3 ms·

is mistral a model company, an agent company, or a enterprise software company now?

by htrp 1y ago

nomsters 1y ago
yes
deleted 1y ago
[deleted]
greenavocado 1y ago
Mistral is trying to be everything at once and it shows. To make ends meet they pivoted to selling enterprise software through Le Chat and cozying up to Microsoft. Now they're throwing around terms like "agentic AI" to stay trendy, even as competitors like DeepSeek outperform them in key areas. Their identity crisis is obvious. Are they a model company? A software vendor? A research lab? At this point, they seem more like a startup chasing hype and funding than a company with a clear direction. The 6 billion Euro valuation looks impressive, but with so many shifts in strategy, you have to wonder if they're building something lasting or just riding the AI wave until it crashes.
- eigenspace 1y ago
  Their strategy doesn't make sense to you because you're looking for a technical feature that differentiates them. But technical features aren't their key differentiator, geography is their key differentiator. They'll get a lot of contracts in Europe simply because they're European. Everyone is keenly aware of how dependant European tech stacks are on increasingly unfriendly foreign powers. If there's a local European option that does most of what an American or Chinese company does, that's simply a safer choice. From this point of view, them trying to do everything at once makes a lot of sense. They don't actually need to be the absolute best or even the cheapest at any one thing. They need to just exist in Europe, be stable, and offer good services that people want. Casting a wide net is a better strategy for them.
Raed667 1y ago
Do they need to pick one? Their offering doesn't seem incoherent to me
brandall10 1y ago
Couldn't the same questions be asked of OpenAI and Anthropic? Ultimately these are product/service companies, levering their research and innovations as differentiators. If you're "only a model" company you likely have no moat.

is mistral a model company, an agent company, or a enterprise software company now?

by htrp 1y ago

is mistral a model company, an agent company, or a enterprise software company now?

nomsters 1y ago

yes

deleted 1y ago

[deleted]

greenavocado 1y ago

Mistral is trying to be everything at once and it shows. To make ends meet they pivoted to selling enterprise software through Le Chat and cozying up to Microsoft. Now they're throwing around terms like "agentic AI" to stay trendy, even as competitors like DeepSeek outperform them in key areas. Their identity crisis is obvious. Are they a model company? A software vendor? A research lab? At this point, they seem more like a startup chasing hype and funding than a company with a clear direction. The 6 billion Euro valuation looks impressive, but with so many shifts in strategy, you have to wonder if they're building something lasting or just riding the AI wave until it crashes.

eigenspace 1y ago
Their strategy doesn't make sense to you because you're looking for a technical feature that differentiates them. But technical features aren't their key differentiator, geography is their key differentiator. They'll get a lot of contracts in Europe simply because they're European. Everyone is keenly aware of how dependant European tech stacks are on increasingly unfriendly foreign powers. If there's a local European option that does most of what an American or Chinese company does, that's simply a safer choice. From this point of view, them trying to do everything at once makes a lot of sense. They don't actually need to be the absolute best or even the cheapest at any one thing. They need to just exist in Europe, be stable, and offer good services that people want. Casting a wide net is a better strategy for them.

Raed667 1y ago

Do they need to pick one? Their offering doesn't seem incoherent to me

brandall10 1y ago

Couldn't the same questions be asked of OpenAI and Anthropic? Ultimately these are product/service companies, levering their research and innovations as differentiators. If you're "only a model" company you likely have no moat.