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This is turning into a full-blown TECH WAR 🔥 🇪🇺 EU Chief: "We don't care about Silicon Valley threats. Apple, Meta, Google — pay your fines or face a total blackout in Europe. European data stays in Europe." 🛡️ 🇺🇸 US Tech Giants: "You block us, you block modern...

80,585 görüntüleme • 1 ay önce •via X (Twitter)

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The CEO of ASML delivered the most diplomatically worded indictment of European tech policy you'll ever hear (Save this). His core argument is simple, sovereignty without innovation is a slogan. You cannot declare yourself independent from American and Chinese AI if you have nothing of your own to be independent with. The data makes his point for him because only 4 of the world's 50 largest tech companies are European. 73% of all foundational AI models developed since 2017 came from the US, 15% from China, and Europe basically has none. Europe's best AI researchers train at ETH Zurich, Oxford, and TU Munich then move to San Francisco. The regulation problem is what makes European founders the most furious. The EU has approximately 100 tech-focused laws and over 270 active digital regulators. The AI Act, GDPR, the Digital Services Act, and the Digital Markets Act each add compliance cost, slow deployment, and make Europe a structurally worse place to build a company at scale. ASML itself is actually the counterexample that proves the rule. Fouquet is on an active internal mission to strip out the bureaucratic weight that accumulated as the company tripled in size, returning engineers to doing engineering instead of sitting in meetings. ASML reinvests 30% of profit into R&D and operates on a 15-year technology roadmap with the discipline of a deep-tech startup. It is culturally more like a Silicon Valley company that happens to be located in Eindhoven and that is precisely why it is the only European tech company that the entire world cannot function without. Fouquet's conclusion is the most honest thing a major European executive has said Europe has ASML, a large consumer market, and not much else in the AI stack. Being a customer is not the same as being a builder, and in a world where the AI stack is controlled by whoever builds it, being a big buyer means being permanently dependent on the goodwill of whoever you're buying from.

Milk Road AI

16,194 görüntüleme • 2 ay önce

My opinion on the European Commission's proposal for an "EU Inc": We are getting the icing, without the cake. We asked for structural reform, for a genuine 28th regime. Draghi asked for a 28th regime. Letta asked for a 28th regime. The Council asked for a 28th regime. We got 27 new national forms instead. Each in their local ecosystem, local courts, and only partial harmonization, with *some* genuinely appreciated goodies. But I fear these goodies won't be consequential. Because this was always about building something that is better than Delaware. If we can't manage that Europe's best and brightest will continue founding outside of Europe, will move elsewhere, take capital from elsewhere and create jobs and growth elsewhere. Europe deserves better than this. And we frankly cannot allow unambition and political complexity to hold us back from building the Europe we need. If the EU and all 27 member states cannot deliver a true EU–INC, then we might need to build a coalition of genuinely ambitious European countries that are actually serious about fixing Europe. Why should a damn EU Court - that apparently is "too hard" to implement - keep us back from reaching global competitiveness and technological sovereignity in Europe? It shouldn't. European founders, investors and everyone who cares about Europe need to step up now and lobby their national governments and MEPs for a real EU–INC. Nobody else will do it for us. Clearly. Watch Lambertus Robben of EU Made Simple analyse the "EU Inc" proposal by the Commission below. This is spot on. We can do better. For Europe. 🇪🇺🫡

Marvin Baumann

43,593 görüntüleme • 5 ay önce