Has there been anything good written about the failure of Mistral to keep up with both the Big Three and Chinese labs? They have talent and national backing, but despite being Europe’s only frontier lab (Google Deepmind’s UK lab aside), they haven’t been able to close the gap
INVESTMENT
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Call to Macron for incentives towards AGI
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Président @EmmanuelMacron on vous demande d’agir maintenant et de façon décisive.
— Olivier Rimmel 🕊️ (@OlivierRimmel) 13 juin 2026
Nous avons besoin de plusieurs providers d’IA et surtout quelque chose qui nous amène à l’AGI.
Créez un dispositif d’incitation pour installer les entrepreneurs et les ingénieurs qui fabriquent… https://t.co/jv1PU5twtgPresident @EmmanuelMacron, we ask you to act now and decisively. We need multiple AI providers and above all something that leads us to AGI. Create an incentive mechanism to install entrepreneurs and engineers who build
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AI keeps secret an equivalent of AlphaGo’s Move 37 for day trading
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I think that one of the leading AI labs will eventually discover the day trading equivalent of AlphaGo's Move 37, and they will keep it to themselves until someone blows the whistle.
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The evolution of AI costs: from $20 to $1000 per employee
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Last year, it was laughable for a company to spend $1,000/employee/month on AI – the $20 plans were enough for everything anyone did with it This year, setting a cap of $1,000/month is seen as the financially prudent thing to do, and the one
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Owning AI for Lasting Enterprise Advantage and Stock Value
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“Enterprises do not create lasting AI advantage by renting the same intelligence as everyone else. They create advantage by…” Complete that sentence and learn a whole lot more in this article: "Exec's Guide to Owning AI that has Substance to Boost Stock Values" at
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AI deployment lacking ROI measurement reality check
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AI Reality Check CEO:
"We deployed AI." Consultant:
"What's the ROI?" CEO:
"…" Many companies measure licenses, users and deployments. Few measure revenue impact, productivity gains or time saved. How are you measuring AI success? #AI #ROI #EnterpriseAI -
Projected cost of next Fable questions need for data centers
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If we project this out, and the next Fable costs nearly 2x Claude Fable 5 per token, very few people will use it. Which leads me to wonder once again whether we will really need all these data centers.
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The only exponential increase in Mythos models was cost
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So the only real exponential increase with “Mythos class models” was … in … cost. No wonder Anthropic was terrified.
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NVIDIA and AWS bet on disaggregated inference for AI infrastructure
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NVIDIA paid $20B for Groq.
— Cerebras (@cerebras) 11 juin 2026
AWS partnered with Cerebras for the same purpose.
A quick breakdown of why disaggregated inference is the next thing in AI infrastructure. pic.twitter.com/kP8mDpPl9cNVIDIA paid $20 billion for Groq.
AWS partnered with Cerebras for the same purpose.
A brief overview of why disaggregated inference is the next step in AI infrastructure. -
Tim Horan sizes SpaceX, doubts AI deals like Colossus, Grok, Cursor
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Tim Horan of Oppenheimer has done a great job sizing up SpaceX even before liftoff. I was not, however, convinced of the value in the AI business. You add up Colossus leasing, Grok, and Cursor, and what you have is shaky data center deals, yet-another-AI model on its way to being