Okay, **** Paradox. Apparently trading companies spawn immediately when Europeans sit next to non-Europeans in Africa or Asia. I put down a colony next to the Portuguese colony at the Cape. It was literally the only other settled province between Kongo and Mutapa and it was in a trading company on day 1 after finishing. Which meant I couldn't westernize after all. I'd have to, I don't know, sneak in a province in Brazil or something to maybe succeed at it. And with the ridiculous penalties people beyond the Muslim tech group gets, that's basically just a huge **** you to people wanting to play East Asians or Indians.