Aleph Alpha. The retrospective case.

Analyzing Aleph Alpha’s strategic pivot, funding, and merger with Cohere to understand the costs of late structural adaptation in European AI development.

Engineering Is Automated. Research Is the Residual.

Recent analysis shows AI has automated much of core engineering tasks in AI R&D, while research remains less automated. This shifts the landscape of AI development.

Software engineering. The canonical case.

New data confirms a 40% drop in junior developer hiring since 2022, with significant bifurcated effects across experience levels and ongoing pipeline risks.

OpenEuroLLM. The third path.

European consortium OpenEuroLLM faces significant compute challenges as it advances toward first model delivery in July 2026, highlighting limits of pan-European AI efforts.

The Coding Singularity Is Real — and Steeper Than Clark Presented

Recent data confirms AI’s coding capabilities have advanced faster than expected, fueling the recursive loop toward singularity, with deployment still unfolding.

Mistral. The fourth path.

Mistral raises $830M, becomes Europe’s top venture-backed AI firm, but still trails US leaders in reasoning capabilities amid ongoing strategic debates.

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 scale and investment in sovereign LLMs.

The Forecast Is the Plan.

Major AI firms publicly commit to automating AI research by 2026, signaling a shift from aspiration to strategic execution. What this means for the industry.

AMÁLIA · The Three Hard Questions.

Portugal’s €5.5M AMÁLIA project is operational and outperforms many models in Portuguese benchmarks, but key questions about openness, native data, and goals remain.

The Atlas. What the framework is.

An in-depth analysis of the Post-Labor Transition Atlas, its empirical basis, structural insights, and implications for AI-driven labor displacement.