Sam Schechner

Well, something does seem different in the air right now.

Certainly after the dust-up that maybe isn't quite over around Greenland, and in general since the arrival of President Trump, I think leaders in Europe have really started to question this transatlantic relationship, which, while at times tense, has always been

friendly enough to say when push comes to shove, we can rely on their tech.

And now in recent weeks, you start to hear more seriously this conversation of like, well, what would we do if our tech was cut off, if we no longer had access to our email or to our cloud storage or to all of these things that American companies provide in Europe?

Well, the thing that these countries are confronting is that

it is a very, very big lift to separate from U.S.

tech.

The dependency is just so enormous, not just in Europe, but throughout the Western world, that we're talking a project of decades, not something that you can do over the course of a few months.

And so an announcement like what France has done with new video conferencing software, or they have a kind of Google Docs replacement, I mean, those are achievable things, right, to get your government

you know, bureaucrats and other ministries working on a homegrown solution.

And it's probably smart because if stuff did get cut off, you really don't want your government to be totally without any solutions.

And if you look at the market share just for cloud services, cloud infrastructure in Europe, you know, big data centers, what you have is the top five American providers have

something like 83% market share, according to IDC.

That's something that's gonna take a long time to shift.

I mean, I think they take it super seriously.

Europe represents for these big companies upwards of a quarter of their revenue.

I mean, it's no joke.

It would be a bloodbath if they were cut off somehow from Europe.

And this has been the case for quite some time.

So they take it very seriously.