Analyzing Aleph Alpha’s strategic pivot, funding, and acquisition to understand the costs of late structural adaptation in European AI development.
The Latest
Aleph Alpha. The retrospective case.
Software engineering. The canonical case.
A detailed report on how AI impacts software engineering labor, showing significant displacement at junior levels and augmentation for seniors, with a looming pipeline crisis.
Engineering Is Automated. Research Is the Residual.
Recent advances show AI can now automate much of AI engineering; research tasks remain less automated, but the gap is closing.
OpenEuroLLM. The third path.
OpenEuroLLM, Europe’s pan-European language model project, faces significant compute challenges despite reaching initial milestones, highlighting limits of collective AI development.
The Coding Singularity Is Real — and Steeper Than Clark Presented
New data confirms rapid AI coding progress, revealing a faster-than-expected trajectory toward recursive self-improvement in software development.
Mistral. The fourth path.
Mistral has raised over $830M, launched six products, and achieved $400M ARR, establishing itself as Europe’s leading commercial AI firm amid ongoing capability gaps.
Minerva. The opposite path.
Italy’s Minerva project trained from scratch on 2.5 trillion tokens but scored only 4.9% on Italian academic tests, raising questions about scale and investment.
The Forecast Is the Plan.
Major AI labs publicly commit to automating AI R&D by 2026, signaling a shift from aspiration to strategic execution amid rising capital and institutional focus.
The Atlas. What the framework is.
An in-depth look at the Post-Labor Transition Atlas, a new empirical framework analyzing AI-driven labor displacement, policy responses, and structural alternatives.
AMÁLIA · The Three Hard Questions.
Portugal’s €5.5M AMÁLIA LLM is operational but faces unresolved questions about openness, native data, and goals, impacting European AI sovereignty.
