AI has made software development so cheap and fast that ambitious founders are shifting to deep tech and physical AI where technical challenges remain unsolved; AI itself accelerates hardwa…

Thomas argues AI has made software a commodity, driving ambitious founders toward deep tech where AI tools now solve hardware challenges faster and cheaper, creating untapped blue oceans.

AI has made software development commoditized, cheap and fast, driving entrepreneurs toward deep tech and physical AI where major pain points remain unsolved; AI itself accelerates hardware…

AI reduces software costs and speeds up development, enabling physical AI startups to overcome historical hardware and go-to-market challenges, thus accelerating innovation and investment o…

Europe's regulatory and market fragmentation hinders capital formation and causes startups to move HQs or cap tables to the US, but the same fragmentation creates unique localized pain poin…

Thomas observes that Europe's fragmented markets generate unique problems—like multi-language dubbing or cross-border currency exchange—that force founders to build globally scalable soluti…

European venture capital funds remain slow and fragmented, limiting their capacity to write large checks and compete with US investors for top startups, creating a structural headwind for t…

Thomas contends European VCs are structurally disadvantaged by slower decision-making and smaller ticket sizes at every stage, causing top European startups to either move HQ to the US or r…