This is a bottom feeder mentality. Europe has enough bright people and resources to truly compete in the AI race. There is something wrong when the only selling point is that it's local.
To compete, we’d have to throw a lot of the regulations and laws into the trash (especially anything regarding copyright) and do an order of magnitude more investment.
I’m surprised that there’s no domestic chip production either, we don’t have our own CPUs or GPUs, meanwhile China is spinning up manufacturing so they don’t have to work around the Nvidia export restrictions as much.
I like Mistral and there’s cool stuff going on like how EuroLLM models know Latvian language and all the other EU ones better than way bigger models, but we don’t have anything frontier.
At the very least, they should be distilling Kimi K3 and GLM 5.3 as much as possible and working on MoE models like ~35B and ~120B versions to match Qwen.
We're not in a good position on the supply chain needed. Right now it really means pouring billions on American corps, either by renting the compute or by building it. That would be mostly fine if it were only VC money but it's not.
No, Europe doesn't have the capital markets required to build the required data centers. Underwriting gigawatt data centers and frontier models demands a fully realized European Capital Markets Union, a single energy regulator with cross-border grid integration, and shared fiscal borrowing power.
you mean like Boeing vs Airbus?
We're regularly getting demonstrations that being at the frontier is no moat at all. "Run open weights locally" was literally on the HN front page a few days ago as a primary concern/competitor for the big US labs. So there's a big and meaningful gap between "not frontier" and "bottom feeder". There's just tons of applications where you don't need "the best" model, especially not tomorrow's best model.