The two companies have read the market the same.
It's always very dangerous for first movers and their investors, and the commodification of intelligence seems even more likely each time a chinese open model release. It's less exciting to do business that way, but if you're building to stand the test of time, it's wiser that way.
Apple's strategy seems to be "wait till real business shakes out" but Mistral's strategy seems to be "go after profitable niches and avoid unwinnable fights".
I think what Mistral is doing is smart within their financial constraints, but this comparison is misleading. Mistral is an LLM company; Apple is a consumer hardware and services company.
It's smart for Apple not to join the LLM arms race, because they can just pick the cheapest supplier and let other companies take the financial losses. Mistral is in a very different situation; they are the supplier.
Apple is a $4.7 trillion company selling computers and iPhones. How many computers and iPhones is Mistral selling?
In your comparison Apple is Apple while Mistral is orange.
Mistral is not Apple, and is not emulating their strategy. Please show me Mistral’s half a $Trillion in yearly revenue coming from consumer hardware/software.
Then I’ll agree with you that they’re taking the Apple strategy.
First of all, they release the models' weights, perdonally I don't consider any other option as viable (no OpenAI and definitely no Anthropic, thank you).
I especially like their Vibe Chat web offer, the allowed monthly usage with a free account is incredibly generous (still have to hit a limit) and the deep research feature (5/month for free) is also valuable.
I don't know anything about the alleged regulation maxxing problems, I don't perceive them as a problem for my causal/personal usage anyway.
But I do care about capability and so far only Anthropic and, very recently with Astra, OpenAI can deliver on coding quality. And capability matters immensely. There is a world of difference between being able to do something and not being able.
We've been migrating all of our AI automations from Gemini to Mistral because of the fear of data transfer regulations. Maybe they don't apply to us (we don't really feed personal data to AI), but we can't afford to find out.
It's been quite annoying too because the Mistral documentation and dashboards are all over the place.
Fear of fines... that's not what I would call "the right reasons".
which is a market Chinese labs won't get into.
they only other company they compete with is probably palantir in that regard.
Every newly released model is paraded as SOTA showing peak or near peak performance on cherry-picked bendmarks the model was either fine-tuned on, or tested under specific conditions optimal for that model.
You crazy to think that Fable and Astra capabilities is fake
Whether AI is hosted by the USA, Europe or China - they all are awful and eliminating real jobs while also driving up RAM prices etc... Why should I want to support any of these?