51–60 of 437 posts
I don’t really get why ASML is putting money into Mistral AI. ASML is specialized in lithography machines. Mistral, on the other hand, is yet another LLM startup. What’s the actual synergy here? The closest angle I can imagine is that AI workloads drive demand for more chips, but I believe ASML is already selling everything it can make.
The most strategic move ASML can make is change its licensing structure such that Apple will have to pay 30% of their revenue for using their Fab platform.
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Are they the best European option, though? I haven't checked, but surely there's at least a few services hosted in the EU offering DeepSeek etc inference.
I'm pretty sure Europe doesn't want to cede AI development entirely to China.
I truly do not see the USP for Mistral other than being based in EU. It's former USP of setting up their models on-premises for clients is now moot with the proliferation of open frontier models. I'd love to be proven wrong but I don't see a path forward for Mistral at this point, given how far they're behind and their overall lack of competitive advantages for an AI Lab like access to hardware, cheap energy or a mas…
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I'm pretty sure Europe doesn't want to cede AI development entirely to China.
Don't get me wrong, I do wish Mistral's models were competitive with the Chinese ones. But right now, they simply aren't, and might never be in the future. If you want the best option available while keeping your data within the EU, running a Chinese open weights model on hardware within the EU is likely the way to go.
I don’t really get why ASML is putting money into Mistral AI. ASML is specialized in lithography machines. Mistral, on the other hand, is yet another LLM startup. What’s the actual synergy here? The closest angle I can imagine is that AI workloads drive demand for more chips, but I believe ASML is already selling everything it can make.
BTW, I generated that list by asking my default search engine, which is Mistral Le Chat: indeed, using Cerebras chips, the responses are so fast that it became competitive with asking Google Search. A lot of comments claim it is worse, but in my experience it is the fastest, and for all but very advanced mathematical questions, it has similar quality to its best competitors. Even LMArena’s Elo indicates it wins 46% of the time against ChatGPT.
[0]: https://mistral.ai/fr/news/mistral-ai-raises-1-7-b-to-accele...
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I was about to post something similar. Sure, there are preferences and power users are aware which model does things better for their workflow, but for an average user, just giving them a chat box and any latest model from any of the providers would be adequate. They might notice a thing or two being different, but at the end of the day there is almost no sticking point once you take out chat history out of the equat…
Claude Opus 4.1 is way above the others in terms of quality of the answers (especially for programming)
Leaderboards like LLM arena show this and effectively rank all latest models within 20-30 points, which is almost a coin flip. 30 point difference in Elo rating is ~55%/45%, so out of 11 answers, you might prefer 6 from best model, and 5 from worst.
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They’ve built performance, enterprise utility, privacy, sovereignty, open innovation and strategic partnerships into their core story. It's quite a list. The models are opensource, Voxtral outperforms Whisper in terms of accuracy. There is no AI company like Mistral.
They built a fork of LLaMA, claimed tech as theirs; the punishment: receive 2B as funding
It would not surprise me, why would they build from scratch, every LLM is a "fork" of gpt. Did they not come up with the mixture of expert idea though ?
I truly do not see the USP for Mistral other than being based in EU. It's former USP of setting up their models on-premises for clients is now moot with the proliferation of open frontier models. I'd love to be proven wrong but I don't see a path forward for Mistral at this point, given how far they're behind and their overall lack of competitive advantages for an AI Lab like access to hardware, cheap energy or a mas…