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On their pitch deck it said they will monetise serving of their models. While it may feel like a low moat if anyone can spin up a cloud instance with the same
by dharma1 3y ago
On their pitch deck it said they will monetise serving of their models.
While it may feel like a low moat if anyone can spin up a cloud instance with the same model, it's still a reasonable starting point. I think they will also be getting a lot of EU clients who can't/don't want to use US providers.
- ukuina 3y agoPeople forget the released version is v0.1 If the commerically-served model has improved capability and is exclusive to Mistral's service, there is a possible moat there.
- dharma1 3y agothey seem pretty committed to open-source AI (from interviews I've heard with the founders) - but maybe if they manage to train models with truly amazing capabilities somewhere down the line, they will keep some closed source