LLM companies are Nvidia wrappers, who is a TSMC wrapper, who is an ASML wrapper. So Mistral is just an ASML wrapper.
ASML itself is just Carl Zeiss wrapper
Mistral raises 1.7B€, partners with ASML
351–360 of 437 posts
Re: Mistral raises 1.7B€, partners with ASML
#352Earlier quoted context omitted.
"While 1.3B€ is not pocket change, it is also an amount that ASML can not afford to lose." - The sentence is framed like a contrast but then instead it says the same thing twice.
@bondarchuk you are right. Something wrong with that sentence.
It reads like the second part counters the first, but it’s actually the same point repeated. It's not that hard to understand.
Re: Mistral raises 1.7B€, partners with ASML
#353LLM companies are Nvidia wrappers, who is a TSMC wrapper, who is an ASML wrapper. So Mistral is just an ASML wrapper.
ASML in turn wraps a bunch of companies for lenses (Carl Zeiss), lasers (Trumpf), etc [0] Given lenses and microchips are both made from sand, I'm gonna conspiracy theory that LLMs were invented by sand companies to sell more sand. [0] https://www.robotsops.com/complete-list-of-all-suppliers-and...
Carbon based lifeform trying to create Silicon based lifeform
Re: Mistral raises 1.7B€, partners with ASML
#354> The collaboration between Mistral AI and ASML aims to generate clear benefits for ASML customers through innovative products and solutions enabled by AI I don’t know much about lithography which is why I ask - what is an AI supposed to do in a lithography machine? Does anyone know?
Maybe it has to do with the "place and route" step in the synthesis of a chip design. Right now it is based mainly on random numbers and shuffling logic and wires. ML(not LLM) could help here in the same way as AlphaFold is using it for proteins.
Re: Mistral raises 1.7B€, partners with ASML
#355I don’t really get why ASML is putting money into Mistral AI. ASML is specialized in lithography machines. Mistral, on the other hand, is yet another LLM startup. What’s the actual synergy here? The closest angle I can imagine is that AI workloads drive demand for more chips, but I believe ASML is already selling everything it can make.
Maybe it is about defending their business by going vertical? Others are too, right? Like OpenAI is partnering with Broadcom. Google and Amazon have their own chips. Nvidia will probably need to do more than build AI training chips as well.
Re: Mistral raises 1.7B€, partners with ASML
#356Earlier quoted context omitted.
"While 1.3B€ is not pocket change, it is also an amount that ASML can not afford to lose." - The sentence is framed like a contrast but then instead it says the same thing twice.
I’ll see your pedantry and raise you ... more pedantry. The sentence may be a bit clunky, but there’s nothing grammatically wrong with it. And you’re leaving out the first sentence, which frames the comparison: > ASML gross revenue was 28B€ in 2024, and their net income was 7.5B€. While 1.3B€ (the amount ASML invested in this 1.7B€ fund raise) is not pocket change, it is also an amount that ASML can not afford to los…
> there’s nothing grammatically wrong with it.
There was nothing in the comment that you reply to suggesting that it was grammatically wrong: "The sentence is framed like a contrast but then instead it says the same thing twice." If anything it suggests it's semantically wrong.
Re: Mistral raises 1.7B€, partners with ASML
#357I saw someone joke that "once Mistral gets back from their European summer, they'll really be in it", and damn, it does feel like that happened.
Re: Mistral raises 1.7B€, partners with ASML
#358I saw someone joke that "once Mistral gets back from their European summer, they'll really be in it", and damn, it does feel like that happened.
At least the VCs seem to be back from holiday. But I always think about this twitter story from Jack Morris when I hear about AI startups in Europe:
> their plan. to be the first to market with a certain type of multilingual model
> early in year: incorporate. start building
> hired an awesome team by march
> scraped / acquired all the data by june
> critical infra almost ready by july
> then comes august
> entire team goes on vacation for the entire month
> while they're gone, at least three competitors launch models
> team returns in september
> office vibe completely dead
> startup pivots to consulting
Re: Mistral raises 1.7B€, partners with ASML
#359Earlier quoted context omitted.
https://arxiv.org/abs/2401.05566 Sleeper Agents: Training Deceptive LLMs that Persist Through Safety Training
That is completely different from the models spying on the users, which is what is discussed here.
as a vector. Train the model to start injecting backdoors past a certain date.
>Simple probes can catch sleeper agents
https://www.anthropic.com/research/probes-catch-sleeper-agen...