I love that there is a lot more enthusiasm about OSS adoption within EU software devs, but at a population or government level there doesn't appear to be any coherent strategy to gradually replace US tech other than these knee-jerk headliner moves that don't move the needle much.
As a software consumer I would love it if there were open-first software standards adopted within this large of a population that would force US Big Tech to actually compete rather than rest on their monopoly power. But I am pretty skeptical and pessimistic about this actually being able to happen, given the historical failures of the EU.
I have to do my patriotic duty to remind you that SAP is the 6th/7th largest software company in the world by market cap. I know not as exiting as notepad with AI but they do exist.
That said US software giants are a disease for democratic societies. If Europe wants software sovereignty we don't need "significant large software companies" we need a hundred medium sized ones that reflect the diversity of the dozens of nations on the continent. We don't need gilded age robber barrons owning the largest communications network shaping politics. We need a democratic genuinely market respecting solution, we don't need to emulate the techno-feudalism of the US or China.
Europe needs in fact to be more ambitious than to build its own Microsoft. We need a genuinely open ecosystem which is not going to have as its goal to extract value out of its users.
Sure, but can you be honest and admit that you don't have any of this yet? Just to take a simple thing like messaging, Europeans mainly use WhatsApp (US), FB Messenger (US), and Telegram (Russian) to communicate.
> SAP is the 6th/7th largest software company in the world by market cap
Okay I will give you that one. Market cap doesn't always equal ubiquity though; ask your non technical (or even most of your technical) friends what SAP does and you will get blank stares. Ask them what Microsoft does and you will usually get a reasonable answer that's not "Notepad with AI".
Because it's very hard to compete against monopolies when there are network effects. What you can do is regulate them. The US government has been working very hard in the last decades to prevent that.
Recommended: https://pluralistic.net/2026/01/01/39c3/#the-new-coalition
I don't think the thing holding back Europe's tech market is that the US encourages allies to not allow backdooring proprietary software, or the cries that it's unfair that the US doesn't strangle their own tech market with equally burdensome regulation. The problem Europe's tech industry has faced is that the EU killed it in the crib with regulations, and now there's more fear of "what if there are bad side effects in being successful" than there is fear of never being successful.
Yes, it'd be great if there was a thriving market of mid-sized EU tech companies working in a well-regulated and consumer friendly market. There just isn't, though. I'm generally a fan of Doctorow, but the idea that the EU is just a few hackers reverse-engineering a new client for teams/youtube/whatsapp away from that world is hard for me to see.
"Encouraging allies" is a pretty damn generous interpretation of it.
Regarding what's "holding back Europe's tech market", I think that Europe has a different culture. Not having big monopolies is a feature, not a bug. In that sense, the regulations don't fail.
But it is very difficult to compete with monopolies unless you become one and lock your position. If the regulations prevent that (and again, that's a feature), then it becomes impossible.
Trying an analogy:
If we impose strict animal welfare rules on our own chicken farmers, that's a feature. But if we then allow unlimited imports of cheaper chicken raised with no such rules, it becomes unfair to our farmers, doesn't it?