Louis Mosley, Palantir's head of U.K. and Europe, warned that Europe is repeating its missed opportunity with the internet by approaching AI cautiously, while the U.S. is racing ahead in enterprise AI. He described Palantir as a proxy for AI adoption, pointing to strong U.S. commercial revenue growth while European companies remain hesitant. Palantir faces opposition in Europe over its defense and law enforcement work, including surveillance software for ICE, targeting systems for the IDF and a contract with the NHS, which Mosley says distracts from AI's potential to improve public services. He noted that Palantir has only around 1,000 customers, so he still sees it as early.
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