Arthur Mensch is the co-founder and CEO of Mistral AI. He explains the compute constraints facing Mistral compared to well-funded US competitors in early 2024.
“We are still bottlenecked by compute for sure, but that's because we don't have many of it. We have 1.5 k 800, which is a few percent of our competitors.”
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More from Arthur Mensch
Opinion
Mensch: Cloud investments in AI startups resemble round-tripping
“It looks like around flipping. Yes. I don't know about that deal particularly, but it makes sense from both perspectives.”
Arthur MenschApr 29, 2024▶ 24:23Arthur Mensch: Open vs Closed - Who Wins and Mistral's Position | E1146 · 20VC with Harry Stebbings
Insight
Mensch: A team of five is faster than fifty unless uncoupled
“A team of five is faster than a team of 50. Except if you organize the team of 50 to be 10 teams of five that are sufficiently uncoupled.”
Arthur MenschApr 29, 2024▶ 2:20Arthur Mensch: Open vs Closed - Who Wins and Mistral's Position | E1146 · 20VC with Harry Stebbings
Opinion
Mensch: DeepMind's initial Gemini development was too slow before recovering
“Gemini was a bit too slow, and I think they recovered sufficiently well since.”
Arthur MenschApr 29, 2024▶ 3:50Arthur Mensch: Open vs Closed - Who Wins and Mistral's Position | E1146 · 20VC with Harry Stebbings
PredictionNot checkable as stated
Mensch: AI models will become merely starting points for developers
“And so I think that's the end state is models are effectively going to be A starting point for any AI application developer. They need to be surrounded by tools, by lifecycle management platform basically, and that's the one thing that we started to build.”
Arthur MenschApr 29, 2024▶ 9:31Arthur Mensch: Open vs Closed - Who Wins and Mistral's Position | E1146 · 20VC with Harry Stebbings
Insight
Mensch: AI application differentiation comes from data and user feedback
“Like general purpose models are a bit undifferentiated, but the differentiation that you need to create for your application comes from the data you put into it, the user feedback that you gather and the intelligence that you have to figure out what the applic…”
Arthur MenschApr 29, 2024▶ 9:48Arthur Mensch: Open vs Closed - Who Wins and Mistral's Position | E1146 · 20VC with Harry Stebbings
AssertionNot checkable as stated
Mensch: Compute is no longer the primary bottleneck for text models
“There's obviously compute, but given the amount of data you have we have at hand compute is already running into is no longer the bottleneck. The bottleneck is more the data at that point. You should look at text to text models.”
Arthur MenschApr 29, 2024▶ 10:53Arthur Mensch: Open vs Closed - Who Wins and Mistral's Position | E1146 · 20VC with Harry Stebbings
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