Europe

“So we saw the price of shipping from Asia to Europe went up, up about five times. Between December and now.”

“I mean, you're the way Europe's going. I mean, you're going to have every country in the world is going to be ahead of Europe when it comes to AI.”

“The problem with most people's default modes of regulation, including a lot of regulators and including a lot of European regulators is you say, well, our job is to protect bad things from happening. And by the way, the simplest way to do that is to prevent an…”

“Apple sales in Europe 26% of total revenue. Meta's ad sales in Europe, 23% total revenue. Amazon's international sales 23% of total revenue.”

“A world where the US, things get so bad between the US and Europe that your AWS stack is at risk is to, I mean, maybe I'm not imaginative enough, but is to me so far-fetched that I can't fully I wouldn't say a company would begin to change its strategy on it”

“The concern in the other direction is that Europe will just fall so far behind these other countries. It won't have an AI industry that's meaningful in any sense. Which may already be the case.”

“The Europeans are so unaware of what can happen that they could wipe out Mercedes and Beamer. They could.”

“It's us only right now, but given that their partner here is Klarna, which is a European company, you would expect that probably this goes at least to Europe, if not worldwide, you know, eventually sooner rather than later.”