Analyzing Aleph Alpha’s strategic pivot, acquisition, and what it reveals about Europe’s AI development challenges and timing.
Aleph Alpha. The retrospective case.
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Technology
63 posts
Engineering Is Automated. Research Is the Residual.
Recent benchmarks show AI can now automate most AI engineering tasks, leaving research as the remaining challenge, with implications for AI development timelines.
OpenEuroLLM. The third path.
OpenEuroLLM, a pan-European project funded by €20.6M from the EU, faces significant compute challenges as it aims to develop multilingual LLMs across 20 organizations.
The Coding Singularity Is Real — and Steeper Than Clark Presented
Recent data confirms AI’s coding capabilities have advanced faster than expected, accelerating the recursive loop toward the coding singularity, with broad industry implications.
Mistral. The fourth path.
Mistral, a Paris-based AI firm, raised over $830M in 2026, becoming Europe’s leading commercial AI player, yet still trails US models in reasoning capabilities.
Minerva. The opposite path.
Italy’s Minerva LLM trained from scratch on 2.5T tokens, yet scores poorly on Italian exams, raising questions about scale and investment in sovereign models.
The Forecast Is the Plan.
Major AI firms publicly commit to automating AI R&D by 2026, signaling a shift from aspiration to strategic execution with significant implications.
AMÁLIA · The Three Hard Questions.
Portugal’s €5.5M AMÁLIA LLM is operational, outperforming many models in Portuguese tasks, but key questions about openness, data, and goals remain.
Fair-value appraisals for used GPUs and AI hardware
A new manual valuation tool aims to establish fair market prices for used data-center GPUs and AI hardware, addressing pricing disputes in the secondary market.
The Roblox Cheat That Broke Vercel.
A Roblox auto-farm script downloaded by a Vercel employee led to a major security breach, exposing customer credentials across multiple cloud platforms.
