How? If anything it seems like they are accelerating some processes - not least the export control over Fable just few days ago or the erratic behavior with the war with Iran
As an European, I really don't get where this strategy wants to take the USA to. It's pretty clear everyone is getting scared about changes like this that happen overnight, without clear reason and completely unpredictable.
Business requires a stable environment, and Trump is making everything in his power to disrupt business stability. Ultimately, I see the rest of the world (especially Europe) relying less and less on US tech. The long term damage is done.
All the US companies that used to think about the entire world (minus China) as their market will figure out that it is much smaller then they used to think.
Take Tally (tally.so), the one I took the time to check.
In their footer they say: Made and hosted in the EU which technically it's not wrong, but since they are using Google Cloud and Cloudflare, they are not insulated from the effect of the CLOUD Act.
Either way, one of the most critical parts is that many are still hosting on Google Cloud, AWS or Microsoft, therefore you are not 100% insulated from Cloud Act.
This is reminding me when Chrome and Firefox where racing to release a new “major version” (at least from the semver POV) without adding significantly new functionality at a time that browsers were already becoming a commodity. As much as we don’t care anymore for a new chrome or Firefox version so will be the release of a new model version.
my 2 cents - Claude is not going after EVERY single SaaS (or maybe not yet), but after those products that are adopted by individuals that are keen at experimenting new tools (software engineers, designers etc etc).
At the same time I have the feeling Claude Design is more useful to get UI context closer to Code Claude then anything (and eventually some quick prototyping), but I might be wrong.
Either way, I've been trying to upload a 95MB .fig file and I get a generic error message without any information on the issue itself (is the file too big? not the right format? Tell me!)
I live in Berlin and it's quite common here. I personally cannot have it because my balcony has no railing but a low wall that doesn't allow me to hang the solar panel. Plus, you need a power socket easily reachable and that's also a blocker for me, otherwise I would have installed it.
(although you can say that Europe retained some manufacture capacity)