A Sifted article reports a US investor's argument that Europe's next wave of big companies is likely to come from the artificial intelligence sector, with DeepMind serving as a particularly strong talent pool. The investor's case rests on the idea that DeepMind has trained a generation of founders and engineers who are now ready to build ambitious startups.
According to the article, this pattern could mirror how other major tech ecosystems emerged from a single anchor company. The investor reportedly believes that the combination of AI expertise and European research strengths gives the region a realistic shot at producing companies of global significance.
The piece is based on one investor's perspective, so it is not a prediction of certain outcomes. But it suggests that Europe's next big companies may not come from the usual consumer or enterprise software categories, but rather from deep tech and AI.