A detailed analysis of Aleph Alpha’s strategic pivot, funding, and eventual acquisition, highlighting key lessons for Europe’s sovereign AI efforts.
The Latest
Aleph Alpha. The retrospective case.
Engineering Is Automated. Research Is the Residual.
Recent developments show AI can automate much of engineering, but research remains less automated. Experts see a shifting landscape in AI R&D capabilities.
Software engineering. The canonical case.
New data shows a 40% drop in junior hiring, while senior engineers benefit from AI augmentation. The sector reveals a bifurcated impact amid economic factors.
OpenEuroLLM. The third path.
OpenEuroLLM, a major pan-European project, faces significant compute challenges in developing multilingual sovereign LLMs, with first models due July 2026.
The Coding Singularity Is Real — and Steeper Than Clark Presented
Recent data confirms the coding singularity is underway, with AI systems now handling most routine software engineering tasks at near-human levels, and the trajectory accelerating.
Mistral. The fourth path.
Mistral, a Paris-based AI firm, raised over $830M in 2026, becoming Europe’s leading commercial AI player, but still trails US models on complex reasoning.
Minerva. The opposite path.
Italy’s Minerva-3B, trained from scratch on 2.5 trillion tokens, scored just 4.9% on Italian school exams, raising questions about native-language investment.
The Forecast Is the Plan.
Major AI labs and investors are publicly committing to automating AI R&D, with specific targets and plans, signaling a shift in industry strategy.
AMÁLIA · The Three Hard Questions.
Portugal’s €5.5M AMÁLIA model is operational, but key structural questions remain about openness, native data, and goals, impacting future AI policy.
The Atlas. What the framework is.
An in-depth look at the Post-Labor Transition Atlas, a new empirical framework analyzing AI-driven labor displacement, policy responses, and structural alternatives as of 2026.