Yannis Varoufakis je pravilno ugotovil, da po UI revoluciji DeepSeeka nič več ne velja stara krilatica:

Amerika inovira, Kitajska kopira, Evropa regulira.

Pač pa je novo dejstvo:

Kitajska inovira, Amerika kopira, Evropa stagnira.

Evropa je razvojno mrtva. Že nekaj desetletij so evropska podjetja zgolj ohranjala obdtoječe tradicionalne industrije, kolikor se je dalo. Če karikiram, umrla je tekstilna industrija, ohranila se je avtomobilska industrija, evropska podjetja niso ustvarila nič novega. Toda tudi avtomobilska industrija se je ohranila le do tehnološko – energetskega šoka. Prvič, do trenutka, ko je bilo treba na nove izzive (podnebne spremembe) odgvooriti z novimi tehnologijami. ZDA in Kitajska sta nanj odgovorili z inovacijami pri električnih avtomobilih in baterijah, Evropa tega ni zmogla. In drugič, tradicionalna industrija je dobila drugi smrtni udarec z energetsko krizo, torej s tem, ko je v času ukrajinske krize (že pred napadom Rusije na Ukrajino) igrala po ameriških notah in prostovoljno vzela nase breme energetskih (in drugih) sankcij proti Rusiji. S tem je potrojila ali celo početverila cene plina in podvojila cene elektrike za svojo industrijo.

Evropa je ubila svoje gospodarstvo z neinovativnostjo, energetskim samokaznovanjem in z hiper regulacijo (GDPR, zamaški na plastenkah, plastične slamice, visoki davki, politika državnih pomoči itd.).

Pred dvema dnevoma je Evropska komisija objavila t.i. Kompas konkurenčnosti (ki je sicer že nekaj časa na njeni spletni strani). Na prvi pogled gre za program konkurenčnosti, ki za 10 let zaostaja za kitajskim Made in China 2025. Vendar zgolj po ciljih, ne pa tudi po načinih izvedbe. Trije okvirni cilji so:

• Closing the innovation gap: The EU must reignite its innovation engine. We want to create a habitat for young innovative start-ups, promote industrial leadership in high growth sectors based on deep technologies and promote the diffusion of technologies across established companies and SMEs. In this respect, the Commission will propose ‘AI Gigafactories’ and ‘Apply AI‘ initiatives to drive development and industrial adoption of AI in key sectors. It will table action plans for advanced materials, quantum, biotech, robotics and space technologies. A dedicated EU Start-up and Scale-up Strategy will address the obstacles that are preventing new companies from emerging and scaling up. A proposal for a 28^th legal regime will simplify applicable rules, including relevant aspects of corporate law, insolvency, labour and tax law, and reduce the costs of failure. This will make it possible for innovative companies to benefit from one single set of rules wherever they invest and operate in the Single Market.

• A joint roadmap for decarbonisation and competitiveness: The Compass identifies high and volatile energy prices as a key challenge and sets out areas for intervention to facilitate access to clean, affordable energy. The upcoming Clean Industrial Deal will set out a competitiveness-driven approach to decarbonisation, aimed at securing the EU as an attractive location for manufacturing, including for energy intensive industries, and promoting clean tech and new circular business models. An Affordable Energy Action Plan will help bring down energy prices and costs, while an Industrial Decarbonisation Accelerator Act will extend accelerated permitting to sectors in transition. In addition, the Compass foresees tailor-made action plans for energy intensive sectors, such as steel, metals, and chemicals, sectors which are the backbone of the European manufacturing system, but are the most vulnerable in this phase of the transition.

• Reducing excessive dependencies and increasing security. The EU’s ability to diversify and reduce dependencies will hinge on effective partnerships. The EU already has the largest and fastest growing network of trade agreements in the world covering 76 countries that account for almost half of the EU’s trade. To keep diversifying and strengthening our supply chains, the Compass refers to a new range of Clean Trade and Investment Partnerships to help secure supply of raw materials, clean energy, sustainable transport fuels, and clean tech from across the world. Within the internal market, the review of the Public Procurement rules will allow for the introduction of a European preference in public procurement for critical sectors and technologies.

Gre za še en tipičen 5-letni program vsake nove Komisije, ki na veliko motovili z velikimi besedami in novimi slogani, iz katerih pa se nato ne izcimi nič. In tako že 30 let. Vsak tak program ubije evropska regulacija (politika konkurence in politika državnih pomoči, ki v nasprotju z duhom državnih subvencij ne dopuščajo, da bi katero podjetje res dobilo prednost pred drugimi), hiper administriranost vseh postopkov, visoki davki in neobstoj delujočega kapitalskega trga.

Podrobneje se bom s primerjavo zadnje evropske programske domislice s kitajsko (2015) in amriško (2022) pozabaval v naslendjih dneh.