Our doctrine
Public positions, dated and owned. They underpin what we recommend to our clients, and they bind us: each can be held against us the day we advise the opposite.
Sovereignty as a product, or sovereignty as property
One is bought and paid for as long as the contract runs. The other is owned, audited and transferred.
Read the analysisNeither Washington nor Beijing: the third way is a necessity
Building on a closed American model or on an open Chinese one means inheriting a risk you do not control.
Read the analysisWhat it would actually take for a European frontier model
An open frontier model will happen at European scale, or it will not happen at all.
Read the analysisPreserve or dissolve: AI and heritage collections
Treating culture as an extractive resource is a choice, and there is an operational alternative.
Read the analysisThe frontier that matters is no longer model size
Between two models equivalent on your real use cases, the gap in the bill routinely reaches a factor of fifty.
Read the analysisThe harness is an asset, the model is a consumable
The model will be replaced within eighteen months. The harness you build around it will remain.
Read the analysis