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essen retweeted
Totally fair pushback. I’m not saying the Single Market or the ECB don’t exist. They obviously do.
What I’m saying is that the EU has a habit of building projects right up to the point where the next step requires giving up actual national control… and then stopping.
It’s happened over and over.
The Single Market was supposedly completed in 1992, but in practice it’s far more unified for goods than services or capital. A lot of the rules still get implemented through national legislation, which means you’re often dealing with 27 versions of the same framework rather than one truly unified system.
The euro is probably the biggest example. Europe built a monetary union but never built the fiscal union that normally sits behind it. No large common budget, no common safe asset, no real federal treasury. A shared currency without a shared state.
Then after the euro crisis they built Banking Union. Supervision? Done. Resolution? Done. Common deposit insurance? Still sitting unfinished a decade later because member states can’t agree on who should ultimately backstop whose banks.
Same story with Capital Markets Union. It launched in 2015, got relaunched, got relaunched again, and is now called the Savings and Investments Union. That’s not a criticism per se, it’s just hard to call something “complete” when Brussels keeps rebranding it every few years because the core objectives still aren’t there.
And the reason is always the same: what’s left involves the things governments are least willing to pool. Tax policy. Insolvency rules. Corporate law. Pensions. Deposit guarantees. The expensive, politically sensitive stuff.
So when I say Europe doesn’t have a truly deep unified capital market, I’m not trying to dunk on Europe. It’s basically the conclusion of the Draghi and Letta reports themselves.
The capital absolutely exists. Europe is wealthy. Europeans save enormous amounts of money.
The problem is that the savings pool isn’t connected into one deep market the way it is in the US. That’s why roughly €300 billion of EU savings still flows into American markets every year, and why European companies remain far more dependent on bank lending than their US counterparts.
Europe built the house.
It just never finished a few load-bearing walls.
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There is a common myth that you can't block VPNs because they're encrypted with SSL and would block regular HTTPS traffic as well. That's completely wrong, modern routers have smart techniques that can distinguish the two. For example China does this in their great firewall.
"Interdire les VPN", c'est ne rien comprendre à ce qu'est un VPN.
Un VPN, ce n'est pas un produit, c'est un principe. Un tunnel chiffré entre votre machine et un serveur que vous choisissez. Votre trafic ressort avec l'adresse de ce serveur, point final. C'est de la cryptographie et du routage, rien d'autre.
Or ce tunnel chiffré, c'est exactement la même brique technique que le HTTPS de votre banque, le SSH de n'importe quel développeur, le réseau interne de n'importe quelle entreprise. Le chiffrement et le tunneling, ce n'est pas "le truc des hackers", c'est le socle de l'internet moderne.
Donc "interdire les VPN", au sens littéral, ça veut dire interdire les tunnels chiffrés. Et interdire les tunnels chiffrés, c'est casser le e-commerce, la banque en ligne, le télétravail, bref tout ce qui fait qu'internet fonctionne. Vous ne pouvez pas tuer l'un sans tuer l'autre.
Maintenant le concret, celui qui fait que c'est déjà perdu.
Il n'y a pas "un VPN" à bloquer. Vous louez un serveur à 5 euros par mois chez Hetzner, DigitalOcean ou AWS, vous installez WireGuard ou OpenVPN en trois commandes, et vous avez votre propre VPN sur une IP que personne n'a sur sa liste de blocage. Un gamin de 16 ans fait ça pendant la page de pub.
Vous pouvez bloquer les IP des fournisseurs commerciaux connus ? Ça ne change rien à l'auto-hébergé. Pour aller plus loin, il vous faut un pare-feu national avec inspection profonde des paquets et liste blanche de protocoles. Autrement dit la Chine, l'Iran, un appareil de surveillance de masse. Et même ça fuit en permanence (Shadowsocks, V2Ray, protocoles obfusqués qui imitent du trafic HTTPS classique).
Le choix réel est donc binaire. Soit votre interdiction est du théâtre, contournée en 48 heures. Soit vous construisez une Grande Muraille numérique, et même Pékin n'arrive pas à la fermer complètement.
Le fond du problème, c'est que ces gens légifèrent contre l'arithmétique. On ne vote pas une loi contre les mathématiques. Le tunnel chiffré existera tant que le chiffrement existera, et le chiffrement existera tant qu'internet existera.
Des bureaucrates qui n'ont jamais écrit une ligne de code de leur vie décident d'interdire une primitive cryptographique qu'ils ne savent même pas définir. Ils ont déjà perdu. C'est le poulet sans tête : ça continue de courir, mais la décision est déjà tombée.
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I’m a bit tired of this discourse around EU tech that completely misses the point of why it’s not there.
The salaries are low because there’s no VC money. There’s no VC money because VC believe that there is no market for a ‘EU Champion’.
There’s no market for a EU champion because internal EU market is not big enough for VC returns. Why invest in EU champion when the US champion is guaranteed to have better returns ?
And there’s no public alternative to VC either because that’s national level and national investment in EU doesnt cross national boundaries
Mistral actions are rational, they need returns and they target the market where they can be competitive, which is the scraps the US labs cannot address. This is not enough to fund frontier lab research
The regulations are a meme and not a factor because they work fundamentally differently from the US. Compliance with EU regulations are always a matter of negociations and don’t have to be fully respected. They do not affect labs and startups.
Labour law is also contrary to the memes much more flexible in the EU than in the USA. Also not a factor.
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There’s less competiton at the special olympics
Jun 13
my take on this is that it’s not even really mistral fault, they actually have lots of clients, and more than a decent amount of gpus and datacenters compared to other open actors
but there is very little (none?) competition in Europe on the « frontier » llm aspect, so they just have to build a « good enough » model, clients choose them because they are European and/or open weight (the fact that enterprises can deploy mistral models on their own infra is a big deal for some companies) so they don’t have to compete on model capabilities with oai and anthropic
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essen retweeted
Jun 13
BTW I'm not talking about politicians here as much as I'm talking about Europeans directly, even Europeans that think their destiny is just to work for a US entity. The ban here is wide enough that even going to the US not going to help you. x.com/mitsuhiko/status/20656…
Jun 13
Europeans please wake up.
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essen retweeted
Jun 13
Europeans please wake up.
Jun 13
The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.
The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.
Access to all other Claude models is not affected.
We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.
Read our full statement: anthropic.com/news/fable-myt…
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Called it
Jun 13
The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.
The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.
Access to all other Claude models is not affected.
We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.
Read our full statement: anthropic.com/news/fable-myt…
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The idea that the USA is less regulated than the EU is factually wrong. At Odoo we work in 150 countries and actually need to implement all the regulations in code. The USA and the EU are equivalent in complexity, but the much higher infringement damages in the US makes it worse.
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The actual production cost of mass produced interior decor is so low that you can furbish your pig farm like a luxury hotel.
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At this point let me ride my motorcycle on the sidewalk
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Where has the European spirit that built the Airbus gone ? Has everybody abandoned the idea of Europe competing on the world stage ?
May 30
Faut vraiment arrêter avec cette vision complètement passéiste de la souveraineté.
Si un produit américain est meilleur, on le consomme. Point.
On va pas refaire un iPhone français. On va pas refaire un Facebook français. On a déjà essayé : Qwant, le « cloud souverain », le Minitel face à internet. Résultat → des cimetières de subventions.
La vraie souveraineté c'est pas cloner les gagnants d'hier, c'est construire la couche d'après.
Prenez le state actuel — hyperscalers devenus commodité, bientôt l'infra de SpaceX en « Space as a Service » — et bâtissez DESSUS un truc que personne n'a encore.
Cette obsession de tout refaire en plus petit et en plus tard, c'est le réflexe du village gaulois.
Bande de loosers à vouloir réinventer le passé en moins bien.
Insupportable.
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