Europe and the new AI application layer

By McKinsey & Company.

The email is signed by Brendan Gaffey and Michael Park, global leaders of McKinsey's Technology, Media and Telecommunications (TMT) practice, who present it as a roundup of the sector's latest insights.

The featured piece is titled "Europe's new AI edge? The emerging application layer opportunity." According to the only content excerpt included in the body of the email, as companies move from experimenting with AI models to redesigning their workflows, new McKinsey research suggests that Europe could be well positioned for this new era of AI applications, that is, the layer of software and products built on top of foundation models.

The email itself does not explain which specific factors would account for this European advantage (talent, regulation, industrial sectors, investment, etc.). That analysis appears only in the full linked article, whose content is not available in this message, so the summary cannot be expanded without speculating.

Under the heading "Also Consider," the newsletter lists two other McKinsey articles as suggested further reading: "Beyond the copilot: Scaling the agentic product development life cycle" (on how to scale the product development life cycle toward agentic models, beyond the simple copilot) and "The cost of intelligence: How CIOs can manage AI demand at scale" (on how chief information officers can manage growing AI demand at scale within their organizations). The email gives no further detail on these two pieces beyond their titles.