Not everyone is obsessed with code generation. There is a whole world out there.
The problem they have is that this is not a moat - their approach is easily reproducible.
If they can pull ahead in having the most number of pre-trained models (one for this ERP, one for that CRM, etc) and then being able to close sales to companies using these products and sell them on post-trained (give us your specific ERP customisations and we'll give you access to a model that is tailored to your business), then THAT is a moat.
But they need to do this without fanfare. Just close sales, and keep closing, basically. After all, even if other AI providers copy the process, the moat would already have been established for Mistral.
Isn't the entire deal with LLMs that they are trained as megaliths? How can bespoke modelling overcome the treasure trove of knowledge that megaliths can generically bring in, even in bespoke scenarios?
Their API is consistently among the most used on OpenRouter. While I can’t vouch for it myself, I think this is a decent proxy for capability. You can definitely see glimmers of greatness in their chat interface, it just feels like the system prompts are focused on something that doesn’t interest me.
Grok is nice for asking morally gray questions. ChatGPT will lie in these cases.