Tiger Lillies, Philip Glass’s The Perfect American with ENO and Teatro Real in Madrid, The Addams Family on Broadway and, most recently, Jim Broadbent in A Christmas Carol on the West End. Phelim spoke to BTG editor David Chadderton about the origins of Improbable's show Animo that combines improvisation and puppetry, which was revived for the 2016 Latitude Festival led by co-artistic director Lee Simpson. He also looked back on 20 years of Improbable and talked about the importance of improvisation to all of his work, even when script-based, and the influence of the ideas of Keith Johnstone and Jeremy Whelan on his techniques.

We chat to Lee Simpson and Phelim McDermott from Improbable and the Comedy Store Players about his latest venture, teaching improv to elderly actors.

This is a background pack for Theatre of Blood by Lee Simpson and Phelm McDermott. Included in this pack is the rehearsal diary and practical exercises.