industrial strategy

Oct 6

Europe's Manufacturing Past Could Power Its AI Future

Europe's entrenched industrial base—deep expertise in robotics, precision manufacturing, and complex systems integration—is a genuine structural advantage in deploying AI to solve real-world production problems. While U.S. capital dominance in AI research is real, the competition increasingly shifts toward who can embed AI into existing supply chains and industrial workflows, where European companies have decades of embedded relationships and domain knowledge that American startups lack. The constraint isn't innovation capacity but venture funding and regulatory speed; Europe's question is whether it can keep industrial talent and companies invested domestically rather than watching them migrate to Silicon Valley.

theme-culture regulation/policy trade policy industrial strategy

May 4

Why Western subsidies obsession misses China's real advantage

Source: The Next Web

The subsidy debate lets Western policymakers avoid a harder question: China's industrial dominance stems from structural advantages in scale, supply-chain integration, and state-directed capital allocation that tariffs cannot easily counter. Europe and the U.S. are fighting yesterday's trade war. China has moved to vertical integration and market capture. The competitive threat isn't the money flowing into Chinese factories—it's the ecosystem efficiency that makes their subsidies work.