> At some point, businesses will choose the option that provides the most value. I'm very skeptical that Mistral will survive long-term.

This is a pretty naive and innocent take. There is good reasons to why customers might continue to find value in Mistral A.I.

(1) - There is no particular reason why "European" model should be worst than "Chinese" one. GDPR restrictions are not such a big deal and have been made lighter recently [1]. And contrary to China, Europe is not under hardware embargo.

(2) - Most domains are not software engineering and do not need ultra advanced and extremely large models with complex agent setup to reach their optimum in term of A.I usage.

(3) - At the opposite, there is pretty good reasons why companies would want to use European operators with the current geopolitical context (e.g Cloud Act, Risk of data leaks, Regulations, Taxes, Reputation, Geo-political risk, ...).

[1]: https://digital-strategy.ec.europa.eu/en/faqs/digital-packag...