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> My 2ct: Currently the moat may be that they are not US-American which is not reproducible by any of the US alternatives.

I hope you are right (I am in the process of finalising a product and one of the top-5 selling points contains "outside the jurisdiction of the US"), but in my experience, companies only pay lip service to ethics unless it hits their bottom line.

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> but in my experience, companies only pay lip service to ethics unless it hits their bottom line.

Sure, Mistral AI is certainly not the market leader and probably never will be but we're not talking about being a market leader but about having a moat.

I instantly believe you when you tell me that many companies do not care. On the other hand there are companies that do. At least partially: ASML, Stellantis, AXA, BNP Paribas, the French ministry of defense, Helsing, SNCF, ... are all Mistral AI customers.

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