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Mistral raises €3B

mistral.ai

191–200 of 611 posts

Re: Mistral raises €3B

#191
post #75
post #58

Earlier quoted context omitted.

Honestly being only 1 year behind makes me an optimist. You’re telling me Europe can be slightly behind with 1000x less capex and way more sustainable economics? Awesome. The world moves slower than AI progresses, I can see a scenario where 1 year isn’t a problem.

Chinese models are open, available to distill, and they also publish papers about their research. Being one year behind is a skill issue. I think the most of the money would go to purchase hardware, But I hope they can start making adequate compensation for AI engineers and researchers to move forward.

My feeling is that its a difference in how funding works in different places. The USA will go all in with the populations pensions on a gamble, the Chinese subsidize. This way of operating is typical for the EU.

> Being one year behind is a skill issue

E.g. if you are an AI researcher in Europe you can just go to USA and make generational wealth. This is not a criticism of the EU model, but rather insane American capex effectively monopolizing.

> I think the most of the money would go to purchase hardware,

So it's not a skill issue?

Re: Mistral raises €3B

#192
post #85
post #7

Earlier quoted context omitted.

The power is in the hands of a few people obsessed or possessed. Gambling addiction, narcissism, power hunger. Taxation will not solve this before the global society collapses so the question is whether we figure out a way to level the power. This is not evil, but a trait of human nature of corruption or addiction to power.

> Taxation will not solve this before the global society collapses Taxation can and must solve it before "society collapses". And many people are working to solve the problem. It is difficult and requires effort but nothing that has not been done before. We got rid of king (by the will of god) in the past so techno-power-hungry cringey businessmen should be easier.

Yup. I tried to say that conventional taxation is not enough. As the power is hidden in Panama bank accounts we need to figure out means beyond taxation to neutralize it as it being used to obliterate the future.

Re: Mistral raises €3B

#193
I really hope that Mistral will catch up. I'm left wondering why so many Chinese labs manage to be competitive.

Perhaps Mistral has too high moral standards to keep up?

Re: Mistral raises €3B

#194
post #136

Earlier quoted context omitted.

It's not this week's change. Fable was the step change for programming. And most of truly useful and powerful capabilities arrived in the last eight months.

People said this for Opus 4.6 too. Every release the models get RLHF'ed into accomplishing a new task and the people who need to do this task think there was a step change.

To be fair Opus 4.6 was genuinely a really good model when it came out, in fact I'm not sure Opus 5 is even any better.

It's definitely a lot slower, though

Re: Mistral raises €3B

#195
post #96

Europe absolutely needs a home-grown AI lab, especially with Pax Americana looking increasingly shaky. LLMs embody value systems, and American and European values are not the same (yes, there are overlaps, but also key differences). More nefariously, I can also imagine LLMs that silently degrade their reasoning when used in a national security context of a non-US country. So, Mistral may not be competitive with OpenA…

> with Pax Americana looking increasingly shaky. that is being replaced with Pax Silica https://www.state.gov/pax-silica

This "Non-Signatory Participants : Taiwan *" is so weird precisely because Taiwan is the one who started the Silicon shield few years ago by making TSMC central to the whole ecosystem.

Re: Mistral raises €3B

#196
post #75
post #58

Earlier quoted context omitted.

Honestly being only 1 year behind makes me an optimist. You’re telling me Europe can be slightly behind with 1000x less capex and way more sustainable economics? Awesome. The world moves slower than AI progresses, I can see a scenario where 1 year isn’t a problem.

Chinese models are open, available to distill, and they also publish papers about their research. Being one year behind is a skill issue. I think the most of the money would go to purchase hardware, But I hope they can start making adequate compensation for AI engineers and researchers to move forward.

> Chinese models are open, available to distill

Handing in a photo-copy of a photo-copy of a photo-copy of a photo-copy of a photo-copy of a photo-copy of someone else's homework might work once or twice, but it is no way to run a (non grift) business.

Re: Mistral raises €3B

#197

Earlier quoted context omitted.

I don't know. The moat doesn't seem to exist. Probably safer to stay out of the race for now.

I’m still looking for no-moatists to logically explain why there is no moat in SOTA LLMS. That paper released by a lone Google employee 3 years ago still misguiding people it seems.

My reasoning is that we have seen multiple small labs come out of nowhere and create impressive models.

Re: Mistral raises €3B

#199
post #105

Earlier quoted context omitted.

Anthropic is thought to be cash flow positive now.

If they were cash flow positive they would tell it to everyone, be sure of that.

Anthropic is currently in an IPO quiet period and cannot publish such information.

Re: Mistral raises €3B

#200

Earlier quoted context omitted.

It bears repeating - all markets get regulated. Markets, left to their own devices, do not end up automatically being competitive in favor of consumers. But above all, if AI wasn’t hyped as a threat to humanity, to jobs, to security, regulation could have been cautious. To add insult to injury, given how voters are tired of technology, expecting a different move from governments is a losing bet.

And in the long run, regulated market companies win out- while the de-regulated ones decay and enshittify. Boeing vs Airbus comes to mind.

Great example. An highly regulated field (aerospace) put so many barriers of entry for startups and competition that the incumbents simple have to reason to innovate or even compete anymore.

I heard there used to be dozens of plane-building companies when the field was unregulated, with new, more efficient models and lower prices appearing regularly. I wonder what happened.

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