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Mistral AI acquires Emmi AI

emmi.ai

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Re: Mistral AI acquires Emmi AI

#41

Post by qrios »

pezgrande wrote: post #22
aborsy wrote: post #11

It’s interesting that a French company can compete at international level to some extent, given the regulations, labor laws and generally the business unfriendly environment. I suspect they capitalize on the preference of European governments to use EU products, but might be wrong.

I have yet to see someone recommending Mistral for anything tbh.

We are using it for "old-fashioned" use cases (sentiment, classification) for some clients here in Europe. Mistral Small 3.2 8bit is good enough for most well-defined cases.

It may just be greenwashing to check “AI sovereignty” off the list.

Re: Mistral AI acquires Emmi AI

#43

Post by sureMan6 »

Barbing wrote: post #36
lanthissa wrote: post #34

Earlier quoted context omitted.

mistral was never competitive and is getting less so, but that doesn't matter they cant be allowed to fail and have a long time to find their lane. They're smart and have an audience of like 600m people and the largest governments by spending who would use them if they were good enough.

I wonder if they could’ve caught up to Qwen & Gemma by now by now distilling them? If their best cloud-run offering is far more intelligent than the laptop Gemma / Qwen than nevermind

If you're a European AI lab and you see you can't compete with the Amerikans on compute or spending, and the Chinese are open sourcing their LLM work and keeping the Amerikans honest, then there's no real need for you to focus on LLMs

Re: Mistral AI acquires Emmi AI

#44

Post by Barbing »

jazzyjackson wrote: post #38
Barbing wrote: post #36

Earlier quoted context omitted.

I wonder if they could’ve caught up to Qwen & Gemma by now by now distilling them? If their best cloud-run offering is far more intelligent than the laptop Gemma / Qwen than nevermind

I would speculate that the purpose is not just to have a domestically owned model that’s as good as the Chinese one, but for the investment to be used to build a domestic industry of people that know how to do it themselves, so as not to rely on foreign parties, so it doesn’t have to be better, just has to be good enough.

I love this point

Re: Mistral AI acquires Emmi AI

#45

Post by sbinnee »

reenorap wrote: post #30

Is Mistral still competitive? I completely forgot they existed because of how much press the Big 3 get (Google, Anthropic and OpenAI).

I check almost every mistral model. But to be honest after agentic coding has become a thing, I only test their models in a chat app. I tried their coding TUI a few months back and found that it was way behind. It didn't even support skills back then. I wish they go strong just because they are a big AI player in Europe and I have personal connection to France.

Re: Mistral AI acquires Emmi AI

#46

Post by linkregister »

olivermuty wrote: post #17
linkregister wrote: post #16

Earlier quoted context omitted.

Indeed, French labor laws and their downstream effects have pushed the most talented French researchers to US-based frontier labs, thus building one of the most competent cohorts of international AI scientists.

Do you really believe this? Lol Could you please elaborate what labour law drives the labour out of france?

Haha yeah. I'm being a bit silly but I do.

The impacts of French labor law have been studied. The European Union is a natural laboratory for the impacts of labor policy. There is a strong correlation between looser requirements for terminating employees and startup formation and risk-taking in business. The Nordics and the Baltics have produced more successful technology firms than countries where dismissing employees is onerous.

The impact of labor laws in France is profound. To avoid hiring employees, many firms bring people on short-term contracts. This disproportionately impacts young people. A tradeoff of the risk of being unable to discharge employees is reduced salaries for the gainfully employed. I have met several French people in tech who left because their post-tax compensation was so low relative to employment in the United States.

This information is unsourced and parroted from various articles in The Economist, Money & Macro podcast, and accounts of European citizens I've known.

Re: Mistral AI acquires Emmi AI

#47

Post by [deleted] »

rvnx wrote: post #31
kergonath wrote: post #21

Earlier quoted context omitted.

This has more to do with the humongous amounts of money sloshing around in VC funds and the disproportionate importance of the US in the global financial markets. They just followed the money. Those who are successful in securing funding then tend to come back eventually.

Curious to see, it sounds like a rather pretty irrational decision. I don’t see many YC companies suddenly running toward France after securing funding.

[deleted]

Re: Mistral AI acquires Emmi AI

#49

Post by sravanipuuta »

kergonath wrote: post #20
MeteorMarc wrote: post #2

Nice, also note that ASML is a big investor in Mistral AI, which made the industrial AI ambitions already more credible. https://www.asml.com/en/news/press-releases/2025/asml-mistra...

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 structured: per-seat, on-prem, or something closer to hosted with sovereign keys?

Re: Mistral AI acquires Emmi AI

#50

Post by stingraycharles »

yieldcrv wrote: post #35
pm90 wrote: post #4

Earlier quoted context omitted.

can you explain how it makes it more credible? is the assertion that asml is using mistral as part of its research/manufacturing?

It doesn’t ASML’s EUV money printer has nothing to do with their ability to deploy that money in illiquid investments instead of to their own shareholders ASML buying equity in one company in tangentially related industry (just because they’re in Europe and the pickings are slim in both offerings and growth capital) has nothing to do with any synergy or integration with ASML’s utility (and bottleneck) to the chip sup…

A friend of mine works for ASML and it’s suggested they were nudged quite heavily “from above” to make this investment, rather than it being an actual strategic play by ASML. Basically “sovereign EU AI” is the play here.
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