AI觉醒星球
Awakening is here
Knowledge File / AI小生意项目库
2026-07-05 0 浏览 会员

Mistral CEO Mensch 称专有AI模型让实验室对你的业务流程一览无余

Mistral创始人Arthur Mensch警告企业不要依赖闭源AI模型,认为这会暴露商业流程。他建议使用开源系统并自建模型。Palantir CEO也持类似观点。虽然实验支持微调开源模型的优势,但需注意Mistral自身立场及闭源模型的反超可能。

SOURCE / AI小生意项目库 MIN / 9 ACCESS / 会员 POST / 2026-07-05 18:22:06

原贴

查看原文
作者:Matthias Bastian 来源站点:the-decoder.com 原贴时间:

原文

Mistral founder Arthur Mensch is making the case for open-source AI. In a LinkedIn post, he warns companies against depending on closed AI models. Companies that sell closed models are storing more and more data, giving them a window into their customers' business processes, Mensch claims. Some AI labs "have a track record of going after their most successful customers thanks to this information," according to Mensch. He advises companies to store their data in open systems, set their own access rules for AI, and build their own training models, even if "these efforts might seem daunting." "Frontier AI can accelerate the growth of your business, but if it's not in your hands, it's not going to be your growth," Mensch writes . Ad Mensch's comments follow similar remarks by Palantir CEO Alex Karp , who also urged companies to build their own AI models instead of relying on proprietary outside solutions. Palantir also published a manifesto for secure AI in business . Among other things, it reads, "Controlling your weights is controlling your fate. Weights are the distilled form of hard-won, accumulated institutional knowledge. If you let others control your weights, you are allowing them to migrate the alpha of your business to theirs." Ad DEC_D_Incontent-1 Mensch's arguments are valid, but they need context. Mistral is the only EU company with relevant AI models, and it can't really compete with top-tier models like GPT-5.6 Sol or Fable 5 on raw performance. Mistral's business model leans heavily on EU sovereignty because that's where the company stands to gain the most, even though about 30 percent of its shares are held by US investors . Large general-purpose AI models have also repeatedly beaten specialized models on specialized benchmarks, as long as the relevant domain knowledge was part of the training data. Mensch is arguing his own book here. A recently published experiment on financial document analysis partly backs him up, though. Internal expert knowledge that wasn't included in the training data of large models can provide an edge. Ad The hedge fund Bridgewater and Thinking Machines Lab, the startup founded by former OpenAI CTO Mira Murati, fine-tuned the open-source model Qwen3-235B using their own investor evaluations. According to their own assessment , the fine-tuned model hit 84.7 percent accuracy on financial documents, while the best frontier model reached 78.2 percent. Operating costs were nearly 14 times lower. That wasn't an independent comparison, and both companies have a stake in selling their products. It's also just a snapshot. Companies like Anthropic or OpenAI could simply buy that kind of data for future training or generate it themselves, which would likely put them back on top. Ad DEC_D_Incontent-2 Subscribe to THE DECODER for ad-free reading, a weekly AI newsletter, our exclusive "AI Radar" frontier report six times a year, full archive access, and access to our comment section.

中文翻译

Mistral创始人Arthur Mensch正在为开源AI辩护。在一篇LinkedIn帖子中,他警告企业不要依赖闭源AI模型。Mensch声称,销售闭源模型的公司正在存储越来越多的数据,这让他们得以窥视客户的业务流程。据Mensch称,一些AI实验室“凭借这些信息有追踪其最成功客户的记录”。他建议企业将数据存储在开放系统中,自行设定AI的访问规则,并构建自己的训练模型,即使“这些努力可能看起来令人生畏”。Mensch写道:“前沿AI可以加速你的业务增长,但如果它不在你手中,那增长就不会是你的。”Mensch的评论紧随Palantir CEO Alex Karp的类似言论,Karp也敦促企业构建自己的AI模型,而不是依赖外部的专有解决方案。Palantir还发布了一份关于企业安全AI的宣言。其中写道:“控制你的权重就是控制你的命运。权重是来之不易、积累的制度知识的精华。如果你让别人控制你的权重,你就允许他们将你的业务优势转移到他们那里。”Mensch的论点是有道理的,但它们需要背景。Mistral是唯一拥有相关AI模型的欧盟公司,在原始性能上它无法真正与GPT-5.6 Sol或Fable 5等顶级模型竞争。Mistral的商业模式严重依赖欧盟主权,因为这是该公司收益最大的地方,尽管其约30%的股份由美国投资者持有。大型通用AI模型也一再在专业基准测试上击败专业模型,只要相关领域知识包含在训练数据中。Mensch在这里是在为自己谋利。不过,最近发表的一项关于金融文档分析的实验部分支持了他的观点。未包含在大模型训练数据中的内部专家知识可以提供优势。对冲基金Bridgewater和由前OpenAI CTO Mira Murati创立的初创公司Thinking Machines Lab,使用自己的投资者评估对开源模型Qwen3-235B进行了微调。根据他们自己的评估,微调后的模型在金融文档上的准确率达到84.7%,而最佳前沿模型为78.2%。运营成本低了近14倍。这不是一项独立比较,且两家公司都有出售其产品的利益。这也只是一个快照。像Anthropic或OpenAI这样的公司可以简单地购买这类数据用于未来训练或自行生成,这很可能让它们重新领先。订阅THE DECODER以进行无广告阅读、获取每周AI新闻通讯、每年六次独家“AI雷达”前沿报告、完整档案访问权限以及评论区的访问权限。

核心信息

Mistral创始人Arthur Mensch警告企业不要依赖闭源AI模型,认为这会暴露商业流程。他建议使用开源系统并自建模型。Palantir CEO也持类似观点。虽然实验支持微调开源模型的优势,但需注意Mistral自身立场及闭源模型的反超可能。

  • Mistral创始人Arthur Mensch警告企业不要依赖闭源AI模型,认为这会暴露商业流程。他建议使用开源系统并自建模型。Palantir CEO也持类似观点。虽然实验支持微调开源模型的优势,但需注意Mistral自身立场及闭源模型的反超可能。
  • 原贴提到:Mistral founder Arthur Mensch is making the case for open-source AI. In
  • 来源:the-decoder.com
试看内容

成为会员查看完整内容

你已经看到了这篇内容的前置整理,剩余深度部分仅对会员开放。

详细解读 信息差价值 参考来源
成为会员查看完整内容
上一篇 AI私立学校向富裕美国家庭推销个性化学习,超越传统教育 下一篇 AI搜索代理的失败不在于搜索,而在于查询模糊时不会提出正确问题