In this special audio-only episode, I sit down with Laurent Allard for a sharp conversation about Europe, cloud, AI, and what hosting companies still do not want to admit. We touch on sovereign cloud, hyperscaler dependence, why AI is not the easy revenue story many hope for, and where European providers may still have a real chance to build something strong. If you care about where hosting, cloud, and infrastructure are heading next, this one is worth your time.