91–100 of 103 posts
Europe won't be a leader in AI unless they get huge capital investment and datacenter build up. Sadly the regulatory environment of Europe combined with brain drain to America means it won't happen
Europe is slowly moving to put part of pensions in the stock market (like USA does). Right now people put it in sp500 so that sweet pension money in eu markets might be interesting to see.
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I see it the other way around. In a few years, algorithmic and hardware improvements will likely make these huge datacenters mostly obsolete. Americans will get to enjoy their rusty infrastructure and polluted air, and Europe will have lean and clean infra to support just what's needed.
Exactly. The same way the US is winning the EV / solar race - let China build obsolete factories that require way more investments that will be obsolete soon because of automation, then swoop in to build just what's needed and dominate. China will be left with scarred ugly landscapes while the US wins, as you'll no doubt agree
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I'm using Vibe on a regular basis, it's great. Not missing Claude code much. It's also getting better week after week.
I'm statisfied by vibe coding-wise, but i found their TUI UX to be abysmal (not that CC is great, but definitely better). I'm talking to the extent of some characters from the numpad not being typable in the prompt. Have you had a similar experience?
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A friend of mine works for ASML and it’s suggested they were nudged quite heavily “from above” to make this investment, rather than it being an actual strategic play by ASML. Basically “sovereign EU AI” is the play here.
If your friend is working for ASML, they should not be telling you any of that.
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What’s in Europe ( or maybe not to generalize in France/Germany) that creates this bias for consulting?
I don't know about France, but here in Germany I think there's more room for B2B than B2C because of the desire for stability, itself leading to bureaucracy in everyday life that sets expectations for a much slower everything (like, buying a house took 7 months, many contracts have 3 month notice periods). But that's just my best guess, and I'm saying this as one who migrated here rather than growing up here. I've al…
It is done, but by very few. And the EU has made progress on uniformizing and simplifying it, but it seems to have done more progress on the B2B side than on B2C.
While the US is a much bigger consumer market than any single EU country, with significant differences in disposable income and spending power. 18% to 20% of full-time workers in the US make over $100.000. That's nearly half the entire population of France. A third that of Germany.
And even if there are differences and administrative hurdles when selling across US states borders, that road has mostly (or seems to have, from here) been paved.
Is Mistral still competitive? I completely forgot they existed because of how much press the Big 3 get (Google, Anthropic and OpenAI).
They’re not competing in the same domain - if you look at their business model it actually is much closer to ML consulting for companies (CMA CGM, ASML, Airbus…). The big three are trying to capture B2C mainly while Mistral is full focused B2B
I think it's more complicated. Anthropic has been focused on enterprise for a long time, and OpenAI seems to be doubling down as well.
Europe won't be a leader in AI unless they get huge capital investment and datacenter build up. Sadly the regulatory environment of Europe combined with brain drain to America means it won't happen
Since 2024 the USA is draining brains into Europe in science in general but esp. in climate research, health research, and "tech" research. I can't find good numbers on IT specifically (except that the UK seems to be draining towards EU). Commercialisation of research is still hard in comparison to the USA, though.
Europe won't be a leader in AI unless they get huge capital investment and datacenter build up. Sadly the regulatory environment of Europe combined with brain drain to America means it won't happen
I see it the other way around. In a few years, algorithmic and hardware improvements will likely make these huge datacenters mostly obsolete. Americans will get to enjoy their rusty infrastructure and polluted air, and Europe will have lean and clean infra to support just what's needed.
In certain domains there are no ceilings to return on compute. For example, offensive/defensive cybersecurity, it will be an arms race of who has more compute to patch up against more sophisticated attacks, and who runs more sophisticated attacks
>Americans will get to enjoy their rusty infrastructure and polluted air,
America has very high air quality and fairly good infrastructure given their population density.
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They’re not competing in the same domain - if you look at their business model it actually is much closer to ML consulting for companies (CMA CGM, ASML, Airbus…). The big three are trying to capture B2C mainly while Mistral is full focused B2B
What’s in Europe ( or maybe not to generalize in France/Germany) that creates this bias for consulting?
Put these two together and a freelancer becomes an interesting proposition for some tasks. In Germany I could bill roughly 2.5x my after-tax salary. You also incur no other costs such as equipment and illness-as—a-loss. And… you’re really easy to fire when COVID comes around.