Laura Connell
25 Feb 2026Citrini’s Market, META gets OpenClaw’d, Gokul Joins Us
Laura Connell (Atomico): AI Infrastructure, ROI & European Trust
Atomico partner Laura Connell explains why AI's next phase belongs to infrastructure: an adoption gap between experimentation and quantifiable ROI, and a market regime shift away from cap-light SaaS toward repriced tangible assets. She argues trust in critical industries is earned through reliability and transparency rather than regulation alone, highlights European founders tackling hard industrial problems like PhysicsX and Qwerty AI, and discusses her Sifted piece on Trump's AI safety reversal creating openings for Europe.
25 Feb 2026Citrini’s Market, META gets OpenClaw’d, Gokul Joins Us
Laura Connell (Atomico): AI's Enterprise Adoption Gap and Europe's Infrastructure Shift
Atomico partner Laura Connell explains her November prediction that AI's next phase belongs to infrastructure and enterprise deployment, arguing the market is moving from experimentation to demanding quantifiable ROI. She describes a regime shift away from asset-light, long-duration SaaS models toward repriced tangible productive assets and European re-industrialization, and explains how compliance-heavy Europe can become a commercial edge in critical industries, citing portfolio companies like PhysicsX and Qwerty AI.