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Millions are visiting the European Alternatives site. What trends are we seeing?

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Re: Millions are visiting the European Alternatives site. What trends are we seeing?

#71

Post by jwarden »

mixedbit wrote: post #8

The incoming Q1 earning reports will show if these actions are mainstream enough to make a visible dent in companies quarterly earnings. For now, the already reported Tesla sales numbers in Europe are substantially down, but Tesla is the strongest target of the boycott. It will be interesting to see if consumer companies such as Coca Cola, Nike, Amazon also report a substantial drop in EU sales.

When politicians pick fights with leaders of other nations, the people don't have to go along with them.

Re: Millions are visiting the European Alternatives site. What trends are we seeing?

#72

Post by bad_user »

fedeb95 wrote: post #57
ETH_start wrote: post #9

This reminds me of Soviet ersatz products. Like the Soviet Union, the European Union operates at a scale where it can feasibly create a nearly full suite of goods/services in parallel to the market alternative.

the difference being that the EU is in the market. The US is easing its debt by boosting profits, but this will only work temporarily. Otherwise, the US will gradually slip out of the market. Of course no one has a crystal ball, or if someone has one it doesn't really predict the future... we'll see!

Mercantilism doesn't work, there's plenty of evidence that the current policies are really bad for the US and the global economy, there's no silver lining to them, not even the temporary "boosting profits", which won't happen.

If the future can't be predicted that's because one can't predict when Trump and his imbeciles will be stripped of power.

Re: Millions are visiting the European Alternatives site. What trends are we seeing?

#73

Post by apexalpha »

pjc50 wrote: post #54
apexalpha wrote: post #45

At my (enterprise) job there has been a noticable shift in attitude. We've just decided to use Mistral for OCR, even though everything we currently use is embedded in Azure / IntelDocs or something. Usually any push for EU products would be dismissed because of the initial friction compared to SV products. This seems to have shifted significantly all the way to the top. Everyone seems on board to just accept more fri…

Interesting to see this in B2B, which is normally unemotional about choice of supplier. But the business risk is now real, especially when you consider GDPR safe harbour.

I've seen this once before a few years ago with Huawei stuff.

Shouting to the Board of Directors at any company about security risks and geopol implications usually meant screaming into a void.

"But their HQ is here." "We have a solid security annex in the contract!" "Their sales person was here and he promised me." Classic lawyer C-suite talk.

But when the attitude started shifting billions were thrown around to move back to Ericsson.

C-suite people will constantly get these questions and start to feel like they 'have to' go European just like how they all thought we 'had to use Agile' and 'had to do something with blockchain'.

Few forces in economics are stronger than C-suite FOMO.

Re: Millions are visiting the European Alternatives site. What trends are we seeing?

#75

Post by pavlov »

I think Americans underestimate the double effect of Trump’s saber-rattling towards neighboring countries and his simultaneous full-throated support of Putin.

Europeans feel under threat from two directions now. His military threats against Greenland are an extremely serious matter.

Imagine if the USA had an ally who sold you much of your military equipment and maintained bases on your territory. One day that ally would suddenly start saying that they’re going to take over Puerto Rico, and also that they support China if they wanted to invade Hawaii “because quick peace in the Pacific is so important to everyone.”

That’s where EU finds itself now.

Re: Millions are visiting the European Alternatives site. What trends are we seeing?

#76

Post by jjani »

pjc50 wrote: post #64
jjani wrote: post #60

Earlier quoted context omitted.

Novo Nordisk, probably. But surely LVMH's revenue is very diversified globally? The Middle-East and Asia are big markets for them. On top of that they're luxury goods, their bought for their prestige. Barely anyone uses AWS for such reasons. Good luck convincing the wealthy in the US that some new US brand is a good replacement for their Louis Vuitton bags, Moët champagne and Bulgari watches. The US has lots of ultra…

> Good luck convincing the wealthy in the US that some new US brand is a good replacement for their Louis Vuitton bags, Moët champagne and Bulgari watches. Depends how far the culture war goes.

I said it even with that in mind :) MAGA makes up a smaller part of the wealthy than may often be assumed. That group doesn't play by such rules, and is very used to getting what they want.

Re: Millions are visiting the European Alternatives site. What trends are we seeing?

#77

Post by mixedbit »

buyucu wrote: post #41
mixedbit wrote: post #8

The incoming Q1 earning reports will show if these actions are mainstream enough to make a visible dent in companies quarterly earnings. For now, the already reported Tesla sales numbers in Europe are substantially down, but Tesla is the strongest target of the boycott. It will be interesting to see if consumer companies such as Coca Cola, Nike, Amazon also report a substantial drop in EU sales.

Q1 is waay too early for any of these things to manifest. it's easy not to buy a tesla. it's much harder to move your company from one supplier to another.

But for consumer products, like Nike shoes, it is easy not to buy and there are many alternatives.

Re: Millions are visiting the European Alternatives site. What trends are we seeing?

#78

Post by bantunes »

galfarragem wrote: post #55

[flagged]

I see this as an absolute win - EU tech businesses get bolstered, and we no longer depend on the country that apprehends tourists[1] or denies entry to scientists because their social media has unfavorable opinions about their great leader[2]. Call it whiny, I call it common sense.

[1] https://www.msn.com/en-us/news/us/british-tourist-detained-i...

[2] https://www.msn.com/en-us/news/world/scientist-banned-from-e...

Re: Millions are visiting the European Alternatives site. What trends are we seeing?

#79

Post by palata »

phtrivier wrote: post #49

The very interesting question will then be : how many people _do_ switch ? For the personnal tools, people have lots of leeway (change mail provider, search engine, ai chatbot, etc...) For the enterprise, I really wonder how you defend a "let's migrate our infra from AWS to X" in general, even for technological reason or business reason ; I don't even know how you start a conversation like "aws works fine for us, but…

> For the enterprise, I really wonder how you defend a "let's migrate our infra from AWS to X"

The current US president favours bribery by the US to foreign officials. Doesn't seem completely insane to assume that he also favours spying on non-US competitors.

If you are a big company and use US services (e.g. Microsoft Teams or Slack or GMail or the countless others), then you have to assume that the US can see all the conversations you have on those services.

Sounds like a good enough reason to consider migrating.

Re: Millions are visiting the European Alternatives site. What trends are we seeing?

#80

Post by ruszki »

galfarragem wrote: post #55

[flagged]

Even in positive sum games, “always nice” is not a good strategy, because when somebody is not “nice”, you will lose. This is even a larger problem when somebody has a bad behaviour multiple times in a row not by accident. This later is exactly what’s happening.
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