Unlike incumbent ecosystems, which have already invested, or perhaps sunk, hundreds of billions into today’s foundation-model architectures, Europe’s current generation of AI researchers and entrepreneurs can start fresh. Entire nations can be disrupted as well. Political scientist Jeffrey Ding has recently argued that major technological transitions have repeatedly reshaped global power—from Britain in the first Industrial Revolution, to Germany’s rise in the age of chemicals and engineering, and then to American dominance in the era of mass production, computing and the internet. History rarely offers second chances. The coming AI wave might be one for Europe. But seizing it will require more than capital and talent. It will require clarity of purpose.
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