Interview

Europe doesn’t want AI sovereignty — it wants US AI with a local postcode

Philipp Türker

Co-Founder, PandaOS

Marco Szeidenleder

Co-Founder, PandaOS

68 minHosted by Kim Isenberg and Peter Thum

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About this conversation

Europe talks constantly about AI sovereignty. But in practice, much of the continent still seems to want American AI with a European postcode. Kim Isenberg and Peter Thum sit down with PandaOS co-founders Philipp Türker and Marco Szeidenleder to examine what technological sovereignty actually means when European companies remain dependent on US models, cloud providers, chips, APIs and infrastructure.

Philipp and Marco argue that sovereignty should not mean owning every layer of the AI stack. It means keeping control over the systems and data that are essential to your business — and being able to switch providers without rebuilding everything. The real test: can you switch models or providers on a random Tuesday without everything breaking?

Topics

  • Why hosting an American model in Europe does not make it sovereign
  • Why owning your data should come before owning every AI model
  • Whether European models such as Mistral and Pharia can compete in real workflows
  • Why open models from China may create an opportunity for Europe
  • Self-hosting and local inference: where they make economic sense
  • Why many German companies default to restricted versions of Microsoft Copilot
  • Why Europe may have an advantage in specialized industrial models

Kim Isenberg is co-founder and Editor-in-Chief of Superintelligence, an AI newsletter published every weekday.

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