US residents captured $47k each in AI equities vs just $4.5k in Europe, investor warns
evisoft · x · 2026-10-14
Investor Ilya Lehmann shared a chart showing Europe's problem isn't just lacking AI infra and frontier labs — most Europeans hold no financial upside in the boom: US residents captured $47,000 per capita in AI-related equities vs just $4,500 in the EU, a 10x gap.
Quoting investor evisoft: Europe lacks ownership, not just labs — no skin in the boom means no patience for the buildout. Lehmann argues this feeds a vicious cycle: people excluded from upside are likelier to revolt against AI construction, widening the gap further. If Europeans are to feel optimistic about AI, they need to feel its positive impact on their own lives.
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