It's not about class, it's about the EU falling back in tech.
Is there a EU alternative to Anthropic's Claude?
Because for Facebook, Google and such one can agree that these are not in everything beneficial, but there are also no EU companies like Intel, AMD, or EU companies like MS and Apple.
It just doesn't seem the EU (yes, taken together) is going a better path, it's just falling back.
And now a big change is happening, and whether it's a crash or a jump forward is unclear. Plenty of bets are that it's the latter.