The Europeans are not digging the American public cloud of late.

“Europe is facing regulatory pressure, competition between countries, geopolitical tensions, and national security concerns-all focused on making sure Europe can develop and manage AI systems on its own, without depending on foreign platforms or providers,” said Lovelock.

Leading to:

IT spending in Europe is projected to total $1.4 trillion in 2026, an increase of 11.1% from 2025, according to the latest forecast by Gartner, Inc, a business and technology insights company. IT spending in Europe is on pace to reach $1.3 trillion by the end of 2025.

To use some framing from VC land, America broke the deal with cloud jurisdiction.

I’d wager that there’s still and will be a lot of European workloads running in American controlled clouds, but the idea that it can be long-term trusted is cracked. Not great.

🔗 Gartner Forecasts IT Spending in Europe to Grow 11% in 2026

And, related: regardless of where your data is geographically, if your cloud is owned by an American company, there’s a good chsbce it will operate under American laws and norms:

Data residency is a necessary but insufficient step. Hyperscalers can offer residency, but they cannot offer true sovereignty to their European customers because they cannot exempt themselves from extra-territorial application of certain laws. Unless the claims are substantiated by underlying evidence, they should be treated with a healthy level of doubt, more likely as marketing, than a genuine guarantee.

Real digital sovereignty is not a feature you can buy from a hyperscaler; it is a state that can only be achieved by partnering with an entity that is unambiguously and exclusively subject to your own jurisdiction and one that is offering the customer true capabilities of control and autonomous decision making for its data and data flows.

We conflate the quality of our decisions with the quality of their outcomes so automatically that we rarely notice we’re doing it. A good decision that leads to a bad outcome gets reclassified in our memory as a bad decision. A terrible decision that happens to work out becomes evidence of our brilliant judgment. We are constantly running our own internal kangaroo court, retroactively convicting or acquitting our past selves based solely on how things turned out.

🔗 Life Isn’t Chess. It’s Poker.

Only three kinds of AI products actually work - “For my money, the current multi-billion-dollar question is can AI agents be useful for tasks other than coding?” // Good thinking about productizing AI: what seems to work and not work.

I’m no epidemiologist, but all of this seems like the biggest positive health impact since vaccines. In the America, all my life The System and The Culture have been telling us we’re overweight and that is causes problems. No doubt, a lot of healthcare spend is in response to that.

Well. This seems like a legit “quick fix.”

If generic semaglutide were made available to everyone with obesity and diabetes globally, it could save 2.1m-3.1m lives a year, according to one model. Moreover, glp-1 medications are known to reduce cardiovascular events, improve sleep apnoea, protect the kidneys and liver, and even show promise for reducing addictive behaviours. Early data have even hinted at reduced risks of cancer and Alzheimer’s. More results on these unexpected side-benefits of GLP-1 use will be published in the coming months. However you slice it, 2026 is shaping up to be a pivotal year for these remarkable drugs.

It feels like these drugs, popular as they are, are likely “under-rated” in that they would address huge, systemic problems in US health. Hopefully it will and they’ll become “boring” like vaccines and high blood pressure medicine.

🔗 A second helping of weight-loss drugs is coming

He goes hard and detailed in the Masto recco.

🔗 Time to Migrate

That’d be an unexpected source for a data leak.

🔗 OpenAI: The New York Times is forcing us to turn over 20 million ChatGPT conversations

IT spending in Europe will grow 11 percent next year to hit $1.4 trillion amid a desire for cloud sovereignty, according to Gartner.

Up from $1.3t in 2025.

Spending on GenAI models is set to grow 78 percent next year in Europe as organizations look to increase investment in AI, cloud, and cybersecurity.

“61 percent want to increase their use of local cloud providers. Around half (53 percent) said geopolitics would restrict their use of global providers in the future.”

🔗 Europe’s IT spend to surge 11% amid cloud sovereignty fever

“These estimates suggest that by 2025, Brexit had reduced UK GDP by 6% to 8%, with the impact accumulating gradually over time. We estimate that investment was reduced by between 12% and 18%, employment by 3% to 4% and productivity by 3% to 4%.”

🔗 The Economic Impact of Brexit