Why data is the biggest AI bottleneck (feat. Arthur Mensch of Mistral AI) | E2212
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Why data is the biggest AI bottleneck (feat. Arthur Mensch of Mistral AI) | E2212

E2212 • Nov 19, 2025 • 65 mins

Today’s show: The race for more compute gets all the headlines, but Mistral AI CEO Arthur Mensch tells us the REAL danger is running out of data! On TWiST, Jason and Alex are chatting with the head of France’s largest foundation AI company, Mistral AI, about how enterprises can get more out of their AI pilots, whether the West is lacking leadership on open-source, why Mistral AI isn’t pursuing every possible kind of AI application, and optimizing your models for performance rather than benchmarks (aka benchmaxxing). Find out what it’s like to run a huge AI company in today’s intense environment! PLUS… why everyone made the wrong call on OpenAI vs. Google… Kraken’s fresh $20 billion valuation… Jason’s urgent message to every company thinking about M&A… and much more!

Key Points

  • Enterprises are increasingly interested in using open-source AI models for the flexibility and customization they offer, particularly around issues of data sovereignty and proprietary knowledge.
  • There is a growing trend towards deploying AI models on edge devices, with significant opportunities seen in industrial and defense applications where real-time decision-making and operational autonomy are critical.
  • The recent legal decision in favor of Meta regarding antitrust claims by the FTC is likely to trigger a surge in mergers and acquisitions in the tech industry, as regulatory pressures ease and companies seek to consolidate their market positions.
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