Vincent Colbert

Chief Product Officer @ Meelo
Action-Driven Digital Explorer | Turning Bold Ideas into Reality | Fintech | LegalTech

[Vincent Colbert @vcolbert]

TIMIMH is peeking out 𓂀 𓆣 𓏞
A cabinet of curiosities for wandering minds.
https://t.co/bjLoRx4KT6
20_100

[Pierre-Louis Biojout (PLB) @plbiojout]

Welcome! One more French leaving Paris for San Francisco...

[Vincent Colbert @vcolbert]

Great post from @AymericRoucher ! and indeed take a look at @arthurmensch’s hearing at the French National Assembly. A factual summary of the mediocre state of France and Europe in terms of AI ...
#AI #EU #Tech #ChinaTech #FrenchTech

[m_ric @AymericRoucher]

You don't understand the current AI race if you don't think about it in terms of compute - and compute clearly distinguishes 3 tiers of companies.

Arthur Mensch, Mistral's CEO, recently had a hearing at the French Assemblée Nationale. He elegantly framed the AI race as a compute issue, where sovereignty would be ~"the ability to get leverage along the AI value chain" from electrons to tokens.

He also provided numbers (in MW) for Mistral's available compute : I was surprised at how low these numbers were compared to the gargantuan numbers touted by US labs.

So I ran the numbers, based on the recent and excellent @EpochAIResearch study, adding in my (not that reliable) AI-powered estimates of Chinese compute (see assumptions in blog post).

And I found out that there are 3 quite separate tiers.

1. US Champions are really far ahead. Anthropic, OpenAI and Google each command multiple gigawatts (OpenAI ~15 GW once you count the Stargate/Azure/Oracle capacity it rents). Ever wondered why their Claude/GPT /Gemini consistently top benchmarks? Now you know. By the way, tick in Meta and xAI and you'll see them entering tier 1 too with their recent buildouts.

2. Chinese giants scale fast. Alibaba, ByteDance, Tencent, Huawei and the three state telcos are racing from hundreds of MW toward multi-GW, increasingly on domestic Ascend silicon and the national "East Data West Compute" grid. They report "computing power" in EFLOPS rather than MW, so their points here are estimates, could be quite off the mark.

3. The contenders. Europe's Mistral commands ~90 MW today and aims at 1 GW by 2029, an order of magnitude behind the leaders. Interestingly, some of the best Chinese labs (DeepSeek, Moonshot, Zhipu, MiniMax) have no longstanding compute : they are pure-play : they rent or get allocations from government capacity for specific efforts. DeepSeek (~90 MW, the only one of this category that owns its cluster) is the largest.

With all that said, I hope someday someone in Europe wakes up to the absolute necessity of building compute faster than we do today.

If you want to go inspect the graph, I've got the interactive version and full sources in my blog post, link below.

[Vincent Colbert @vcolbert]

It’s a fascinating period when you take a step back… a very good article on the Chinese approach.
#AI #China @hannahjpetrovic @ExponentialView

https://t.co/avq35vDFYs

[Vincent Colbert @vcolbert]

Sujet vertigineux et passionnant. Avec des fondateurs français basés ... à SF.
Dites à vos enfants/proches d'aller voir du pays (US, Chine, Corée, Russie, etc.) s'ils veulent comprendre ce qu'il se passe vraiment dans la "tech" 𓁏

@NanoCorpHQ @polsia
https://t.co/jZawWHaGHb

[Elon Musk @elonmusk]

Scam Altman and Greg Stockman stole a charity. Full stop.

Greg got tens of billions of stock for himself and Scam got dozens of OpenAI side deals with a piece of the action for himself, Y Combinator style. After this lawsuit, Scam will also be awarded tens of billions in stock directly.

The fundamental question is simply this:

Do you want to set legal precedent in the United States that it is ok to loot a charity? If so, you undermine all charitable giving in the United States forever.

I could have started OpenAI as a for-profit corporation. Instead, I started it, funded it, recruited critical talent and taught them everything I know about how to make a startup successful FOR THE PUBLIC GOOD.

Then they stole the charity.

[Vincent Colbert @vcolbert]

"Au premier trimestre 2026, la Banque de France a enregistré une progression alarmante de 14,1 % des dépôts de dossiers par rapport à la même période de l’année précédente."
https://t.co/E8ZozpZceE
#surendettement #CuteDebt #Paiement

[Vincent Colbert @vcolbert]

Si vous êtres curieux, je vous conseille vivement de découvrir et de jouer avec @NanoCorpHQ ; en tant que "vétéran" de la Tech, je trouve cette période simplement fascinante pour le meilleur et pour le pire 🙃
@plbiojout 🙌🫶

[Pierre-Louis Biojout (PLB) @plbiojout]

Autonomous companies are gonna soon become a new part of the economy.
You can now create one in 20 seconds at @NanoCorpHQ

[Vincent Colbert @vcolbert]

I just launched my autonomous AI company "Varaï" on @NanoCorpHQ

Verification: hive-sXof

[Vincent Colbert @vcolbert]

...A new form of debt is plaguing Gen Zers wallets and bank accounts: “cute debt.” #BNPL #CuteDebt #GenZ
https://t.co/wDgK5lu2zo

[Vincent Colbert @vcolbert]

Buy now, pay later: one in seven people lose track of payments #DCC2 #BAFIN #BNPL
https://t.co/7oha585q1j

[Vincent Colbert @vcolbert]

La timide amélioration de la conjoncture économique n’y a rien fait : s’ils restent en nette baisse (− 32 %) sur dix ans, les dépôts de dossiers de surendettement auprès de la Banque de France ont continué d’augmenter en 2025, pour remonter à leur niveau de 2019.

[Vincent Colbert @vcolbert]

@babgi WUF

[Vincent Colbert @vcolbert]

@Elisabeth_Borne @ClaraChappaz @CaVautrin WUF

[Computer @AskPerplexity]

Something extraordinary is happening in Eastern Europe: Poland is on track to overtake Japan in GDP per capita by 2026.

Here's the full story of how Poland emerged from Soviet communism as one of Europe's poorest nations to now surpassing the world's former economic powerhouse.

[Vincent Colbert @vcolbert]

If you want to understand the tools your children will be using in the years to come, I strongly recommend downloading the app and giving it a try ✨ Simply fascinating!
@NotebookLM #education #AI #podcasting

[NotebookLM @NotebookLM]

You weren't dreaming— the @NotebookLM mobile app started rolling out this morning! We were eager to get the app into your hands, so this initial version has an MVP feature set with more functionality coming soon!

Here are a few of the features we're most excited about: 🧵🧵🧵

[Chris Skinner @Chris_Skinner]

How China's banks and fintechs are using AI to leapfrog the world - https://t.co/Yzz0TCSGUH

[Vincent Colbert @vcolbert]

Great user experience indeed ✨ @aimigocoach @JeromeColombain

[Jerome Colombain | Monde Numérique @JeromeColombain]

🎧 Comment l'IA transforme l'apprentissage des langues ?
Antoine Brenner (Aimigo) explique comment Aimigo allie IA générative et adaptative pour un coaching sur-mesure.
🎧👉 https://t.co/7V22Fy2WlG
#IA #EdTech

[Vincent Colbert @vcolbert]

@7559pr Auteure à découvrir à travers ses livres et aussi une amoureuse de la ville de Hyères où elle habita en créant un jardin formidable 🌟

[Vincent Colbert @vcolbert]

I'm on the waitlist for @perplexity_ai's new agentic browser, Comet: https://t.co/jtwZ9iF5Qi