General Partner @Speedinvest / The time of Europe is now 🇪🇺 I like and tweet about Politics and all things VC / PE / Asset Management / Economics 💹 🇫🇷🇦🇹
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Joined August 2013
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Andreas Schwarzenbrunner retweeted
After our EU Council files exposed how Member States watered down EU Inc behind closed doors, the battle moves to 🇪🇺Parliament.
Welcome to rule 72!! 🍿 We need our European Parliament to wake up.
Help us by reposting so our MEPs see this.
The @Europarl_EN 's @EP_Legal (JURI, 25 MEPs) meet tomorrow Nov 5th & may vote tomorrow on EU Inc while hiding their vote & bypassing the parliament other MEPs . 🧵1/3
Andreas Schwarzenbrunner retweeted
We tasked Mistral Large 4 with creating a real-time, 3D tracker of the roughly 19,000 satellites and debris fragments orbiting Earth.
The model built a working app, tested it like a user, made it fast, and passed strict verification.
Please meet Orbital Trace :
Andreas Schwarzenbrunner retweeted
New post
Like many of you, I've sometimes been frustrated by the quality of the discussion about AI in the media and in the political debate ahead of the presidential election in France.
So what started as a conversation in a restaurant at the end of September (napkin in the post) became a 3-page GDoc called "A note on AI to a candidate at the French presidential election”. It's non-partisan, and it's been circulating privately in French for a few weeks. I thought I'd publish it more broadly in French and English below (both GDocs in comments).
No AI slop, just my thoughts and a few graphs and sources dug up by Claude, in 3 short pages.
Probably nothing very new if you follow closely, but hopefully still interesting.
Hope you enjoy!
Andreas Schwarzenbrunner retweeted
Germany introduces new sugar and AI taxes within a few months, but when entrepreneurs ask for changes to simplify employee stock options, notary processes, or EU Inc., it takes thousands of people more than 10 years of lobbying to make simple changes.
I’m so fucking sick of our incompetent politicians. It doesn’t matter which party you vote for; it truly feels like we’re governed by a bunch of clueless boomers, too stupid to work together to fix education, healthcare, welfare, mass immigration or anything else that requires more than two brain cells.
I’m ready to either leave permanently or hit the reset button. Afuera!
Jetzt wird es richtig lächerlich: Die Koalition debattiert eine KI-Steuer
Vor zwei Wochen brachte Digitalminister Wildberger im Tagesspiegel die Besteuerung von KI-Umsätzen ins Spiel, um den Umbau des Arbeitsmarkts zu finanzieren. Kurz darauf ruderte er bei RTL zurück, erst müsse Deutschland die Chancen der Technologie nutzen.
Gestern hat CDU-Vize Karin Prien den Vorstoß wiederbelebt. Im Stern: Wenn Wertschöpfung im Wesentlichen über Künstliche Intelligenz funktioniere, müsse das auch besteuert werden, anders gehe es nicht.
Immerhin: Merz steht der Sache kritisch gegenüber. Beschlüsse oder Gesetzentwürfe gibt es keine.
Was es auch nicht gibt: eine Definition.
Was genau ist ein KI-Umsatz?
Der eines Unternehmens, das ein Modell trainiert?
Der eines, das eines nutzt?
Jede Software enthält heute KI-Komponenten. Entweder trifft die Steuer irgendwann jeden Softwareumsatz, oder sie trifft genau die vier US-Konzerne, die hier ohnehin das meiste Geschäft machen.
Und das ist der eigentliche Punkt. Deutschland hat keine Frontier-Modelle, keine nennenswerte Rechenkapazität und rund 5 Prozent Anteil an der globalen KI-Infrastruktur. Diskutiert wird gerade die Verteilung einer Wertschöpfung, die hier niemand erzeugt.
Man beschließt die Ernte, bevor man gesät hat. Mit dem Wissen, dass es am Ende ohnehin nichts zu essen gibt.
Andreas Schwarzenbrunner retweeted
Könnte die Europäische Union endlich eine eigene Unternehmensform erhalten - die EU Inc?
Nein, sagt der Abzockstaat 🇦🇹. Unsere papierstempelnden, Buchstaben-ablesenden Notare würden ja weniger verdienen. 😄
Andreas Schwarzenbrunner retweeted
The chances of being killed by a landmine delivered by a bear are low, but they are never zero.
Andreas Schwarzenbrunner retweeted
Member States will tell you with a straight face that Europe needs less red tape.
Then, behind closed doors, they try to water down #EUInc, an initiative that would benefit thousands of innovative companies across the continent, to:
🔸️keep notaries mandatory for buying and selling shares
🔸️add notarial steps where an eIDAS signature already does the job
🔸️protect notaries' and registries' revenue
🔸️ copy-paste lobby arguments against a digital registry
🔸️question the legal basis to stall the whole file
Bravo to 🇦🇹 🇸🇮 🇪🇪 🇭🇷 🇧🇬 🇱🇹 for these surreal proposals: a slap in the face to every founder trying to build in Europe, and to the citizens who asked for simplification.
Ladies & Gentlemen, we have managed to get the @EUCouncil ' EU Inc files. The ones that matter. The ones where we see the position of Each Member state: including who pushed the notaries' agenda.
Buckle up and Repost. 🍿 Now if you are from those Member States, make some noise.
Directly or through associations, politicians. Enjoy the thread 🧵 1/
Andreas Schwarzenbrunner retweeted
All for petty gains…
The kings of their small castles, unwilling to unify.
People keep shitting on Brussels leadership for issues in Europe.
In my experience so far it’s member states and parliament that come up with hurdles and insane clauses that renders europe wide fixes useless.
Usually because of status quo lobbists or incentives to never change anything m.
No idea where @euacchq got this file from, as this stuff in usually not leaked, but to read for yourself.
(And council doesn’t even come up with the really crazy change requests, Parliament does.)
PS: welcome to my hell lol.
👇
Andreas Schwarzenbrunner retweeted
Austria doing Austrian things. And then politicians are sitting on stages and talking about bringing the AI revolution to Europe, when they can't even get rid of the thinnest of red tape. teapaw.org/euacchq/status/2115843…
Andreas Schwarzenbrunner retweeted
We sat down with @MistralAI's Pierre Stock and Sagar Vaze from Mistral on launch day of Mistral Large 4.
Open weights. Trained in Mistral’s own data centers. Excels at cyber.
Full conversation on cyber, training, evals and sandboxing:
youtu.be/FczbSauVvjw
Andreas Schwarzenbrunner retweeted
So far at @MistralAI we've been extremely capital efficient, and we believe the "only" delta with the closed labs is compute.
We need much more compute, and we will build it.
"Build or surrender" as the saying goes.
Mistral researcher @Sagar_Vaze argues Mistral can catch OpenAI and Anthropic despite starting years later and having far less compute:
"What it would have taken for us to get to the frontier in 2023 was us to be founded in 2020 or 2019."
"This is really the key difference between ourselves, a very new lab, and some of the more established players. We just started a few years later."
"The models we've released today are state-of-the-art in a bunch of key capabilities, finance, law, engineering, some multimodal tasks."
"On agentic coding, we’re the best OSS model. Catching up with OpenAI and Anthropic is absolutely on the cards. That's absolutely the vision of Mistral."
"We don't want open weights and closed weights to have some delta in performance in the long term."
"The thing we need to get there is compute. We’ve raised 6 billion, dollars or euros, a lot of money by traditional standards. But compared to what these other labs have raised, it’s a drop in the bucket."
"We’ve convinced ourselves that we can do more with less, and the next step is to do much more with much more."
@MistralAI
Andreas Schwarzenbrunner retweeted
Today, we release the weights of a new and improved Le Chonk, advancing the open frontier for agentic coding and cybersecurity.
💻 Built to build: Le Chonk ranks #1 on @cognition’s FrontierCode among open models, and sets a new benchmark for Pareto efficiency on @artificialanalysis.
🛡 Built to defend: State-of-the-art in cyberdefense, put through the paces by the world's leading cyber vendors, including @CrowdStrike, @cloudflare, @rubrik, @zscaler, and others.
Built for sovereignty: Make it yours. Download the weights on @huggingface , customize it with Mistral Forge, and deploy it wherever you need it.
Read more from our team and customers 👇:
Andreas Schwarzenbrunner retweeted
Ladies & Gentlemen, we have managed to get the @EUCouncil ' EU Inc files. The ones that matter. The ones where we see the position of Each Member state: including who pushed the notaries' agenda.
Buckle up and Repost. 🍿 Now if you are from those Member States, make some noise.
Directly or through associations, politicians. Enjoy the thread 🧵 1/
Andreas Schwarzenbrunner retweeted
FLUX-mimic controlled a real robot in the @nvidia booth with @mimicrobotics at GTC Berlin last week.
People also got to play with FLUX 3 Image, Video, and see FLUX 3 Action at the @nebiusai booth.
More highlights in the 🧵
Andreas Schwarzenbrunner retweeted
French protestors want higher public spending, wages, subsidies and pensions. Meanwhile France has gov’t spending of 57% of GDP (among highest of Western countries), deficits of 5% of GDP, 10 year bond rate >5%, and a currency they don’t control. I don’t understand how this ends.
Andreas Schwarzenbrunner retweeted
Good Morning from Germany, where one of Europe’s biggest landlords calls the country “uninvestable.” Heimstaden is withholding fresh capital over Berlin’s expropriation plans. It owns 20,000 apartments in the city worth ~€5bn and estimates a potential €1bn loss. Its hybrid bond has plunged from ~98 cents in August to 82.5. The irony: a policy meant to tackle the housing shortage risks driving away investment without building a single new home. bloomberg.com/news/articles/…
Andreas Schwarzenbrunner retweeted
We've been running a fully autonomous demo of FLUX-mimic nonstop at GTC for two days. We're even golden hour -proof. Lfg @mimicrobotics
Andreas Schwarzenbrunner retweeted
AI for industrial engineering will bring humanity to its next technological era. This is a key pillar of our research, and we're deepening our partnership with NVIDIA to address the needs of the manufacturing world
Today we’re announcing a new collaboration with @nvidia to bring AI to industrial engineering:
- faster simulation
- open benchmarks and supporting datasets for physics AI
- evaluations for agentic AI in CAE and EDA
More here: mistral.ai/news/mistral-nvid…
Andreas Schwarzenbrunner retweeted
Abflug nach Osten
Der Flughafen Wien wird heuer voraussichtlich rund 2,1 Millionen Passagiere weniger abfertigen als im Vorjahr. Eine knappe Autostunde weiter östlich passiert das Gegenteil. Bratislava steuert auf 4,6 Millionen Fluggäste zu, ein Plus von 2,2 Millionen.
Zufall ist das keiner. Österreich kassiert von jedem abfliegenden Passagier zwölf Euro Flugabgabe, dazu kommen hohe Flughafen- und Flugsicherungsgebühren. Die Slowakei verlangt gar keine Ticketsteuer. Die Airlines haben reagiert und Flugzeuge samt Verbindungen über die Grenze verlegt.
Die Passagiere sind damit nicht verschwunden. Viele von ihnen steigen jetzt eben in Bratislava ein. Österreich verliert dabei Arbeitsplätze und Wertschöpfung, und auch die Einnahmen aus der Flugabgabe schrumpfen mit jedem Flug, der nicht mehr in Wien startet. Wer an den Kosten fürs Fliegen dreht, sollte wissen, wie schnell die Airlines ausweichen.
