Europe

Stark CTO on a failed army trial: "it was less than four weeks... We've always hit"

10 insights: why Stark's CEO says the real weapon of the Ukraine war is an innovation ecosystem, a factory "as complex as a washing machine" and…

Oct 29 • Scuttlebutt

JPMorgan CEO: Ford will commit $1B of purchasing to new Michigan manufacturers

7 insights: Why Jamie Dimon says markets alone won't rebuild US factories, why rising yields don't change the plan, and why Ford's CEO thinks it can…

Oct 12 • Scuttlebutt

Regions strategist on 2027 AI capex: "about a 50% growth rate over what's projected"

10 calls: why stocks offering less than bonds is the 2027 debate, why a 5.50% 10-year yield can still be fine, and why emerging markets are a magnified…

Oct 10 • Scuttlebutt

Pictet research head on China: "I'm not even sure we have 10 years ahead of us"

14 insights: why US debt is backed by US technology, why the old emerging-market label is obsolete, and why Germany's exit from nuclear power was a…

Oct 10 • Scuttlebutt

KKR macro head: Europe's trade within its own region is heading from 65% to 70–75%

4 calls: UK business investment rising as spending falls, an intra-Asia boom, Korea as the surprise, rates against nominal growth, and why the bond…

Oct 8 • Scuttlebutt

7M data fields are why AI can't simply vibe-code an ERP, SAP's CEO finds

14 insights: why switching AI models cut costs 10-fold, why SAP capped staff token spending, and why he expects 100% accurate finance agents within…

Oct 1 • Scuttlebutt

BNP Paribas portfolio manager: Europe's €2T autonomy push is not about funding states

6 arguments: why bonds reach more of Europe's defense, energy and chip spending than stocks do, why big pension funds offset state debt, and why Europe…

Oct 1 • Scuttlebutt

The US AI slowdown debate is a cover for rivals' negligence — Mistral CEO

2 arguments: the AI-slowdown debate is a cover for rivals' negligence, Europe risks an extractive economy without its own AI, plus his case for agent…

Sep 30 • Scuttlebutt

AI's safety turn is about IPOs, capex and regulatory capture — Telecoms.com Podcast

10 insights: Why the CMA cleared Vodafone-Three after blocking O2-Three, why 6G gets built on old spectrum with the same vendors, and where Europe's…

Sep 22 • Scuttlebutt

Louisiana governor: Americans are subsidizing Europe's problems on diesel

4 arguments: The 90-day export ban he wants, why the small-refinery exemption matters to farmers, and the water comparison he uses against data-center…

Sep 22 • Scuttlebutt

90% of enterprise AI work will run on cost-efficient models, says UiPath's CEO

21 insights: Why he says memory is not learning, what the map of work is and why he thinks a $90B legal opportunity converts into about $10B of tokens

Sep 22 • Scuttlebutt

Latvia's foreign minister: Russia enables NATO states' marginal parties with loans

5 arguments: Why she calls the border with Russia "not very tense", what tripled in Latvian defense output, and why she will not name the NATO countries…

Sep 22 • Scuttlebutt

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