Sebastian Mallaby - Are we building a new God with AI?, Do founders need to have a Messiah complex, Is regulation of AI going to result in regulatory capture, What should Europe focus on

00:19:44 · Calin Fabri, S0Play from here

[00:19:44] S1: One last question. It's like, if we focus on Europe, we know that DeepMind sold to Google. We know the reasons. You mentioned them in your book why that was just inevitable. What do you think is the opportunity in Europe for the entrepreneurs in Europe in AI? Because we clearly can't compete at a model layer, but arguably the model gets commoditized. [00:20:04] S0: Well, I think you made the point to me that resilience in Europe is a huge investment thesis across a lot of different areas, and one of them is AI. And in Europe, our own data centers. I believe this personally very strongly. I wrote a small full disclosure, a small check-in to one of the neo clouds in Europe, because I think it is so obvious that Europe needs this. And once we have the data centers, we can run open weight models insofar as they're not being suppressed by regulation. We can run open weight models. They might be from Mistral. They might be from Meta, they might be from a Chinese lab. I think Joe Tsai was here yesterday talking about this, and I think he's right that for European security, running an open weight model on a European cloud is the way to achieve it. You need to do something about energy costs. This is why Scandinavia with lots of hydropower is great. But across Europe, we have a problem with high energy costs, and we need to address that because basically, artificial intelligence is energy plus GPUs plus algorithms. Yes. So I think that's what we need to do in Europe. Wonderful. [00:21:17] S1: Sebastian, thank you so [00:21:18] S0: much. Terrific.