Summary3 min read

Podcast Summary: De 7 – 04/05/2026

Host: Bert Rymen
Guest: Jeroen Lemaire (CEO, In The Pocket)
Episode Theme: Weekly outlook with tech-CEO Jeroen Lemaire, focus on international trade tensions and Europe's AI policy

Episode Overview

In this episode, Bert Rymen is joined by Belgian tech CEO Jeroen Lemaire for a forward-looking discussion on the shifting global tech landscape. They dive into recent moves by President Trump to raise import tariffs on European cars and trucks, the strategic implications for Europe, and critically analyze the European Union’s approach to AI regulation versus technological capacity. The episode also highlights notable movements by major tech companies, explores France’s growing AI scene, and questions whether Europe can keep up in the AI arms race.

Key Discussion Points & Insights

1. Trump's Tariff Move and US-EU Tensions

[01:19–02:00] The discussion opens on President Trump’s new round of import tariffs targeting European autos and freight vehicles.
Lemaire notes Trump’s actions are driven by upcoming US midterms and a need to boost domestic popularity:

“Yeah well Europa is … Trump's dengue build at the deal. Marik dengnatzed the onseekeret is the Midterms.” (Jeroen Lemaire, 01:55)
The hosts characterize this as a "zero sum" approach and warn that these trade wars create a volatile environment for Europe’s social and economic stability.
Lemaire: "The America first president... and to make it look easy." (01:55)

2. AI Race: Europe’s Regulatory Focus vs. US Tech Power

Lemaire expresses concern that Europe is prioritizing regulatory frameworks for AI while lagging in fundamental computing power and infrastructure.
He argues the EU should shift its focus:

"EU moet minder focussen op AI-regels en meer op rekenkracht." (Synopsis, echoed in general tone throughout)
The hosts discuss how the US and China are investing heavily in AI hardware and talent, pulling ahead of Europe.

3. Major Tech Companies' Moves – Palantir, Pfizer, AMD & More

[07:22–08:00] Lemaire highlights how global players like Palantir, Pfizer, and AMD are pushing tech integration forward.
Special mention of Palantir:

"Yeah, Palantir is. The CIA. Did that happen. Since. Peter Thiel also the CEO Alex Karp … who impactful chatgpt … AI for all on an overhead obasis fund. Privacy surveillance and so forth."
Lemaire stresses Palantir’s AI-driven data business, strong Western alignment, and defense sector focus.

4. The Shift to In-House AI Platforms

[08:00–09:00] Lemaire observes a growing trend: companies building AI and data platforms internally instead of relying on external vendors.
He mentions how AI systems, like those from Palantir, are increasingly utilized for demand forecasting and operational efficiency.

5. European AI Landscape: A Focus on France

[14:28–15:30] The conversation shifts to Europe’s AI sector, with praise for the French government and its backing of Mistral AI.
Lemaire notes:

"The siemens shock heaved bond. Franz Mistral ausbuch build fund the AI sector. In Paris. That's not really good news [elsewhere]."
Despite French progress, Lemaire worries broader European AI investment is lagging far behind the US:

"AI investoring in the Amrikants? ... 100 milliarden Alenhal in Silicon Valley. Also Europa Oitnoch in the race will."

Notable Quotes & Moments

Jeroen Lemaire on Trump’s tariffs:

"The America first president... and to make it look easy." (01:55)
On EU AI policy:

"EU moet minder focussen op AI-regels en meer op rekenkracht." (Summary theme, throughout)
On US vs. EU AI investment:

"100 milliarden Alenhal in Silicon Valley. Also Europa Oitnoch in the race will." (15:15)
On Palantir’s role:

"Palantir heefte Hill warden proposisidaran anchorpost Nuisden spiller the AI for all on an overhead obasis fund. Privacy surveillance and so forth." (07:37)

Timestamps for Key Segments

[01:19–02:00] Trump’s tariffs and the looming EU-US trade war
[07:22–09:00] Big tech firms in the AI shift and building in-house AI infrastructure
[14:28–15:30] France’s Mistral AI and the broader European AI race

Overall Tone & Conclusion

The conversation is analytical, serious, and slightly urgent—reflecting concern over Europe's tech sovereignty and competitiveness. Lemaire calls for less bureaucracy and more investment in core technological infrastructure. The episode underscores how international politics and industrial policy are tightly intertwined with the future of tech in Europe.

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Transcript12 lines

[00:01]
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[00:04]
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v Meerwaarde ertei Delaware we commit, we deliver.
[00:12]
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[00:20]
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[01:20]
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The savor from the dead
[01:24]
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Gert de Tariven orlochtuss de vesn Europa deseweg truch of beeter trich van neut weche west flak for it social arm.
[01:55]
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Yeah well Europa is tell wasn't Trump's dengue build at the deal. Marik dengnatzed the onseekeret is the. Midterms. Of a new dip to record and as Falcon's impaling the kstresag passerev on Washington Post. Zero sum. Analysts. Over dur oli and sterk $. The America first president. And to make it look easy. The hudhuis fathers nied de general and dad heimte an elsitzat anti social is. Just.
[07:23]
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[07:38]
A
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[14:28]
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AI system van hept? Be vor built over mitos the AI tool van entropic.
[15:06]
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[20:43]
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We commit, we deliver.