41–50 of 68 posts
Interesting that the EU wants to push “Buy European AI,” but without clear implementation steps it feels more like strategy theater. I wonder how many of these initiatives will actually help small developers or startups build sustainable AI tools.
I work with Hopsworks. I think we are the only European owned software platform for developing and running AI systems (batch, real-time, LLMS/agents) at scale.
Earlier quoted context omitted.
Ironic comment in light of Netherlands-based ASML being the only company in the world that can supply the lithography machines that TSMC uses to make chips for NVidia and others. Isn't that an example of driving towards intrinsic perfection?
It's worth noting that that company too has america's hand around it's neck.
All the engineering part of that technology is in European hands, the royalties to EUV LLC are based on mutually beneficial arrangements, if it's weaponised all gloves are off.
I work with Hopsworks. I think we are the only European owned software platform for developing and running AI systems (batch, real-time, LLMS/agents) at scale.
Scaleway, ovh and a bunch of other inference as a service providers dont count?
Regardless of how you view the current political climate in USA, it's simply become a major risk-management factor for almost any European organisation. We're heavily invested into Azure, but we've had to work out plans on how we could potentially exit within 30 days because we're part of the European energy sector. (We're really part of the global energy sector, but we're based in the EU.) We still view US tech comp…
Its not just consumers. A lot of the private sector also relies on mobile apps. Even more of it relies on American desktop OSes. There are lots of other online services - email, storage. Lots of non-IT services such as payments (SWIFT, Visa, Mastercard).
How much good will you moving from Azure to Hertzner do if lots of other businesses are down, lots of payments are not working, and a lot of government stiff is not working. Maybe you can keep a few things going because they have energy (and it is important to keep supplies going if everything else fails), but that is about it.
Earlier quoted context omitted.
It's worth noting that that company too has america's hand around it's neck.
You mean with the licencing of the EUV tech? If push comes to shove, to the point where the USA tries to strangle ASML, the EU could create pathways to not recognise the licence agreement anymore, and remove copyright protections from it. All the engineering part of that technology is in European hands, the royalties to EUV LLC are based on mutually beneficial arrangements, if it's weaponised all gloves are off.
Today's restrictions are mainly export control licenses, not ongoing IP licenses.
ASML builds the whole scanner and owns the integration IP that makes the parts actually produce yield at scale. The light source matters but without ASML's stages, metrology, optics integration, contamination control, control software etc etc you've got a science project instead of a tool a fab can run. ASML won because the integration problem beat almost everyone else.
It's similar to TSMC, anyone can buy an ASML machine, but there is only one TSMC, because it's not just about the machine and not just about the light source.
Earlier quoted context omitted.
> Everything in EU is overpriced and worse than things coming from outside the EU, and that is by design If nothing else, Airbus says hello and laughs in your face. Throw in Spotify and IKEA, the majority of the world's luxury sector, a decent portion of the world's biggest car manufacturers, ASML, and you're just being silly.
As someone who lives in Europe and buys things in Europe every single day, I know that practically everything except groceries comes from China. But sure, whenever I buy a plate from IKEA it comes from Turkey and not China. But I guess if I were a rich person who mostly bought luxury goods, they would come from France. I guess I'm the problem. If only my tax money stayed with me instead of being funnelled to useless…
At the same time there are plenty of everyday items still made in the EU, and not necessarily luxury goods. My pets' leashes are made in Germany, my kitchen knives are made in Germany, my pots and pans are made in Sweden, Denmark, and Germany. My drinking glasses are made in France, and Italy, my glass storage containers are made in France; lots of my clothing are made in Portugal, my music gear is made in Germany, Spain, Estonia, and Poland.
It's up to you to choose items made in the EU and not China though.
My problem with the EU overall, aside from being inefficient, is that they don't really push towards intrinsic perfection. They kind of look what others do, try to simulate and copy it, usually fail - and then the same pattern is repeated. Just take the issue of a european chip industry. Or literally anything China is doing now. The EU just isn't really a driver - it is a maintainer at best. And that also means it wi…
> My problem with the EU overall, aside from being inefficient, is that they don't really push towards intrinsic perfection. They kind of look what others do, try to simulate and copy it, usually fail - and then the same pattern is repeated There is literally a term for when EU mandates result in global change, "the Brussels effect". Also, it's a bit weird to claim the EU never tries to push for perfection and just c…
Not the same as inventing USB, and I am far from sure its a good thing.
> he right to be forgotten and the right to digital privacy
Right to privacy in various forms far predates the EU.
> competition on railway networks EU-wide
A copy of a policy of a country that has left the EU, and is far from popular there, and looks like being reversed there.
> actively trying to prevent excessive concentration of market forces (unlike pretty much any other regulator).
The US was very good at that historically, and there are plenty of regulators around the world with the same concerns.
Regardless of how you view the current political climate in USA, it's simply become a major risk-management factor for almost any European organisation. We're heavily invested into Azure, but we've had to work out plans on how we could potentially exit within 30 days because we're part of the European energy sector. (We're really part of the global energy sector, but we're based in the EU.) We still view US tech comp…
Out of curiosity - do you also plan for the possibility that your will want to move to another provider at the same time as the rest of your industry if not large parts of the EU as a whole? Whenever I think about these things I just don’t see us Europeans being able to tackle suddenly having to decouple from the US if Trump or a successor suddenly turns the screws to 11.
Basically energy production would have few isses with a disconnect from the US, regardless of where we'd have to go. But the business would struggle.