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Mistral AI acquires Emmi AI
81–90 of 103 posts
Re: Mistral AI acquires Emmi AI
#82Europe won't be a leader in AI unless they get huge capital investment and datacenter build up. Sadly the regulatory environment of Europe combined with brain drain to America means it won't happen
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.
Meanwhile American AI is trained continuously on European data folks willingly gift to the big three AI companies.
Re: Mistral AI acquires Emmi AI
#83Is Mistral still competitive? I completely forgot they existed because of how much press the Big 3 get (Google, Anthropic and OpenAI).
I'm using Vibe on a regular basis, it's great. Not missing Claude code much. It's also getting better week after week.
Re: Mistral AI acquires Emmi AI
#84Is Mistral still competitive? I completely forgot they existed because of how much press the Big 3 get (Google, Anthropic and OpenAI).
I'm using Vibe on a regular basis, it's great. Not missing Claude code much. It's also getting better week after week.
I'm statisfied by vibe coding-wise, but i found their TUI UX to be abysmal (not that CC is great, but definitely better). I'm talking to the extent of some characters from the numpad not being typable in the prompt. Have you had a similar experience?
Re: Mistral AI acquires Emmi AI
#85Europe won't be a leader in AI unless they get huge capital investment and datacenter build up. Sadly the regulatory environment of Europe combined with brain drain to America means it won't happen
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.
Exactly. The same way the US is winning the EV / solar race - let China build obsolete factories that require way more investments that will be obsolete soon because of automation, then swoop in to build just what's needed and dominate. China will be left with scarred ugly landscapes while the US wins, as you'll no doubt agree
Re: Mistral AI acquires Emmi AI
#86Europe won't be a leader in AI unless they get huge capital investment and datacenter build up. Sadly the regulatory environment of Europe combined with brain drain to America means it won't happen
Europe is slowly moving to put part of pensions in the stock market (like USA does). Right now people put it in sp500 so that sweet pension money in eu markets might be interesting to see.
I can't imagine being an American approaching retirement with 45-50% of my pension portfolio in AI-related stocks (that's the current weight of AI companies on the SP500). Besides, when SpaceX/Openai/Anthropic go public, they'll get another hefty chunk.
Re: Mistral AI acquires Emmi AI
#87Europe won't be a leader in AI unless they get huge capital investment and datacenter build up. Sadly the regulatory environment of Europe combined with brain drain to America means it won't happen
Yes, and this isn't possible in a sustainable without a hardware-software carousel, which means that we must get EU AI hardware firms, including training accelerators.
The present situation must be seen as a sort of "keep alive" state, where we do something unsustainable until we can achieve takeoff, but we can only actually start up for real once we start making the machines we need.
If NVIDIA's margins were 20% or something, this wouldn't be the case, but they aren't.
Re: Mistral AI acquires Emmi AI
#88Earlier 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…
I don’t know much about the really secret stuff, but Mistral is known to help customers build their own infrastructure to deploy their models and handle confidential data securely. They are also building data centers for their own cloud. It’s difficult to have a clear picture, in most cases we know about the partnership without having all the details (e.g. with ASML, CMA-CGM, or HSBC, or even worse with government or EU institutions).
Re: Mistral AI acquires Emmi AI
#89Earlier quoted context omitted.
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.
If your friend is working for ASML, they should not be telling you any of that.
Re: Mistral AI acquires Emmi AI
#90Europe won't be a leader in AI unless they get huge capital investment and datacenter build up. Sadly the regulatory environment of Europe combined with brain drain to America means it won't happen
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.
Yeah, right, like they've already done that with social networks and chipmaking.