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> $14B in AI terms is like 'second-best VSCode fork' tier money Yep, and the comparison relies on key people believing the valuations. Lots of mature companies will want their providers to be reasonably sheltered from the fallout of a coming US AI bubble burst.
How would that work? What it means for the US AI bubble to burst is that tremendous amounts of inference capacity become open for pennies on the dollar. I don't see how Mistral is or could be sheltered from that.
So long as they're sufficiently liquid at the right time, they don't really need to shelter more. They need to plan for a fire sale on the bulk of their operating expenses.
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There is also risk from a US regulatory side as recent drama around antrophic showed. Don’t think it’s inconceivable that the clowns in power decide to limit api access out of the blue one day because someone whispered a conspiracy theory in someone’s ear. API blockade… See also the constant flip flopping on what cards NVIDIA can export - no consistency in stance or coherent policy
Changing your LLM inference provider is the easiest switch in technology I can think of. It's quicker than taking off the case of your phone and putting on a new one. Enough hardware and good models exist now that if you do get blocked from one place that viable alternatives do exist.
Thats true right up until you’re working with confidential info in a corporate context. Then it’s a multi month cross discipline cross jurisdiction project not an edit in a config file.
In my opinion, being "Not American" or "Not Chinese" is not a good business model long-term. At some point, businesses will choose the option that provides the most value. I'm very skeptical that Mistral will survive long-term. Edit: I hear the commenters to this post. However, Mistral still relies on American chips. If there is truly a divorce between Europe and the US such that relying OpenAI or Anthropic is not an…
> Edit: I hear the commenters to this post. However, Mistral still relies on American chips. If there is truly a divorce between Europe and the US such that relying OpenAI or Anthropic is not an option, neither will relying on Nvidia and likely the thousands of smaller hardware and software suppliers that make Mistral work. That's why I don't think it's realistic to say that Europeans can't rely on OpenAI/Anthropic a…
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>Because companies here actively want to avoid breaking the law Haha, yeah sure. What other fairy tales you gonna tells us next? https://en.wikipedia.org/wiki/Volkswagen_emissions_scandal https://en.wikipedia.org/wiki/Siemens#2005_and_continuing:_w... https://en.wikipedia.org/wiki/Wirecard_scandal https://en.wikipedia.org/wiki/Parmalat_bankruptcy_timeline https://en.wikipedia.org/wiki/Airbus#Bribery_allegations https…
In Europe, those are scandals. In the US, it's another Tuesday.
The US may have the best AI weapons, but it won't be able to sell them to anyone, so it won't make money needed to keep paying for the AI weapons. Meanwhile the rest of the West will rely on Mistral for its cyber weapons.
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Changing your LLM inference provider is the easiest switch in technology I can think of. It's quicker than taking off the case of your phone and putting on a new one. Enough hardware and good models exist now that if you do get blocked from one place that viable alternatives do exist.
> Changing your LLM inference provider is the easiest switch in technology I can think of. Thats true right up until you’re working with confidential info in a corporate context. Then it’s a multi month cross discipline cross jurisdiction project not an edit in a config file.
All data stays on computers that you control.
Same API. Localhost.
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Yes, European companies break the law too. However, the comment this was about literally mocked the companies that are actively trying to follow the law. So yes, such companies exist and plenty of people see their existence as a good thing rather then something to mock.
That comment mocked German customers; it didn't mention companies at all.
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Yes, European companies break the law too. However, the comment this was about literally mocked the companies that are actively trying to follow the law. So yes, such companies exist and plenty of people see their existence as a good thing rather then something to mock.
That comment mocked German customers; it didn't mention companies at all.