Mistral CEO on Why Energy Is Not the Bottleneck to AI | Why OpenAI and Anthropic Will Come for Your Business | The Future of the Inference Market

Arthur Mensch is the Co-Founder and CEO @ Mistral, the last remaining hope for frontier intelligence in Europe. Mistral has raised approximately $7.5BN, including debt, and reached a valuation above $24BN. Previously a researcher at Google DeepMind, Arthur co-authored the landmark Chinchilla research, showing how smaller, better-trained AI models could outperform much larger rivals.

In Today's Show:

• Is Mistral Europe's Last Hope in AI?

• Are Chinese Open Models Actually Safe?

• Will OpenAI & Anthropic Replace Their Own Customers?

• Why Energy Isn't Europe's Biggest AI Bottleneck

• Why Mistral Won't Follow OpenAI Into Chips

• Who Gets Rich From the Inference Boom?

• 102 New AI Labs: Who Actually Survives?

• Are $100 Billion Training Runs a Fantasy?

• If Everyone Needs Compute, Why Are AI Stocks Crashing?

• Will Mistral Choose Europe for Its IPO?