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AI will create more massive tech companies despite US-Europe trade tensions

EUVC · E695 | This Week in European Tech with Dan & Mads (feat....

“I don't think you will get complete hermetic seal between The US and Europe, and I don't think that's desirable.”

36:50 / 37:23

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I don't think you will get complete hermetic seal between The US and Europe, and I don't think that's desirable. I don't think it was what anybody wants. But there's gonna be more of a push to buy local things. And you could argue that that's gonna decrease TAM lead to smaller outcomes and therefore less returns. But at the same time, the size of the tech industry is gonna continue to grow and explode because with AI, we could do so much more. And I think the second factor will outweigh the former. So I think you're gonna see more very, very large tech companies, very, very large tech outcomes

About this clip

The speaker argues that while there will be increased pressure to buy local tech products between the US and Europe, this won't create a hermetic seal between regions. They predict that AI's explosive growth will more than compensate for any reduced market size, ultimately leading to more very large tech companies and outcomes.

Why this clip

This clip offers a counterintuitive prediction that balances geopolitical tensions with AI's transformative potential for creating massive tech outcomes.

36:50 - 37:2333sprediction
us-europe-relationsai-growthmarket-fragmentation

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