by Raphael Dudler | Sep 11, 2026 | europe & ai
Mistral raised €3 billion — the largest equity round in European tech history — to build sovereign AI on European soil. After a month of arguing that Europe regulates but doesn’t build, here’s the counter-evidence. Genuinely good news, and, against OpenAI’s €852 billion, still a minnow. The gap, not the record, is the real story.
by Raphael Dudler | Sep 10, 2026 | meta ai
Meta launched Muse, an AI agent that doesn’t just answer but acts — sending emails, booking travel, spending money and negotiating on your behalf, on its own. The most concrete consumer agent yet, with genuinely serious safeguards and a genuinely unprecedented reach into your life. The convenience is real, and so is the price. What it means, especially for Europe.
by Raphael Dudler | Sep 9, 2026 | gafam watch
OpenAI says 10,000 AI agents produced a proof for the Navier-Stokes Millennium Problem in 88 hours. The capability is staggering — but it’s a proposed proof, the Clay Institute still lists the problem as unsolved, OpenAI isn’t claiming the prize, and its independence is already disputed. Be amazed, and wait for the mathematicians. And what it means when science becomes a function of compute.
by Raphael Dudler | Sep 7, 2026 | gafam watch
Meta’s first real-time audio model is a modest transcription tool — but it’s foundational plumbing for a much larger bet: that the next interface is voice, not screens. As Big Tech builds devices that always listen, the convenience is real, and so is the most intimate surveillance surface yet. What a world of listening machines means, especially for Europe.
by Raphael Dudler | Sep 5, 2026 | gafam watch
A day after OpenAI declared the AGI era with GPT-6 Astra, the strongest case for caution comes from inside OpenAI. The president says AGI has arrived; the CEO says “not quite”; the official text avoids the word; independent benchmarks decline to crown it. Impressed by the machine, patient with the label — and why Europe must be able to check claims the labs can’t settle themselves.