A frontier lab being “behind” doesn’t really matter because a lot of the work done by those labs - the rnd - is only proven useful once released and the releases end up letting other frontier labs catch up.

The play is either “dear god let me be first to market and have 8bn users” or something else.

OpenAI is now playing both camps as they’re pushing hard on b2g now. But it’s a terrible idea for govs in europe to create a dependency to OpenAI. There’s a likely world where 90%+ of eu govs sign with Mistral and that is a perfectly fine outcome for the investors imo.