Thorsten Meyer analyzes Jack Clark’s recent forecast, revealing a 60% chance of AI R&D automation by 2028 or a fundamental paradigm shift delaying progress.
The Latest
The Ghost Story Became a Forecast.
Anchor. The Schwarz Group model.
Schwarz Group’s €11B investment in a data center campus exemplifies a scalable industrial-anchor AI model in Europe. Its replication is structurally limited.
Saturation. The ten-essay framework, closed.
The ten-essay framework on European sovereign AI has reached a saturation point, with no further structural insights expected before key 2026 deadlines.
EuroHPC. The compute substrate.
An analysis of EuroHPC’s compute substrate, its current capabilities, structural challenges, and implications for Europe’s AI ambitions amid ongoing developments.
Portfolio. The synthesis.
A comprehensive analysis of six European institutional AI projects reveals a strategic framework ahead of the August 2026 EU AI Act enforcement.
Q3 2026 SaaS Earnings Pre-Brief: The Litmus Test for the Agentic-Disruption Thesis
Upcoming Q3 2026 SaaS earnings reports will test the industry’s shift toward consumption-based AI models and agentic disruption, impacting valuations and strategic directions.
Apertus. The architectural template.
Apertus, a Swiss federal-research AI model, introduces a new structural approach aligned with European regulations, emphasizing openness and multilingual support.
Forward-Deployed Engineer Economics 2.0: The Unit Economics Math, Six Months Later
Six months after initial analysis, FDE unit economics reveal profitability at scale but risks at lower levels, impacting enterprise AI deployment strategies.
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