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How new US tariffs are forcing Europe to rethink its entire tech stack

78 点作者 bulla大约 1 个月前

11 条评论

kfk大约 1 个月前
I run a small IT consultancy in EU mostly for companies with factories, so I have some biases. I have a few issues with the way IT leadership in EU has been running things the past 20 or so years:<p>- Absolutely 0 care for having a de-risked supply chain. In fact, IT leaders are extremely happy to have fewer and fewer suppliers, I think it is even one of their goals! And look at it now, what to do when 70% of your company runs on Microsoft and this happens?<p>- Buy always, no matter what the process is, just buy more tools. So what could have been 1 Python script now is a 5 years contract with yet another US supplier, all data stored in proprietary formats locked under complex APIs of course<p>- Bundle everything, and I mean everything, in the ERP. Make the ERP so big and complicated that adding anything to it requires tens, or even hundreds, of thousands of euros and multiple months of &quot;development&quot; (as an aside, did you know SAP ABAP code is stored in a database???)<p>- Lock yourself up completely with whatever Cloud provider you decide to use. Using AWS? Let&#x27;s do everything with lambdas! Because, who cares about being Cloud agnostic and de-risking your AWS investment?<p>- Never invest in your internal tech talent, always go after shiny new tech solutions that deliver at best 20% of what they promise, while good motivated employees could have delivered 80% at a fraction of that cost<p>- Never push back on business asking for specific tools just because the vendors of such tools are amazing at marketing. 90% of manufacturing companies could replace Salesforce with much simpler tools (who knows, maybe even EU based?) and save millions. But no, let&#x27;s go after brands and never consider the actual 1) business process we are trying to improve; 2) the reference architecture; 3) the underlying data we want to do CRUD on<p>The re-thinking of the tech stack is not a US tariffs issue, it is an IT leadership problem, and a serious one. The overwhelming lack of understanding of simple risk management strategies has gotten us here, EU companies should never, ever, have put themselves in this position in the first place.
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notachatbot123大约 1 个月前
It&#x27;s not the taxes, it&#x27;s the loss of trust and security.
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benwerd大约 1 个月前
This is broadly a good thing: it will lead to more competition and a more vibrant, diverse internet with a wider array of choices. It does, of course, suck for the companies that are used to being near-monopolies.<p>Which is not to say that the tariffs are a good thing at all, of course. But if it encourages international communities to build their own stacks and add them to the marketplace, that&#x27;s a really strong silver lining in my mind.
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jmull大约 1 个月前
Yep. I think package&#x2F;source repositories will need to add &quot;Political Sphere&quot; right next to &quot;License&quot; in the top-level information so tech people can choose the right dependencies. Companies&#x2F;projects will need to have a political policy just like they have a legal policy.
amazingamazing大约 1 个月前
Every continent will have its own cloud, and tech by the end of 2050.
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favflam大约 1 个月前
I believe politicians in the EU are chomping at the bit to get a digital services tax implemented against US big tech companies. I think Silicon Valley tech titans really screwed the pooch here.<p>They are going to be big targets for trade retaliation and I am not sure how much help the US government will be able to offer. Moreover, if the administration changes, the Democrats will absolutely take apart these tech companies.
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josefritzishere大约 1 个月前
This could be worse for the US economy long term than even tariffmageddon.
hingusdingus大约 1 个月前
What will be real interesting engineering problem to watch is where they physically host these new server farms for those services.
tbeseda大约 1 个月前
Is there a global provider for &quot;cloud functions&quot; (like Lambda) that isn&#x27;t based in the US or CN?
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rcarmo大约 1 个月前
This is not how hyperscaler economics works.
borisk大约 1 个月前
EU, UK, Switzerland, Norway have huge government innovation funds. Unfortunately they are mostly given to manage to politicians who are loyal, but not very bright, and possibly corrupt.<p>Now would be a perfect time to take advantage of the stupidity of Trump and channel these government investments into building European infrastructure providers (cloud and AI), but I very much doubt this will happen.<p>Without goverment support there is just no way in Europe to raise the capital that is required to compete with the American big tech.<p>EU assigned as commisioner of Startups, Research and Innovation a bulgarian politician called Ekaterina Zaharieva. Bulgaria is the poorest member of EU - shows you how much EU values startups, research and innovation.<p>On top of that Zaharieva is a member of the political party Gerb, well known for corruption. A few years ago somebody took pictures of their leader sleeping in his bedroom, surrounded with gold bars and stacks of euros. An ex-financial minister from Gerb is sanctioned for corruption under the Magnitsky Act.
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