Exactly what I said in my post the day before yesterday. We need 3 or 4 Mistral in Europe, not to go all-in on a single company. The fact of attracting contracts thanks to the "AI made in EU" label only lasts six months. After that, what matters is efficiency.
INVESTMENT
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Exclusive access to best model drives Anthropic valuation
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ah, got it. Possibly. On the one hand, certainly due to the lack of compute, but on the other hand, also because they can achieve incredible returns with it. Exclusive access to the best model in the world sells exceptionally well and increases Anthropic's pre-IPO valuation.
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AI training costs: $1B needed, OpenAI leads in funding
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Most of these points are correct, especially point 5. Point 6 is however incorrect. I’ve trained at frontier scale recently and know that you need $1B (like Mistral or Cohere to be even 1 or 2 years behind). This is the real competition: Money raised: OpenAI has raised more in
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7 prompts transform AI into a financial analyst
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A company can seem healthy while discreetly running out of cash. These 7 prompts turn AI into a financial analyst. Price, unit economics, runway, projections and scenario models.
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UK and Europe cannot compete due to massive chip costs
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We should talk @matthewclifford
. It is incorrect to think the UK and Europe are fine or that they could catch up within a year. It costs $1B to $5B just in chips to be frontier. The idea that we can build small models, like Llama, and expect to compete with 2B ones trained on -
Assess Local AI demand and supply chain to decide buying now
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Ask yourself this: Do you think the demand for Local AI will go up or down and if the supply chain will adjust relatively as much? Based on that make your decision on whether to buy now or not
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No financial incentives for open weights frontier models; huge capability gap.
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The financial incentives for training frontier open weights models don’t exist. Small models, sure, but there is a huge capability gap.
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Two possibilities: Anthropic model access or valuation decline
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There are only two possibilities: Either a solution is quickly found next week that somehow explains to the market how enterprises can continue to access Anthropic's best models in the future, in agreement with the US government, or: We foresee a rapid decline in the valuation
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American digital colonization vs suicidal European regulation
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Yes @nbouzou tells the truth. We must stop being messy. We have organized our digital colonization. The Californian giants invest 3 billion dollars every day in AI. 1000 billion per year. Europe regulates and blocks everything in a suicidal way!
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Obstacles to creating French AI providers and proposed plan
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Read carefully. We will not be able to build new French AI providers from scratch, we will even struggle to support Mistral, I am not naive. We will not pre-train from scratch. We do not have the hundreds of millions of euros needed. My plan