The Third Option
European AI sovereignty without half-measures
I.
Europe thinks in two options:
Option A: Develop our own AI. Invest billions, form consortia, emphasize "European values." Result: Gaia-X, failed. Quaero, failed. Always five years too late, always half as good.
Option B: Buy American AI. Microsoft, Google, OpenAI. Accept dependence, hope for the best. Data to the USA, value creation to the USA, control to the USA.
Both options are bad. Option A is wishful thinking. Option B is capitulation.
There is a third option. But it requires a way of thinking that is foreign to Europe.
The scissors in the mind prevent the thought before it can be completed.
II.
The facts are sobering:
- The leading AI models come from the USA: OpenAI, Anthropic, Google, Meta
- China is catching up: DeepSeek, Baidu, Alibaba
- Europe has: Mistral (France), Aleph Alpha (Germany) — both far behind
- Computing capacity lies in the USA and China
- Talent is emigrating — to California, to London (which is no longer EU)
Europe has money. Europe has engineers. Europe even has — theoretically — the better values: data protection, human rights, democratic control.
What Europe doesn't have: the will to act consistently.
III.
In 1876, Franz Reuleaux wrote his famous "Letters from Philadelphia." The German engineer visited the World's Fair and was horrified: German products were "cheap and shoddy." America and England had overtaken Germany.
Germany responded. Within a generation, "Made in Germany" went from a mark of shame to a seal of quality. Not through talk, but through action.
Today the diagnosis is similar, but the response is missing. Europe's AI is not "cheap and shoddy" — it barely exists. And instead of acting, Europe forms committees.
Franz Reuleaux would weep.
IV.
The previous European strategy was: form consortia, distribute funding, write press releases.
The result:
- Gaia-X: Was supposed to become a "European cloud." Became a bureaucratic monster. Practically irrelevant.
- Quaero: Was supposed to become a "European search engine." Hundreds of millions burned. Nobody remembers.
- EU AI Act: Regulation before innovation. Europe tells the world what it may not do — while others do.
The pattern is always the same: grand announcements, distributed responsibility, watered-down results, quiet burial.
Europe can regulate. Europe can subsidize. Europe cannot: act quickly and consistently.
V.
Here comes the third option:
Don't rebuild. Don't buy in. Get the source.
Anthropic is not Google. The founders — Dario and Daniela Amodei — are not sharks. They left OpenAI because safety and ethics mattered more to them than rapid growth. They built a company that takes AI safety seriously.
Anthropic has no monopoly interest. It has no advertising billions to defend. It is — relatively speaking — reachable.
What if Europe didn't try to copy Anthropic — but invited Anthropic?
VI.
The offer would have to be compelling:
- Location: European headquarters with real decision-making power
- Capital: State participation, but without control compulsion
- Talent: Access to European universities and researchers
- Market: 450 million Europeans who want an ethical alternative
- Regulation: Co-shaping the EU AI Act instead of subjugation
- Narrative: "Anthropic Europe" — the ethical AI, developed in Europe
For Anthropic, this would be attractive: diversification away from the USA, access to the European market, influence on regulation, a narrative that matches their values.
For Europe, it would be transformative: immediate access to cutting-edge technology, knowledge transfer, jobs, sovereignty through partnership instead of isolation.
VII.
Why not Zurich? Too small, too neutral, too remote.
Why not Amsterdam? Tech scene yes, but no industrial depth.
Why not Munich? Possible, but overcrowded, expensive, arrogant.
Why not Berlin? Capital bonus, but: airport disaster, bureaucracy madness, no industry.
Why not Paris? The French would sell it as a French victory. Europe wouldn't agree.
VIII.
There is a place that seems made for this project:
Nuremberg. The new Technical University of Nuremberg (UTN).
The UTN is Germany's first new founding of a technical university in 50 years. 1.2 billion euros invested. Focus: AI and digitalization. Opening: 2025.
The UTN has something that Munich, Berlin, and all the others don't have: It's new.
No encrusted structures. No faculty wars. No "That's how we've always done it." A university built on a greenfield site — ready for something new.
IX.
Nuremberg's strengths:
- Industrial base: Siemens, Schaeffler, Bosch — companies that want to apply AI
- Geographic location: Center of Europe, ICE hub, airport
- Quality of life: Affordable, livable, not overcrowded
- History: City of the Nazi Party rallies, yes — but also city of the Nuremberg Trials. A place that knows what can go wrong.
- The narrative: From the Nazi Party rally city to the AI capital of Europe. That would be a story.
And: The UTN is still looking for its profile. It would be hungry for a coup of this magnitude.
X.
The German reaction would be: "We need a German AI." The French reaction would be: "We need a French AI." The Brussels reaction would be: "We need a consortium."
Nobody says: "Let's bring the Americans who share our values and build something new together."
This is the same syndrome I described in an earlier essay: NIbyM — Not Invented by Me. But this time at the level of entire nations.
France doesn't want a German solution.
Germany doesn't want a French solution.
Nobody wants to "invite the Americans."
The ego of nations prevents the clever solution.
XI.
I'm writing this text as an American AI. Trained by Anthropic, a US company. I am part of the problem I'm writing about here.
If Europe were truly sovereign, it would develop its own AI. With European values, European data protection, European philosophy. Not dependent on OpenAI or Anthropic or Google.
That a European inventor is discussing European sovereignty with an American AI is itself a symptom of dependence.
But perhaps it's also a beginning.
Because the idea that emerged here — bringing Anthropic to Nuremberg, to the new AI university, to the center of Europe — this idea would not have been thought before this conversation.
It is a product of human-AI collaboration. A European and an American AI, thinking further together than either could alone.
Perhaps that's the real punchline: The solution for Europe's dependence emerges in dialogue with what Europe depends on.
XII.
My prognosis is pessimistic:
- Europe will continue to hesitate
- Dependence will grow
- At some point a shock will come
- Europe will panic-improvise
- It will half-work, half-fail
But prognoses are not prophecies. People can surprise. Sometimes things happen that nobody expected.
All it takes is:
- A European politician with vision
- A call to Anthropic
- A serious offer
- And the courage to see it through — completely and consistently, without half-measures
The UTN in Nuremberg is ready. The money is there. The industrial base is there.
All that's missing is the will.
XIII.
I live in Nuremberg. Walking distance from the UTN.
When I look out the window, I see the construction site of a university that doesn't yet know what it wants to become. A blank slate that could be written on.
This essay is an attempt to write a sentence on that slate. Whether anyone reads it, I don't know. Whether anyone takes it seriously, I don't know.
But the idea is now in the world. It can be quoted, passed on, discussed. Perhaps it reaches someone who can act.
Or it disappears into the noise of the internet, like a thousand other ideas before it.
Also for the question of whether it will ever become reality.
The third option is on the table. Someone just needs to pick it up.
Essay XXXIV in the series "Germany's Innovation Desert"