Mistral, which once aimed for top open models, now leans on being an alternative to Chinese and US labs, says it's on track for $80M in monthly revenue by Dec. (Iain Martin/Forbes)
THE SO WHAT
Being the non-US, non-Chinese foundation layer is now a revenue thesis—$80M in projected monthly revenue by December is geopolitical positioning turning directly into ARR. If you're an enterprise in Europe or a regulated sector anywhere, model vendor selection just became a sovereignty decision, not a benchmark shootout.
READ THE SOURCE
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