France, Germany, UK, Canada, Switzerland, Singapore partner with NVIDIA.
They form a vertically integrated joint venture to build a frontier model family and data centers, with procurement guarantees linked to model production.
General Catalyst, Schwarz Group, and Daniel Ek invest.
Hassabis and Karpathy run anAirbus-style team …
… using a double pyramid product strategy.
Finally, the market reacts.
We wrote this scenario by taking some of the leading ideas for Europe and asking: who will pay for it? We believe it is the most plausible future in which Europe wins.
One European lab, e.g. , reaches the model frontier.
A European startup, e.g. , leapfrogs the Americans and Chinese.
A coalition of public and private labs forms an “”.
France, Germany, and ten other countries agree to fund a single in Switzerland.
, a society and annual residency focused on the political economy of AI.