Comment by danmaz74

19 days ago

By the way, the emergence of LLM coding tools could make it even easier than before to reduce that dependence, as the cost of reproducing many of the mature technologies is going to cost less than it would have before. Ironically, doing that may require using US tools (like Claude Code), at least for now, but it could be a very interesting evolution/opportunity for Europe.

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danmaz74

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petcat  19 days ago

> the emergence of LLM coding tools could make it even easier than before

I find this highly optimistic. It will take years, maybe decades for EU to replace US clouds and tech. And if they're going to do it with LLMs, then it will take billions of euros in devs and tokens (again, all going to US tech companies).

Meanwhile, USA continues to strategically re-home TSMC to Arizona whilst simultaneously make huge investments to invigorate Intel and Micron.

Over the last decade USA and China have doubled-down on massive investments to out-compete each other while the EU seems like it's struggling to understand where to even begin.

  • johnnyanmac  19 days ago

    > USA continues to strategically re-home TSMC to Arizona whilst simultaneously make huge investments to invigorate Intel and Micron.

    Oh don't worry, Trump's already kneecapped both of those for a decade to come from 2025's actions alone. Y'all got time to catch up.

    China, much scarier. But we all kinda let that happen over 30 years. Too late to complain now. I'd say we work together but uhh... I think we both understand (or rather, fail to understand) modern US policy these days.

raw_anon_1111  19 days ago

Yes, I can see Claude Code making it easier to reproduce - Redshift (or Snowflake) - or anything else you need to be reliable and performant at scale.

  • vjerancrnjak  19 days ago

    Both products are nothing but reliable. Redshift can’t even go around partitioning limits, or S3 limits.

    But what’s funny is that Claude Code is from US company so can’t be used in a boycott scenario