Watch Episode 1 of our Odyssey series made with Grok Imagine. Let us know in the comments if you'd like a full breakdown of how it was done! Creative collaboration with @WonderStudiosX and director Dev Walker @glumlot_

I am worried about the future in Europe right now. There are no foundation AI labs here. There are no GPU fabs here (despite having ASML) and no plans to build or upgrade any foundry with sub 7nm capabilities (despite EU CHIPS act). There is no energy policy for the power AI data centers need. There are pockets of excellence but the strategic foundations are totally missing. Doing any work at the technological frontier of tech from manufacturing to robotics to AI is dependent on Asia and the USA (try making an autonomous robot without chips and GPUs from Asia or training one without AI models and compute from USA). Why is Europe so out of the loop (building 12-28nm fabs in Dresden, WTF are we gonna do with these?)? How do we get on track?

Europe Forgot the Lesson the 1970s Oil Shocks Once Taught The continent answered with reactors, pipeline diplomacy, and offshore drilling, then spent three decades neglecting and dismantling everything it had built. a mega🧵inspired in part by my conversation with Doomberg. The European response to the OPEC embargo was an impressive mobilization that moved decisively and pragmatically taking advantage of the unique conditions available throughout the bloc. France moved decisively launching the The Messmer Plan in direct response to the oil shock. It remains the fastest large-scale nuclear buildout in history. France had little domestic oil, but it had everything else the program required: a large corps of state-trained engineers produced by the Grandes Écoles, heavy industrial capacity rebuilt under the postwar dirigiste economic model, and a nationalized utility in Électricité de France (EDF) already accustomed to executing at the direction of the state rather than waiting on market incentives. Its political class drew the logical conclusion: electrify aggressively around a domestic nuclear base, using a standardized reactor designs that a purpose-built supply chain could replicate at pace. Space heating, water heating, rail and significant portions of industrial process heat were shifted onto the grid as the fleet came online, deliberately substituting domestic electrons for imported hydrocarbons across as much of the economy as the technology of the era allowed. The result over roughly twenty years was 54 operating reactors, an electricity system generating around 75 percent of its output from nuclear, net electricity exports to neighbours who had made different choices, and as an unintentional side effect a per-capita carbon footprint in the power sector that remains among the lowest in the developed world.