Six months after initial analysis, FDE unit economics reveal profitability at enterprise scale but risks at lower levels, shaping AI industry growth.
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Advanced Topics in SQA
192 posts
Aleph Alpha. The retrospective case.
Analyzing Aleph Alpha’s strategic pivot, leadership exit, and merger with Cohere to understand Europe’s AI development challenges.
Engineering Is Automated. Research Is the Residual.
Recent benchmarks show AI can automate core engineering tasks, while research remains less automated, raising questions about future AI development.
OpenEuroLLM. The third path.
European consortium OpenEuroLLM faces significant compute challenges as it progresses toward July 2026 model delivery, highlighting limits of pan-European AI efforts.
The Coding Singularity Is Real — and Steeper Than Clark Presented
New data confirms AI coding capabilities are advancing faster, pushing toward a recursive self-improvement loop, with implications for industry and policy.
Mistral. The fourth path.
Mistral, a Paris-based AI firm, raised over $830M in 2026, becoming Europe’s strongest commercial AI player, yet still behind US leaders in reasoning tasks.
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, with significant industry implications.
AMÁLIA · The Three Hard Questions.
Portugal’s €5.5M AMÁLIA project, a European Portuguese large language model, is operational but faces key structural questions about openness, native data, and goals.
The Atlas. What the framework is.
An in-depth analysis of the Post-Labor Transition Atlas, its empirical basis, structural insights, and implications for AI-driven labor displacement.