There is this false idea that setting up an AWS or Google or Facebook competitor is in some way difficult. It’s not, if Meta, AWS, Google were banned in the EU perfectly functional European equivalents would pop up very rapidly similar to Russia and China.
> There is this false idea that setting up an AWS or Google or Facebook competitor is in some way difficult.
I personally think it is difficult due to scale and economics.
That is not to say Europeans can't grow a competitor in cloud, search or social media -- of course they can. There's a deep talent pool in Europe. But there's a lot of friction to doing tech at scale in EU. Large amounts of capital is much harder to raise, and varied regulatory environments/languages add cost to scaling. Plus you have to treat the UK and non-EU European countries as a separate markets.
The difference between EU vs China (and to some extent Russia) is the latter have similar abilities to scale as the U.S.
Also competitive advantages can be difficult to beat. AWS had a 8 year lead over Azure and while Azure is a lot better these days, it's still not all the way there. GCP, even though it is backed by one of the greatest and most highly capitalized large-scale engineering orgs on the planet, struggles to get appreciable marketshare.
Which, I think, would be a good thing on mid and longer term. Because the vacuum would create positions to be filled. And Europe does have tech, and especially would have tech, if it were given some room.
iorrus|1 year ago
wenc|1 year ago
I personally think it is difficult due to scale and economics.
That is not to say Europeans can't grow a competitor in cloud, search or social media -- of course they can. There's a deep talent pool in Europe. But there's a lot of friction to doing tech at scale in EU. Large amounts of capital is much harder to raise, and varied regulatory environments/languages add cost to scaling. Plus you have to treat the UK and non-EU European countries as a separate markets.
The difference between EU vs China (and to some extent Russia) is the latter have similar abilities to scale as the U.S.
Also competitive advantages can be difficult to beat. AWS had a 8 year lead over Azure and while Azure is a lot better these days, it's still not all the way there. GCP, even though it is backed by one of the greatest and most highly capitalized large-scale engineering orgs on the planet, struggles to get appreciable marketshare.
npteljes|1 year ago