It’s fashionable to dunk on Europe, especially in tech circles. Post something dismissive about European regulation, talent drain, or the absence of a homegrown Meta, and watch the engagement roll in on X. It’s easy content but increasingly irrelevant to what’s actually happening on the ground.
Yes, Europe has struggled to produce tech giants at American scale. It has relied heavily on US infrastructure, from cloud providers to social platforms. That much is fair.
But to reduce the continent to a punchline is to ignore the companies that have already broken through: Spotify, Revolut, Klarna, Oura, Mistral, Helsing, Lovable. These aren’t flukes. They’re proof that European founders can build globally relevant technology companies, even if the surrounding ecosystem hasn’t always made it easy.
And right now, the ecosystem is shifting fast.
The geopolitical catalyst
The war in Ukraine kick-started a reintegration of the European continent that had stalled for decades. It forced hard conversations about energy independence, defence production, and strategic autonomy. And then, just as Europe began moving, its biggest ally started acting like an adversary. There is nothing rational about Donald Trump’s attacks on European allies in his pursuit of Greenland. But irrationality is contagious, and Europe is catching it in a good way.
This matters for founders because irrationality is the requirement for ambition. It’s irrational to invest money in most startups, but somebody has to do this.
Previously, building European AI infrastructure, defence technology, or sovereign hardware seemed like a fool’s errand. Who would buy it, other than a handful of national government apparatuses? Now these categories are suddenly urgent. Governments are writing checks. Enterprises adjust their purchasing. The market for European-built critical technology has shifted from “nice to have” to “strategic necessity” almost overnight.
The categories that struggled to attract funding and attention just a few years ago now have both. And the talent is there. Europe produces world-class engineers, researchers, and operators. What it has historically lacked is the narrative permission to build big and think strategically. That permission is now being granted, not by investors or institutions, but by geopolitics itself.
Stop seeking validation from Silicon Valley
European founders are operating in a hostile communications environment, especially online. The dominant tech discourse is American, and it’s increasingly polarised against Europe. Both sides of the Atlantic are becoming more radical in how they talk about each other. Just browse any discussion thread.
The instinct for many European founders is still to seek validation from Silicon Valley. Chase US media coverage, get noticed by American influencers and measure themselves against YC benchmarks. But the playbook that worked for consumer social and SaaS apps doesn’t apply to defence tech or critical infrastructure. American VCs and tech influencers are optimising for outcomes that have little to do with European strategic needs.
Your audience is not Silicon Valley. Your audience is European users, customers, enterprises, and the emerging defence and infrastructure ecosystem that’s forming right now. European founders should focus their energy there: documenting their journey, building in public selectively, and creating a narrative of European technological sovereignty that resonates domestically.
Sell the vision, not the spreadsheet
When I look at European startup decks, even at the Seed stage, I often find something closer to a private equity than a venture pitch: P&Ls, detailed business plans, competitor matrices. Meanwhile, their American counterparts lead with the product, the team’s pedigree, and the sheer vastness of the opportunity. Partly this reflects what European investors have historically demanded. But founders can shape this dynamic rather than just respond to it.
This spreadsheet-first mentality then bleeds into how founders talk about their companies publicly. I’ve seen unicorn exits built by the archetypal “engineer” founder who’d rather code than sell, so it’s not a hard blocker. But it makes it much harder to compete against ambitious Americans who lead with vision, raise the most capital, hire the best people, and scale aggressively. The good news is that the tide seems to be shifting. In the last year or two, I’m seeing more and more European founders state wildly ambitious goals without qualifying them with a disclaimer. I hope this continues.
The goal is to find the balance between outrageous and possible, and build your entire story around that.
Power the flywheel
Once you have the story, you need to feed it constantly. This means shipping and sharing: finding the most exciting thing that happened in the past week and putting it out immediately. Product updates, new customers, partnerships, and user testimonials. You need a steady stream of these to keep shaping your narrative and powering the flywheel of attention, credibility, and momentum.
Share everywhere. Start with the channels where you already have an audience, but don’t limit yourself. Long-form opinions belong on Substack. Product demos belong on X and LinkedIn. Founder reflections belong on podcasts. The point is not to pick one channel but to match the right format to the right venue and be relentlessly consistent.
This means engaging the local media ecosystem, both traditional outlets and the new wave of podcasts, newsletters, and live shows that are hungry for authentic founder stories. Give them access. Share your wins. You’re building something together.
Pick your fights wisely
European founders shouldn’t be afraid to attack the true relics holding the continent back. German notaries require physical presence for routine business filings. GDPR implementations are so complex that only Google and Meta can navigate them through armies of expensive lawyers. These are real obstacles, and calling them out is fair game.
But stop apologising for the regulations that actually work in Europe’s favour. The Digital Markets Act is forcing American Big Tech to open its products and enable local competition. That’s industrial strategy. China’s Great Firewall, for all its problems, enabled the country to build an independent tech ecosystem worth hundreds of billions of dollars and millions of high-paying jobs. Europe doesn’t need a firewall, but it does need founders who understand that regulatory leverage is a competitive tool, not something to be embarrassed about.
The founders who spend all their energy complaining about European regulation on X are performing for the wrong audience. The founders who learn to use regulation as a strategic advantage will build the companies that matter.
Look at what Andreas Klinger has done with EU Inc. He almost single-handedly willed a simplified pan-European business entity into existence by rallying founders and investors around a shared cause. That’s what it looks like when a founder turns frustration into a movement.
Europe’s Sputnik moment
The realignment happening right now is creating a window for European tech that may not stay open forever. The founders who recognise that geopolitics matters more than X discourse, build for European customers, seed their own narratives, and stop waiting for recognition from Sand Hill Road have a chance to define the next era of European technology.