101–110 of 437 posts
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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.
I wonder what it would cost Apple to recreate ASML.
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…
Does ASML's investment portend a pivot to specialized, on-prem, enterprise models? No need to be the frontier general knowledge or even coding model, but instead an EU-based AI creator for things like chip design, pharma, automotive, etc?
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This would be great for us! We are building an AI agent tool and the biggest questions we get from potential customers are about the privacy issue of using non-EU providers. So having an actually good EU model would be perfect for us.
All openAI models are available in the EU landing zones of Azure, run by Microsoft EU subsidiaries and in EU datacenters. Other than an irrational fear of them „phoning home“, there is no advantage here for Mistral.
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This would be great for us! We are building an AI agent tool and the biggest questions we get from potential customers are about the privacy issue of using non-EU providers. So having an actually good EU model would be perfect for us.
All openAI models are available in the EU landing zones of Azure, run by Microsoft EU subsidiaries and in EU datacenters. Other than an irrational fear of them „phoning home“, there is no advantage here for Mistral.
There's nothing rational about believing this fear is irrational.
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…
I generally share your skepticism, but didn‘t DeepSeek prove that one does not need a „competitive advantage“ in hardware? And if that does not hold for HW, it likely also doesn't hold for energy.
I don't get it. "The collaboration between Mistral AI and ASML aims to generate clear benefits for ASML customers through innovative products and solutions enabled by AI, and will offer potential for joint research to address future opportunities" - so the idea is that ASML customers can somehow make use of Mistral AI?
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I generally share your skepticism, but didn‘t DeepSeek prove that one does not need a „competitive advantage“ in hardware? And if that does not hold for HW, it likely also doesn't hold for energy.
The competitive advantage of DeepSeek IMO were the engineers. Some pretty hard-core optimizations went out of their lab, and this is what I think is a major differentiator between success and failure. You can have all the HW you can wish for but if you don't have the right set of people you're not gonna make it. Many companies think that they have the right set of people but they don't.
Mistral seems clearly sensible to keep around for some powerful and wealthy people, and I have no problem seeing why. They might not even all be Europeans.
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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.
All sounds like classic marketing/positioning angles for an indiehacker bootstrapped saas tool. Problem is Mistral needs more than $10K MRR, and isn't going to make it by carving off a small niche when each model costs 10s of Billions to train and run. Europe has no solution to the energy problem long term unfortunately, and is actively trying to make it worse. I'm 100% certain some giant industrial companies in the…
https://phys.org/news/2025-06-wendelstein-nuclear-fusion.htm...
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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.
All sounds like classic marketing/positioning angles for an indiehacker bootstrapped saas tool. Problem is Mistral needs more than $10K MRR, and isn't going to make it by carving off a small niche when each model costs 10s of Billions to train and run. Europe has no solution to the energy problem long term unfortunately, and is actively trying to make it worse. I'm 100% certain some giant industrial companies in the…
From your phrasing I assume you don't believe in renewables so what energy problem solution are you referring to?
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Yes. It's not like the model can spy on you, so if the model performs well on premise then it will be suitable irrespective of the origin.
> It's not like the model can spy on you Good luck convincing others of this. I know it's true, you know it's true, but I've met plenty of otherwise reasonable people who just wouldn't listen to any arguments, they already knew better.
Sending data back could be as simple as responding with embedded image urls that reference external server.
You are totally right EU commissioner, Http://chinese.imgdb.com/password/to/eu/grid/is/swordfish/funnycat.png
Possibilities are endless.