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EU: A Rich Shell Without an Engine

"You cannot regulate what you cannot build." In Part 17 of the AI Futures series, we examine EU Vulnerability. Europe isn't facing a sudden collapse; it’s facing a quiet bypass. By owning neither the hardware nor the foundation models of the future, the EU is transitioning from a global designer to a digital tenant. In this episode, we break down: • The Engine Gap: Why licensing American AI and Chinese hardware turns a continent into a "compliance node" rather than a participant. • The Demographic Trap: How an aging population and shrinking youth base leave Europe with no labor to leverage and no appetite for risk. • The Regulation Paradox: Why Brussels is winning the war on rules while losing the race for relevance. Europe is not falling. It is simply fading—from the engine of history to an edge node in someone else’s operating system. 🔗 Read the full essay: AI Futures Part 17: The Rich Shell Without an Engine (  / 617-ai-futures-episode-17-30-eu-vulnerabil...  )