AI is turbocharging the Europe-US gap as token spend replaces white-collar wages
georgemillo · x · 2026-09-25
Robert Sterling reacts to data assembled by Stripe's Patrick Collison on European entrepreneurship and compute, arguing "Europe is cooked."
- AI has turbocharged the existing Europe-US tech gap
- As token spend replaces human opex, a growing share of European GDP will flow to US frontier labs and hyperscalers instead of top-quartile EU workers
- US hyperscalers are projected to spend over $1 trillion annually on capex for the next three years; OpenAI and Anthropic will raise and burn hundreds of billions
- Collison frames Stripe's data publishing as a way to illuminate opportunities for Europe
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