> People/gov now think twice about relying on US ai products.

Oh this has already been clear to anyone in the EU, for example. The current reliance on US tech and even widespread stuff like MS is pretty deeply rooted, however and it might take a while to do anything about it - so for many it’s a matter of convenience for now.

That said, as long as what you need sits behind an OpenAI or Anthropic API and you don’t have deeper proprietary integrations, there is no moat. I can even run Claude Code with DeepSeek if I so choose (though OpenCode is neat too).

Best EU has at the moment seems to be Mistral though, which is… sorta passable, but not cutting edge. Oh well.

> I think the right move for Europe and other countries would be to effectively ban US tech and follow the Chinese response to Nvidia (delivered personally to Trump: we want to build our own AI chips).

Not sure about outright ban, but homegrown govt. systems should have both the devs and the infra in EU.

Would also be really cool if we could make even regular CPUs and GPUs some day but I don’t think that’s super likely, though. Kinda amazing that China can do that! Even consumer stuff like the Chinese Lisuan GPUs (and Moore Threads I think), hell, even the Russian Elbrus CPUs.