Speculative project Europe2031.ai warns of dystopian economic decline if Europe fails to advance in AI
The scenario is circulating among economists and tech investors.
Positive users praise the Europe2031 report as a blueprint for EU AI and robotics progress, while negative users blame overregulation for creating an innovation desert and dystopian risk.
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@ojblanchard1 Europe leaders have started working on a EU AI:

@ojblanchard1 I would love to see the EU become the robotics champion, catching the US labs probably isn’t possible on ai, but really going deep on physical ai seems like a natural fit given the manufacturing base of the continent. Good read!

@ojblanchard1 catching up on ai isnt the hard part for europe, keeping the talent from leaving for sf is the actual story

@ojblanchard1 My ‘Can’t Miss’ list; This is a list of stocks I’m looking to buy/average down on if this pullback continues.
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@ojblanchard1 Thanks Olivier!!

@leaving_tech @ojblanchard1 “Urgent…….in September”

@ojblanchard1 @tylercowen I read the piece and to me it reads like an argument for mercantilism (the USA and China are being mercantilist, the EU should follow suit )

@ojblanchard1 @pmarca if europe doesn’t catch up on A LOT and start using common sense

@ojblanchard1
@ojblanchard1 You need to recheck your priors! 😂 ZoroWoods strikes again. Sovereign Ai and its Paradoxes http://youtu.be/MWhfi7D1cWI?si… via @YouTube

@ojblanchard1 ty for sharing!

@ojblanchard1 @pmarca Generated by Claude 😂

@ojblanchard1 The regulatory focus of the EU (like the AI Act) was meant to protect, but it’s inadvertently creating an innovation desert. By 2031, Europe risks becoming just a consumer market for US and Chinese AI tech rather than a creator.

@ojblanchard1 Chilling

@ojblanchard1 5/ and no I see no way how the frontier models develop some unique moat ... like 95% plus of all AI implementations is just simple stuff ... stuff that needs models of 400B parameters or less ... which are commonly available and will stay available ...

@ojblanchard1 1/ I live in the US but grew up in Europe ... and still have great affection for Europe ... can we please finally stop this bs ... the main issue in the EU economy is a persistent problem with seeing a negative output gap develop post the 2008/2014 banking crisis/eurozone

@ojblanchard1 @pmarca The EU will continue to fall behind because the natural instinct of the the left leaning bureaucrats is to control and regulate.

@ojblanchard1 it feels like much of Europe's recent celebrated triumphs have stemmed from regulation as opposed to innovation. countless great digital asset companies are born out of Europe, but they must be fostered through support of innovation if the current regulatory posture is to remain.

@ojblanchard1 6/ so the EU still will be able to implement the AI LLM models where it is important ... the EU has no requirement to catch up with the frontier models ... the implementation side will be way more important long term ...

@ojblanchard1 The text: Europe risks losing its tax base and the returns on AI — the most valuable capital stock — abroad. Fortunately, markets don't price the doom scenario as certain: Europe is not bankrupt, nor are sovereign bond yields sky-high. So the window is closing, but still open.