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Aleph Alpha. The retrospective case.
An analysis of Aleph Alpha’s strategic pivot, founder departure, and merger with Cohere, highlighting lessons for Europe’s sovereign AI efforts.
Engineering Is Automated. Research Is the Residual.
Recent developments show AI now automates core engineering tasks in research, shifting the focus from research to residual challenges in AI R&D.
Software engineering. The canonical case.
New data confirms a 40% drop in junior hiring and shows senior engineers are mainly augmented by AI, revealing a bifurcated impact in software engineering.
OpenEuroLLM. The third path.
European consortium OpenEuroLLM faces compute bottlenecks in creating multilingual LLMs, highlighting structural challenges in sovereign AI development.
The Coding Singularity Is Real — and Steeper Than Clark Presented
New data confirms the coding singularity is happening faster than previously estimated, with AI systems now handling most routine software tasks at near-human levels.
Mistral. The fourth path.
Mistral raises $830M, becomes Europe’s leading single-firm AI player with $400M ARR, challenging US dominance through commercial venture-backed efforts.
Minerva. The opposite path.
Italy’s Minerva LLM, trained from scratch on 2.5 trillion tokens, outperforms multilingual models but scores just 4.9% on Italian exams, revealing scaling limits.
The Forecast Is the Plan.
Major AI labs publicly commit to automating AI research roles by 2026, signaling a strategic shift and raising questions about the future of AI development.
AMÁLIA · The Three Hard Questions.
Portugal’s €5.5M AMÁLIA project, a European Portuguese LLM, is operational but raises three key questions about openness, native data, and goals amid broader European efforts.
