🟢 10 Strategic insights for 2025 - 9. The battle for the rails
Europe spent ten to fifteen years dreaming of startups while the next battle for tech supremacy was already waged elsewhere, on the new "rails" and critical infrastructure.
The core insight
The next big thing in tech—AI, quantum computing, clean energy—isn’t just a race for innovation. It is, first and foremost, a full-on geopolitical showdown. Technology was never about gadgets or software; it’s a key asset in the power game between nations. And these nations aren’t just competing for market share; they’re competing for global dominance on who will own rails on which tech runs.
