Macron wants Europe to fund its own AI. Mistral trails Anthropic and top Chinese labs. France wants independence from US models. My bet: Mistral is first in line for European funding to catch up, and could become Europe's go-to sovereign AI consultancy.
Europe needs its own data centers, computing capacity reserved for European companies, and public and private investment. Macron links this effort to keeping Mistral competitive: 1 GW before the end of 2028 and roughly €50bn to mobilize over five years.
Macron wants Europe to fund its own AI.
Mistral trails Anthropic and top Chinese labs. France wants independence from US models. My bet: Mistral is first in line for European funding to catch up, and could become Europe's go-to sovereign AI consultancy.
Europe needs its own data centers, computing capacity reserved for European companies, and public and private investment. Macron links this effort to keeping Mistral competitive: 1 GW before the end of 2028 and roughly €50bn to mobilize over five years.
Musk gets it best, IMO. As AI slop grows, X gives him human data and influence. Grok can code. Colossus supplies compute. Tesla builds robots and robotaxis. SpaceX handles launch.
Next bet: robots servicing data centers in orbit. Almost the whole value chain.
I'm putting my money into space and physical AI.
Reusable rockets open up telecoms, satellite data, defence and eventually orbital compute.
Robots bring AI into everyday life. If they can do useful physical work at scale, the market could be one of the biggest we've ever seen.
After 6 months of work, I'd recommend Unicorn Screener to angels and VCs.
It builds startup reports and scores using deep search beyond a basic AI chat: 11+ sources, including FDA filings, clinical trials, Google Trends and LinkedIn posts.
https://t.co/G9iEFtTDNr
My bet for the next AI wave: token minimizing.
Use deterministic code wherever you can. Bring AI in only where you need judgment, and constrain its choices.
An agent at every step gets expensive. It also gets more chances to misunderstand you.
Told an AI agent to clean up my TV. Over Wi-Fi, it disabled manufacturer apps and replaced the ad-filled home screen. Much faster now.
We're getting custom interfaces by talking. I think charging for code alone will get harder.
https://t.co/TLcX2TP4rS
Before buying another software subscription, check GitHub.
The tool you're paying for might already have an open source alternative.
Vibe coding helps more people build on each other's work.
I built Open Source Radar to find emerging projects:
https://t.co/CN4OL0w81Z
I just launched FounderMeet!
A little like Omegle, but with founders on the other side of the call.
Meet someone new and swap insights. LinkedIn login required to keep things focused.
https://t.co/cClYGp73lZ