The Ledger
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Khachab: Europe lacks AI sovereignty because it misses chips, energy, and models
“In Europe today, We're not producing the chips. We're not producing the energy. We don't have the foundational layer models. So in that sense, these countries that don't possess those three elements are not really sovereign countries when it comes to AI.”
Khachab: Europe should subsidize TSMC and NVIDIA instead of Intel
“First of all, Intel is the wrong company to fund. So the first step you ask me is like, put it to the right company. Put it to Taiwan Semiconductor. Put it to NVIDIA. People that can actually produce GPUs.”
Khachab: European regulation does not hold back most SaaS or marketplace startups
“Look, there's certain heavily regulated industries, and I don't know them very well, but I'm sure eventually they're at a disadvantage. But that doesn't hold, for example, for most of SaaS, and also neither for most of marketplaces.”
Khachab: Investors should short Europe under the current government status quo
“So I think status quo, we have to be short. Government is just, yeah.”
Khachab: Anthropic is a better investment than OpenAI due to higher revenue
“So I'm not sure if these numbers are right, but I recently read that Anthropic is more or less doing 60% of the revenue of OpenAI, and they do this with less customers, so they kind of achieve a higher price point, probably. Plus the recent release of computer…”