531–540 of 614 posts
The vibe in the conversation seems new to me. As if we're crossing a section in the "First they ignore you, then laugh at you, then hate you, etc..." Seems like they reached the laugh / hate border. Or am I the only one reading that ?
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That's your fantasy. Reality is https://news.ycombinator.com/item?id=49607443
The reality seems to be that for decades Europe gave only lip service to decoupling from American tech infrastructure, but in the last couple of years America has gone from being seen as a strong ally to being a major risk. It will take time to move. Frankly as an American I hope it takes a long time and we get our shit together and rebuild our alliance with Europe. But it’s possible that the damage is not reversible…
Business not limited to Europe though. Growing fast all through Asia as well.
Last I saw job offers for mistral (engineering, Paris) it advertised 90k euros base salary. Not sure how they’re intending to compete with the US when even a top AI lab can’t afford to be competitive :-/
> Last I saw job offers for mistral (engineering, Paris) it advertised 90k euros base salary. Not sure how they’re intending to compete with the US when even a top AI lab can’t afford to be competitive :-/ Does the US position come with 5 weeks paid vacation? When the US position gets hit with layoffs, do you still have comprehensive healthcare and unemployment coverage? Yes, EU software Eng salaries are a lot lower…
It's relatively common to get 4+ weeks paid in GOOD tech jobs in the US - of which these would be considered.
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What’s the point of having “sovereign” weights that are worse than publicly available ones? Wouldn’t Europe be better off just keeping up-to-date on the Chinese releases? In the event of some schism requiring sovereign capability, or even if the Chinese pulled ahead and stopped releasing the weights, why would Europe be better off because of Mistral? (Or any country’s inferior sovereign effort make them better off?)…
> In the event of some schism … In the views of most Europeans, that schism already happened. Europe was perfectly happy to rely on US software and services for decades. None of the large US tech companies would be nearly as profitable if they hadn’t had a whole continent of wealthy customers, and no competition. I don’t think Americans are realizing yet how much has changed for us the past two years.
In two more, possibly less, the current administration will be gone. The Trump agenda will be dead in the water by the end of this year.
While I basically agree with you, I wonder how quickly people will forget.
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> Underwriting gigawatt data centers and frontier models demands a fully realized European Capital Markets Union, a single energy regulator with cross-border grid integration, and shared fiscal borrowing power. Care to elaborate why you consider this an absolute must? I don't see why, say, France can't build an "AI valley" somewhere near to on of their nuclear power plants and commit to provide X amount of energy for…
Power is the easy part; the hard part is where the check comes from. One single frontier computing cluster costs some €30-40B initially and becomes virtually worth zero every four years. That’s the equivalent of France’s full-year VC market for all industries combined times three. A single Member State, already indebted far beyond sustainable limits, cannot subsidize expensive, long-term 40bn€ hardware risks from its…
Money flows globally. The question is why are investors choosing not to invest as much in Europe?
Access to money isn't the issue.
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Wihout insight on how much enterprise is paying, it is impossible to draw any conclusions. Unless you have any access to their contracts and are willing to share evidence? I find that highly unlikely. People here throw around crazy numbers - the dude above was claiming they have some insane good margins, numberd that he took out of his ass. The only evidence I have is that they are incredibly unprofitable, and they k…
serving models is very profitable (70%+) but the issue is you need to invest in training the next iteration. but so far all of anthropics models have been profitable fully loaded the vast majority of the labs revenue is from enterprise api usage (theres public sources from the information and ramp). but the risk there is customer concentration, where most of the revenue comes from other tech companies and a chunk of…
All your argument hangs on this.
I see no evidence of this being true.
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> In the event of some schism … In the views of most Europeans, that schism already happened. Europe was perfectly happy to rely on US software and services for decades. None of the large US tech companies would be nearly as profitable if they hadn’t had a whole continent of wealthy customers, and no competition. I don’t think Americans are realizing yet how much has changed for us the past two years.
> I don’t think Americans are realizing yet how much has changed for us the past two years. In two more, possibly less, the current administration will be gone. The Trump agenda will be dead in the water by the end of this year. While I basically agree with you, I wonder how quickly people will forget.
It looks more like part of the new normal from the outside, and that's why things are changing. A country can't go from reliable to unreliable partner every 4 years without any consequences.
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> UK was pretty good at some point (though all the really good jobs were gate-kept by IR35 regulations), Then we got a PM, who's father in law is the founder of Infosys, who changed the law to favour the likes of Infosys (by making it too risky for smaller players to hire contractors). Scandalous corruption Contracting was going to be my plan for buying a better house and early retirement, but that's gone now. Thanks…
My wife and I love British culture, architecture, parks, etc... But compared to Australia, I felt like it was still feudalism over there. It's like everyone knew their place. I could feel the class system; the software contracting 2-tier system (inside IR35 vs outside IR35) really emphasized that. Similar vibes in Germany though a more modern version. The Netherlands seemed relatively egalitarian for Europe. It's wha…
Britain is its own worst enemy. I'm convinced if there was a movement to destroy the intangible class-system the economy would grow big time. The lack of investment comes from old-farts getting away with lack of reinvestment due to a lack of competition - and nobody talks about it.
The 'intangible class-system' is what you felt.