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kergonathyesterday at 10:18 PM1 replyview on HN

ASML is the flashy, public-facing partner. Mistral is also working with the French government and defense industry for applications that are unlikely to be publicly announced, but are bound to bring in much more money.


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sravanipuutatoday at 2:20 AM

The European-sovereignty angle is what makes Mistral's strategy harder to read from the outside. If a meaningful share of revenue comes from EU government and defense contracts, the public benchmarks against OpenAI/Anthropic stop being the right scoreboard — they're optimizing for different procurement rules and a different definition of "trustworthy." Curious if anyone has visibility into how those contracts are structured: per-seat, on-prem, or something closer to hosted with sovereign keys?