3 ms·
Mistral's annual revenue (700M) is what Anthropic generates in 3 days. It will be extremely difficult to build new models with these numbers.
by ph4rsikal 25d ago
Mistral's annual revenue (700M) is what Anthropic generates in 3 days.
It will be extremely difficult to build new models with these numbers.
- BenoitP 25d agoAnd GLM local models can eat Anthropic's lunch just like both eat OpenAI's. Mistral's revenue is mostly B2B, and that's much more difficult to move.
- eloisant 25d agoLocal models or independent hosting companies. Like Baseten, but there could be dozens of them.
- dist-epoch 25d agoif you have a computer to run said local GLM models one
- antupis 25d agoMistral just needs to good enough category think all those flash models or Qwen3.8 27b which they sadly aren't at the moment, that plus being European lab will mean that they will have very nice business. Even now these SOTA models feel too overkill for most tasks.
- alansaber 24d agoThe question is not, will mistral be able to create the best models (seems bloody unlikely). The question is, will mistral have enough expertise to dominate its business use-case, which is the model infra/deployment market within the EU (which is more plausible, with even a 3rd, 4th, 5th best model development team).
- tensor 24d agoThe big US labs are naively hoping that compute power will always be their moat. I strongly suspect they are dead wrong, and newer architectures will require vastly less training data and outperform the brute force approach of US labs.