Palantir (PLTR) Executive Louis Mosley Says Europe Risks Repeating Its Internet Mistake on AI

Palantir's Europe Chief on AI

Louis Mosley, the executive vice president for the UK and Europe at Palantir (PLTR), warned in an interview published on Monday that Europe is making the same mistake with artificial intelligence that it made with the internet, ceding to the United States the companies that became the backbone of the digital economy. Where the US “got the internet right” and built businesses on it, Europe “missed the boat,” he said.

His case rests on two decades of divergence. Around 2000, Europe and the US were roughly comparable on GDP per capita, capital-market depth and the scale of their largest companies; since then, he noted, US growth has compounded while Europe has barely advanced by comparison. Earlier technology waves still produced European champions; the internet wave produced almost none, with chip-equipment maker ASML the rare exception and by far the largest European company, which in his reading confirms the value sits in tech. AI, he argued, will matter more still, yet European corporates stay on the sidelines with an attitude of “This is new, that means it could be risky. I’ll wait and see.”

Palantir builds the ontology and governance layer that lets governments and companies deploy large language models and AI agents on their own data across healthcare, industry and defense, running OpenAI, Anthropic, Gemini, Grok, open-weight or Chinese models interchangeably. That model-agnostic design is why he called the company “the purest proxy on public markets for the rate of AI adoption in an economy,” and with roughly 1,000 customers against a far larger market of complex organizations in allied countries, he sees the company as early. The bigger risk, in his telling, is political: a failure to explain why the technology improves lives. “In the end, I want to believe that good wins out over bad,” he said. The hostility has a crypto parallel: bitcoin miners were attacked over power use a decade ago, and many now face the same criticism after pivoting their sites to AI computing.

EU Firms Hit 20% AI Adoption

The statistics behind the warning are unflattering even as they improve. Eurostat, the European Union’s statistics office, reported in 2026 that 20.0% of EU companies used AI technology in 2025, up 6.5 percentage points from 13.5% the year before. The figures alone cannot measure how far European firms trail US buyers on enterprise adoption, but they sketch the caution Mosley describes. Adoption has climbed fast from a low base: a 6.5-point one-year gain still leaves most of the bloc’s firms without the technology, the same gap Mosley says risks a repeat of the internet era.

Public-sector contracts are where the friction he dismissed as a distraction concentrates. Campaigners object to the company’s defense and law-enforcement work, including surveillance software supplied to US Immigration and Customs Enforcement under President Donald Trump, targeting systems provided to the Israel Defense Forces and a contract with the UK’s National Health Service. “The issues that really get those people fired up are Gaza and Trump,” Mosley said, asking whether a politician would tell a constituent to wait longer for a hip operation because of a supplier’s unrelated foreign contracts.

The NHS dispute now runs on a procedural clock. The UK Parliament’s Health and Social Care Committee recommended in July 2026 that alternatives be readied for the Federated Data Platform, the system built to hold and connect NHS data and services, ahead of the contract’s February 2027 termination clause, citing data security concerns and public distrust. NHS England pushed back that control of data rests with each NHS organization and that the supplier cannot use it for its own purposes, while adding that performance changes since the platform’s introduction cannot be attributed to it with certainty. Palantir has maintained that the platform contributes to improved care; the termination clause falls due in February 2027.

PLTR Back Below $211.77

The interview doubles as a live test of the proxy claim, because the stock is the instrument traders use to price that adoption rate. COINOTAG data shows the shares last at $207.09, down 1.48% over 24 hours, after an intraday push to $213.16 carried the price above the $211.77 level our composite scoring rates as the strongest resistance at 76 out of 100. The retreat leaves the stock between that ceiling and the $199.43 support, scored 69 out of 100, with the daily RSI at 72.4 and the trend still pointing up. Trading has tested the nearest resistance since the news and held the higher support; a daily close back above $211.77 would extend the move, while losing $199.43 would break the current map.