111–120 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.
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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.
Mistral models are not very competitive with other proprietary models. Their competition is mostly from OSS models, which 1. can actually be run anywhere and 2. frequently outperform Mistral models anyway (e.g. DeepSeek 3, Kimi K2, and Qwen3 all outperform Mistral in current LMArena rankings[1]). Hell, you can host actual frontier models (e.g. Claude 4) on AWS Bedrock in the EU, so "in the EU" (from a hosting perspec…
There's something very interesting about being able to serve strong LLMs at much higher token speeds. Mistral previously partnered with Cerebras on Le Chat: https://www.cerebras.ai/blog/mistral-le-chat I'm quite surprised that neither OpenAI nor Anthropic appear to have done a similar deal. Their inference is slow in comparison - like 5.10x slower than what Cerebras can achieve. Google have their own TPUs which seem…
Everyone is so negative here but we have reached the limit of AI scaling with conventional methods. Who knows Mistral might find the next big breakthrough like DeepSeek did. We should be optimistic.
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They built a fork of LLaMA, claimed tech as theirs; the punishment: receive 2B as funding
Is there any source you could reference. Really interested. 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 ?
everything is a "fork", if you give it a serious thought.
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…
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 those things you listed as part of that story pretty much apply to any open model, so it's kinda a shite list if you want to be differentiated.
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OpenAI has no serious open source software and are Chinese models really a serious alternative for western companies?
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.
That's true regardless of the source, of course.
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I doubt the relocation: they just announced a new production site with 20.000 job openings in the next 3 years around Eindhoven. I'm sure the French would love it, though. I always thought ASML would open a R&D facility in France or so to court the French government. Guess this is it.
I agree that a relocation might not happen, but the increasing Frenchification of ASML after their CEO became French does smell a little off.
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I mostly only agree with performance due to their collaboration with cerebras - this is a true differentiator. I don't buy that they have an advantage in enterprise, privacy, sovereignty, open innovation and strategic partnership. OpenAI also has opensource models and so do the chinese models.
OpenAI has no serious open source software and are Chinese models really a serious alternative for western companies?
Earlier quoted context omitted.
OpenAI has no serious open source software and are Chinese models really a serious alternative for western companies?
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.