Gustav von Sydow

Desalination is a good example of the “consequences of AI” thesis. Water is obviously critical, but current generation desalination uses a prohibitive amount of energy. As AI-led infrastructure spend brings down the cost of electricity, and technology makes desalination more efficient, the opportunity gets larger.

"Europe has no systemic track record of building large, successful tech companies with a global footprint—Spotify and Revolut being rare, anecdotal exceptions." - From a post on Linkedin about Project Europe One of Europe's larger problems is that the employees who grow Europe's tech unicorns end up trapped by their income. If their company exits, their only option to sustain that lifestyle is to work for a corporate that can match their salary. Time and time again, valuable experience is washed out of the industry because employees aren't given enough of the upside to risk joining another startup or founding their own. This is an anchor on progress, as even great companies have to relearn old lessons about growth, localisation and expansion across borders — all significant challenges, particularly in Europe. It doesn't have to be this way, and there are exceptions to prove it. e.g. @RevolutApp alumni are now responsible for founding 100+ startups, and funding 60+ startups (see below, from Vladislav Solodkiy). Europe needs more Revoluts. More Klarnas, Datadogs, Shopifys, etc. In a deeper, systematic sense, this is an employee stock compensation problem — and Europe MUST do better. As a nearer-term opportunity, it's an expertise problem. @ProjectEurope_ can address both of these shortfalls: Driving operational experience into a generation of founders, creating huge outcomes which distribute knowledge and capital into the next. The virtuous cycle that European tech needs. A boom loop. cc @lil_tuna_again @alexfmac @Kieranleehill @HarryStebbings