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Mistral AI acquires Emmi AI

emmi.ai

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Re: Mistral AI acquires Emmi AI

#101

Earlier quoted context omitted.

I see it the other way around. In a few years, algorithmic and hardware improvements will likely make these huge datacenters mostly obsolete. Americans will get to enjoy their rusty infrastructure and polluted air, and Europe will have lean and clean infra to support just what's needed.

That's like saying that improved gas mileage and energy efficiency will make oil obsolete. In certain domains there are no ceilings to return on compute. For example, offensive/defensive cybersecurity, it will be an arms race of who has more compute to patch up against more sophisticated attacks, and who runs more sophisticated attacks >Americans will get to enjoy their rusty infrastructure and polluted air, America…

ICE Cars have been around for 100+ years. We have a good understanding of their achievable efficiency, including theoretical guarantees.

LLMs on the other hand have only been around for a few years. Large technological breakthroughs are much more likely.

In addition, I don't think the future is billions of people chatting with ChatGPT all day. LLMs can write deterministic code for many things, and in the end, we only need their "intelligence" and brittleness in relatively few scenarios. So, with good optimization, we shouldn't need so many huge data centers.

On the topic of clean air, the US is relatively spared at the moment because past governments were more reasonable. But just wait a couple of years under the current leadership and you'll see. Just from this morning, look at the top comments: https://news.ycombinator.com/item?id=48214017

Re: Mistral AI acquires Emmi AI

#102

Earlier quoted context omitted.

ASML is the flashy, public-facing partner. Mistral is also working with the French government and defense industry for applications that are unlikely to be publicly announced, but are bound to bring in much more money.

The European-sovereignty angle is what makes Mistral's strategy harder to read from the outside. If a meaningful share of revenue comes from EU government and defense contracts, the public benchmarks against OpenAI/Anthropic stop being the right scoreboard — they're optimizing for different procurement rules and a different definition of "trustworthy." Curious if anyone has visibility into how those contracts are str…

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Re: Mistral AI acquires Emmi AI

#103
post #75

Earlier quoted context omitted.

a cursory understanding of the subcontinent's abysmal venture capital ecosystem and bloc wide risk aversion would have anyone reach the same conclusion

Right, because the US and Chinese governments don't do/encourage any strategic investments into critical technologies. Somehow people are only upset when Europeans dare to do the same.

Because the European ecosystem is a joke for reasons that are dumb

and this is a symptom

There’s nothing to say when the party does an investment thats their system they have total control in a state capitalist society that raised their population on marxism

And the US ecosystem is diverse to have relevant purpose built vehicles doing private investments, in conjunction with various public market operations by the state

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