Eva Simone Lihotzky

speaker

1,257 appearances 15 recordings 1 series first heard May 2026 last heard 27 Aug

Eva Simone Lihotzky’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 15 in all, peaking in Aug 2026 with 4.

Appearances

newest first · ▶ plays the moment

The In-Between Tech and Trust Podcast · Anthropic's Model Suspension, Europe 2031, and G7 World Leaders Lunching with Frontier AI Lab & Tech CEOs: The Week in Tech & Trust with Yours Truly (EP 29) · 19 Jun 2026 podcast

Uh GB300 chips at 44 MW. podcast-host

And there is one detail which was revealing, intriguing, and also, you know, well telling in that sense, because they financed that data center in debt and they used $830 million about it, and they didn't choose equity. podcast-host

And why didn't they choose equity? podcast-host

Well, because they intentionally didn't podcast-host

didn't want to dilute and scale without independence. podcast-host

And so I think it's also a way of how you could see Mistal as a company aiming for European sovereignty. podcast-host

But what I wanted to highlight here is the scale gap that they are faced with because they are targeting somewhat around one billion in annual recurring revenue by the end of twenty twenty six. podcast-host

Which in itself is quite remarkable. podcast-host

Yet if you know how much also Entropic, Google, and OpenAI are currently earning, that's really hard for them to hold up against who are like operating on completely different magnitudes, so to say. podcast-host

So Mistral's bet is sovereignty, compliance, and also their, you know, closeness to the European market. podcast-host

And they do want to be trusted by podcast-host

European data and have that become their differentiator. podcast-host

And when we combine that now to what I was initially telling you about the fable suspension and also with the European 2031 thesis, because the authors had penciled in something like that around 2029. podcast-host

So in their future state, this would have been potentially happening only in three years. podcast-host

And what we now podcast-host

realized is that we received a national foreign lockout in twenty twenty six. podcast-host

Letting that sink in, one could only say that the predictions stated or the trend line drawn ahead of the people that were warned warning about it. podcast-host

And the one reason that I wanted to keep linking this back to trust is that I think Europe's AI story is widely and usually told as a capital problem. podcast-host

You know, five percent of compute that we only have available, the gigafactories that come too late. podcast-host

And I know and we face podcast-host

Showing 801–820 of 1,257 · page 41 of 63