Europe, every mention
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tap a year for its mentions
every year anyone Benedict Evans 98Toni Cowan-Brown 80Leonard Brody 2Jay Goldberg 2Lillian Li 1Benedict Catton 1
Verbatim, from the transcripts: the passages where Europe comes up
From SAAS software to Formula 1
- ▶ 1:43 Toni Cowan-Brown And obviously an American company was interested in expanding into Europe. 3 times in the scene
- ▶ 7:45 Toni Cowan-Brown Learn from American campaigns and bring to Europe and even with the European fragmented system, even with the policies that we hold dear, like data privacy and that we can learn from.
- ▶ 11:53 Benedict Catton And what do we think about the price arbitrage between the prices in China and the prices in Europe?
Google's Antitrust case
- ▶ 6:58 Benedict Evans Can meta, debate around what meta can do in Europe. 2 times in the scene
- ▶ 10:55 Toni Cowan-Brown And it's so interesting because that's such a thing that I've seen a lot in Europe as well of by, by opening up, by waking up a monopoly and by opening up competition, all of a sudden you expect the competitors to be just as good.
- ▶ 17:46 Benedict Evans And so what Europeans did was they say you have to provide wholesale access to the infrastructure.
Tiktok, Apple and Temu
- ▶ 12:01 Toni Cowan-Brown It's also worth adding, there's a layer to here, and I remember doing a TikTok video on this, like, three years ago, and the comments section were just, it was interesting how he had triggered so many people, but saying that, like,… 2 times in the scene
- ▶ 18:16 Toni Cowan-Brown You want the data stored in Europe?
Breaking and remaking media
- ▶ 16:50 Benedict Evans Europe was, a lot of Europe was actually underserved for pay TV. 3 times in the scene
What's your AI strategy?
- ▶ 6:24 Benedict Evans In fact, I had another conversation with the CIO of a sort of medium sized company in Europe, a pan European company.
The magic customer
- ▶ 41:01 Leonard Brody And I think it also has a lot of applicability to football in Europe. 2 times in the scene
Threads
- ▶ 28:40 Benedict Evans It's not available in Europe. 5 times in the scene
The right questions to ask about TikTok
- ▶ 1:56 Toni Cowan-Brown We're having a conversation around privacy and all the recent bands that are happening both in the us and in Europe.
- ▶ 14:41 Benedict Evans In, you know, in America, in Europe, in France, you're not allowed to ask somebody if they're Jewish. 5 times in the scene
Why are chips interesting again?
- ▶ 3:59 Jay Goldberg 20 years ago, there used to be 2000 or so fabless design companies in the US and Europe.
- ▶ 23:10 Toni Cowan-Brown I was going to ask, is this just a conversation about US and China or is Europe anywhere in the mix?
- ▶ 27:30 Jay Goldberg Uh, for years they've recognized that they are dependent on the US and Europe for their economy and for their supply chain.
ChatGPT and the Imagenet Moment
- ▶ 17:23 Benedict Evans Oh, well, of course Europeans had lots of guns.
All the other things happening in tech part 1.
- ▶ 2:31 Benedict Evans Or, you know, pick an American brand or European brand.
TV after software
- ▶ 2:37 Benedict Evans And, um, NBC owned the sci-fi channel in the UK and probably the rest of Europe.
The FTC's antitrust thesis
- ▶ 16:27 Benedict Evans It kind of takes me to something else we were kind of chatting about earlier, which is the sort of structural difference in US competition law versus European and UK competition law. 2 times in the scene
- ▶ 21:39 Benedict Evans And of course, that's not how UK or European regulation works.
When the point of leverage changes
- ▶ 29:36 Toni Cowan-Brown Do you think America and Europe are going to look at this fundamentally differently?
Shein, TikTok and Netflix - thinking about limits
- ▶ 30:56 Toni Cowan-Brown It's interesting, it's like the Shein has been very good at localizing its content and giving people exactly the type of styles, whether you're based in America, whether you're in Europe, etc.
Netflix isn't a tech company
- ▶ 34:56 Benedict Evans Um, that's more than production budgets for the top, all broadcasters in the top five European markets combined. 2 times in the scene
Ukraine
- ▶ 11:22 Benedict Evans And on the other side, America and Europe are saying, oh, shit, um, we need to have a bunch of chip plants here, please.
- ▶ 21:13 Benedict Evans I was on a call yesterday with a bunch of regulators, European regulators, um, one of the other person, the other speaker was someone from one of the French regulatory agencies.
- ▶ 37:26 Benedict Evans Yes, this is the moral story, that the value of goods coming from the Congo were five times the value of the goods going from Europe, and the goods were all, um, guns and ordnance. 2 times in the scene
The retail reset
- ▶ 2:04 Benedict Evans Um, and if you kind of look right across Europe, you've got this kind of spread of adoption.
Regulation - Who will notice?
- ▶ 0:21 Toni Cowan-Brown But it is safe to say that I think never before has more been done across all the different markets, including Europe, Australia, China, USA, to try and limit the power of the tech industry, which is quite interesting.
- ▶ 8:00 Toni Cowan-Brown Benedict, this, this is so interesting because I had the same problem when it came to, um, data storage, talking with, again, our customers in Europe who would say, ask us because they'd heard it. 3 times in the scene
- ▶ 15:22 Toni Cowan-Brown And it's, it's interesting for me that because that's a stark difference I find between America and Europe, where in Europe, I will trust that the institutions know a little bit better when it comes to safety and security, and they have my…
- ▶ 19:49 Toni Cowan-Brown There's also another layer to that, which I've become more and more interesting, but I think it's always been a problem, which is we basically right now have a patchwork of rules that give people different access to content, privacy,…
- ▶ 20:33 Toni Cowan-Brown But even then, but even forget it's at the EU level, because it's not enough for Europe to try and figure this out, and for Europe to try and regulate it, if America isn't going to do it as well, and if Australia isn't going to do it. 6 times in the scene
- ▶ 26:28 Benedict Evans Capital intensive things in Europe, in Southeast Asia, in India, in America. 5 times in the scene
- ▶ 33:37 Benedict Evans And then there's the, okay, well, how do we reconcile the US and Europe and different ideas of regulatory culture and, you know, rules-based systems and principles-based systems and what's China doing?
Apple's metronome
- ▶ 20:08 Toni Cowan-Brown You can be sure that this is the component that Europe is going to look at closely. 3 times in the scene
Telcos and Tesla
- ▶ 36:39 Benedict Evans The issue here, which is the US in a lot of industries is sort of systemically less competitive than Europe and many other developed countries, um, particularly in broadband, um, where Europe and most of the rest of the world had local… 3 times in the scene
Creativity and Optimism
- ▶ 34:00 Benedict Evans Um, and I also think it's sort of interesting to compare this with, like, the 18th century city, which in Europe, and certainly in Britain, was sort of the land, the place of the mob and disease and crime, and it was the place where the…
- ▶ 44:43 Toni Cowan-Brown In parallel to everything that we've been talking about, I'm trying to get back to Europe and trying to figure out what piece of paper I need for the regulators to be happy for me to enter the country, and what does it need to look like,… 4 times in the scene
- ▶ 50:37 unnamed speaker Very simply, my agency won 10 Webby Awards, so we used to go to New York every year and collect our trophies, and we would get, we would be at the after, after, after party, and so too would the organizers of the Webby Awards, and we made… 3 times in the scene
Tech in china, from inside and outside
- ▶ 11:32 Toni Cowan-Brown And sometimes you bring up the lack of a tech ecosystem in Europe, but you bring up regulation and what Europe is doing in that sense. 3 times in the scene
- ▶ 25:33 Lillian Li So I think every player knows from the outside, you know, rather than thinking, hey, we can go to Europe very easily.
- ▶ 36:16 Toni Cowan-Brown If we're saying that there's a certain point at which Europe and the US are mostly looking at each other for innovation, and where there's, I do think there's a case of, hey, you should be looking beyond, and you should be looking at China… 3 times in the scene
- ▶ 51:17 Benedict Evans But if you're trying to build an e-commerce company in Europe, should you be paying attention? 3 times in the scene
App stores: arguing like it's 2009
- ▶ 16:58 Toni Cowan-Brown I, and I think we've talked about this ever so briefly, but what I enjoyed in Europe is knowing that when I go to a store and I buy food, that it's not going to kill me.
Who's in the office? Notes on a year of remote work.
- ▶ 24:00 Toni Cowan-Brown So one of my things in Europe was to tell the team in Europe, we cannot kick off our day on Thursday if you haven't listened to the all hands from the Wednesday before. 3 times in the scene
- ▶ 35:26 Toni Cowan-Brown Again, especially when I started my job at Nation Building, I was one of the only people in Europe.
Clubhouse and the endless cycle of social apps
- ▶ 34:03 Benedict Evans Never mind, nobody in Europe, nobody in India, no one anywhere else on earth can join.
Telling stories with charts
- ▶ 15:47 Benedict Evans And so now, and so the questions change and now the questions are, okay, retail, financial services, e-commerce, CPG, fashion, um, banking, and in parallel, okay, it's not America and Europe anymore.
- ▶ 39:18 Benedict Evans We, one of the things we talk about is, um, fintech and bio in Europe, and initially I said, well, let's have a slide that shows fintech going up, because like, we know it's gone up, so let's find a slide that shows that, and the best…
Two Europeans talk about China
- ▶ 0:23 Benedict Evans We are two, um, Europeans who don't speak Chinese who are going to talk about China, which is, um, obviously since I used to be a venture capitalist, I shouldn't have any problem talking about something I don't know much about. 2 times in the scene
- ▶ 5:00 Benedict Evans And so basically more than the Europe Western Europe than Europe and the USA combined. 2 times in the scene
- ▶ 11:22 Toni Cowan-Brown And it was just so interesting to see the complete lack of understanding of the policies and the regulations, whether it was in Europe, Saudi Arabia, you name it. 3 times in the scene
- ▶ 18:27 Toni Cowan-Brown And I think this is what's interesting hearing Americans talk about this because as a European, I've been used to for so long, sorry, using products that were absolutely not built by a European with a European in mind.
- ▶ 23:40 Benedict Evans So, and you know, Americans could, should probably be looking at China as Europeans looked at America.
There's no such thing as data
- ▶ 24:46 Toni Cowan-Brown I always found it fascinating that the UK, the utter refusal of having, um, ID cards and yet it's the country with the most CCTV cameras, um, by far, I think you, if you put together all of the CCTV cameras of everyone else in Europe, the… 3 times in the scene
- ▶ 30:05 Toni Cowan-Brown Most Americans are okay knowing that their data has been purchased and sold a myriad of times, which is something that most Europeans are deeply uncomfortable with.
- ▶ 42:14 Toni Cowan-Brown And that's why the default in Europe is, oh, this is a problem that it's been happening for 25 years and we haven't yet regulated it.
What comes next?
- ▶ 19:39 Toni Cowan-Brown Um, and also just starting to understand the way that things have been regulated in Europe or the reason why we need regulations.
The FTC and Facebook
- ▶ 11:36 Benedict Evans And whereas European and UK competition law had said, actually, it's actually good for consumers to have a choice, even if that means there's slightly higher prices, because there's, there's other things besides price that might drive your…
- ▶ 15:07 Benedict Evans There's a sort of a general and a specific point here, and the general point is we've got this sort of parallel process in the UK and Europe of outcome-based regulation in which you say this is what we want to achieve and we're going to…
- ▶ 23:44 Toni Cowan-Brown Um, so what do you think this, the FTC's lawsuit is going to, like, is it going to change anything or is it, and to your point with the DSA and the Europeans approach to it, do we need to, are they, basically my question is, are they still…
The acceleration of ecommerce habits
- ▶ 3:14 Benedict Evans We don't have anything like such good numbers for the rest of Europe. 3 times in the scene
- ▶ 28:59 Benedict Evans I saw a story a while ago from somewhere in Europe.
Is content moderation a dead end?
- ▶ 7:24 Toni Cowan-Brown And I cannot not think or talk about content moderation without thinking about the difference of just even free speech in the U S versus Europe.
- ▶ 12:41 Toni Cowan-Brown A, because it was political and it was, there's a massive difference in the US versus Europe. 2 times in the scene
- ▶ 21:40 Toni Cowan-Brown It's so much easier, but also it's, it's interesting you say that because it was the same for me when I was building out NationBuilder, um, in, in Europe.
- ▶ 31:43 Toni Cowan-Brown And what does it look like when it's Europeans or it's Chinese people or Indian people using the software?
How do you destroy a tech monopoly?
- ▶ 0:27 Toni Cowan-Brown We've got the invest, ongoing investigation in Europe against Google as well for anti-competitive behavior, and actually I just read that recently Italy has also announced it's investigating Google for abuse in the advertising space, and…
- ▶ 11:17 Benedict Evans In Europe, people tended to think much more about competition as something that you might want 3 times in the scene
- ▶ 29:43 Benedict Evans Um, and so, whereas the, the UK and European approach is to say, this is a big important market, there's no competition, there's structural reasons why there aren't competition, so we're going to change the way the market works to create… 3 times in the scene
Amazon and eCommerce
- ▶ 27:51 Benedict Evans And in a world of like, I think I was describing this the other day, but like in like 1800, there were like 5000 customers in each European country and everyone else was like a peasant or a workman.
Is Europe a market?
- ▶ 0:48 Benedict Evans And we decided that today we would talk about that old Silicon Valley and Europe question, is Europe a market? 4 times in the scene
- ▶ 1:38 Toni Cowan-Brown And everyone in Brussels that I said this to came back and went, I think it's about time you came back to Europe. 6 times in the scene
- ▶ 6:30 Toni Cowan-Brown We've seen it happen across all of Europe. 8 times in the scene
- ▶ 11:16 Benedict Evans And so the, the central gravity in Europe kind of swings in another direction. 7 times in the scene
- ▶ 15:03 Benedict Evans Just as a technology business, how different different, what, what it is to say that Europe isn't a market. 6 times in the scene
- ▶ 23:02 Benedict Evans And then you have Europe where the markets have historically tended to be too small to create global giants. 5 times in the scene
- ▶ 27:12 Benedict Evans That you're now in a, you know, we're kind of in a, in a phase in which we're going from a world in which you had all of this European internet use, um, albeit very varied across the market to a world in which you have more and more… 8 times in the scene
- ▶ 37:04 Toni Cowan-Brown Do we think that we're going to evolve to a space where we agree, you know, China, um, us home to big, you know, all the big tech giants and Europe isn't home to maybe the tech giants right now, but it is home to creating all the standards… 7 times in the scene
- ▶ 42:46 Benedict Evans Is Europe one market or many markets? 4 times in the scene