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Summary: The global race for the AI app layer is still on Crunch

1. European cloud and AI applications have attracted 66% of the private funding that their American counterparts have in 2025, indicating a growing ecosystem of founders and investors in the region.
2. A new breed of AI-native applications has reached $100 million in annual recurring revenue in just a few years, demonstrating rapid growth and efficiency.
3. There's a shift in focus from foundation model companies to the application layer, with VCs actively seeking investment opportunities in product-centric offerings that leverage data effectively.
Summary
European cloud and AI applications received 66% of private funding compared to their American counterparts in 2025, signifying a burgeoning ecosystem of founders and investors. Rapid growth is evident as new AI-native applications surpassed $100 million in annual recurring revenue within a few
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ID: c200898a-f735-452c-9d72-43b300a65c74

Category ID: listed_summary

URL: https://techcrunch.com/2025/11/11/the-global-race-for-the-ai-app-layer-is-still-on/#summary

Date: Nov. 12, 2025

Notes: 2025-11-12

Created: 2025/11/12 16:42

Updated: 2025/12/07 22:18

Last Read: 2025/11/12 18:05