Sam Altman predicts AI CEOs within years while betting billions on human-centric infrastructure. His Tyler Cowen interview reveals three tensions: monetizing without breaking trust, energy bottlenecks limiting AI, and models that persuade without intent.
Ex-Tencent AI scientist Wei Liu chose Singapore for unrestricted Nvidia chip access, raising $50M for Video Rebirth. The geography play matters more than the physics pitch—it's about training on Blackwell while China can't.
Good Morning from San Francisco, The AI bubble found its puncture point this week. Palantir beat earnings, then lost 8%
Discover how Mistral AI revolutionizes industries with compact, powerful solutions. Explore the benefits and potential of small-scale AI technology.
France's Mistral AI just showed Silicon Valley how to build smarter AI with less muscle. Their new open-source model, Mistral Small 3.1, processes text and images using just 24 billion parameters - a fraction of what American competitors need.
President Macron couldn't contain his excitement. He urged French citizens to ditch ChatGPT for "Le Chat." One million people jumped ship within two weeks. Vive la révolution digitale!
Europeans chose brain over brawn. Their AI runs on a single gaming PC while American models demand entire data centers. Microsoft took notice and opened its checkbook. The French military, IBM, and Stellantis followed suit. Not bad for a startup that's barely a year old.
The company's €6 billion valuation turns heads. But it's pocket change compared to OpenAI's €80 billion. Mistral's secret weapon? They're giving away their code while Americans keep theirs under lock and key.
Timing couldn't be better. Europe craves digital independence, and here comes a champion - speaking French, no less. CEO Arthur Mensch dreams bigger: he wants to build European data centers and decentralize the cloud revolution.
Why this matters:
Read on, my dear:
Ex-Tencent AI scientist Wei Liu chose Singapore for unrestricted Nvidia chip access, raising $50M for Video Rebirth. The geography play matters more than the physics pitch—it's about training on Blackwell while China can't.
Microsoft's venture arm doubled funding for a German startup that cuts datacenter cooling costs by up to 40% using software alone. The timing: North American operators face years-long power constraints while AI demand climbs.
FurtherAI closed $25M from Andreessen Horowitz six months after seed to automate insurance workflows—from submission intake to claims processing. The velocity signals a shift from AI pilots to production deployment, with early customers reporting measurable ROI.
A16z analyzed what 200,000 startups actually pay for in AI tools—and the results diverge from traffic rankings. Replit generated 15x more revenue than Lovable despite lower visibility. Copilots outnumber autonomous agents twelve to five. Budgets reveal what clicks conceal.
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