Comment by erichocean

You do realize that China is not the only place making open weights models, right?

> they'd be unable to justify their valuation or investments

I don't think they're justified now, certainly their results don't justify it. Mistral is mid at best.

> It's core to their whole value proposition that they are providing sovereign AI capabilities in Europe.

Except they don't, they are dependent on GPUs from nVidia and AMD—both American companies.