Europe

“For us, for example, we were surprised that we did so much better in Europe compared to the United States, and you don't really think of them as being that different, but in practice, in terms of how many people care, it is actually very different.”

“I think automotive would be a good example where some of the Chinese car companies seem to be getting so good that if I was Europe, for example, and given the industrial base is so automotive dependent, I would probably be pushing for tariffs relative to Chine…”

“I think the AI act is basically single-handedly ensuring that Europe will not be a first mover in AI, because it's now subject to these incredibly punitive set of rules”

“Europe's economy went from being 65% of global GDP in the early 20th century To roughly a third in the eighties and nineties, and now it's down to 15% of global GDP.”

“You see the regulation they put on in Europe, and that's why there's really not a whole lot happening in Europe on the AI front right now”

“So it took us about two years for post acquisition to get it to the place where this was possible, but we just in July got marketing approval in Europe for Prima to start commercially selling it there.”