Conviction Thesis Thesis 001

Published research

Theses

Long-form, future-state research. Each issue argues a single thesis, tests what must be true for it to emerge, and ends with a selective Ownership Blueprint.

Conviction Thesis 001 · July 2026

Industrial Intelligence

Europe's AI Sovereignty Layer

Europe has been told it lost the AI race. On the visible scoreboard it has. A second race is forming beneath the first — in factories, grids, robots and defence — and the durable value may accrue to the industrial-intelligence layer Europe still owns in depth.

Issue 00115–20 min read8 assets underwrittenOwnership Blueprint
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Conviction Thesis 002 — in preparation