Mistral Is SO Back: Inside Le Chonk, the West’s Biggest Open Model
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摘要
Mistral AI is back in the frontier AI race. Mistral Large 4, nicknamed “Le Chonk,” is a 1-trillion-parameter open-weight model, trained in two months on 3,800 GPUs in Mistral’s own European datacenters — and independently rated the best open model outside China alongside Meta’s Muse Spark Open. After a year when open-weight AI meant DeepSeek, Kimi, Qwen and GLM, October brought a wave of Western open models, with Mistral at the front of it. Pierre Stock, Mistral’s VP of Science and first employee, walks through how the model was built: mixture-of-experts explained, what Mistral borrowed from DeepSeek, reinforcement learning at scale on coding, cyber, finance and chip design, why the RL run is still going, the model that pinged its own trainer from inside the sandbox, open weights vs cyber refusals, why 10-trillion-parameter models are coming, and Mistral Large 5, already in pretraining.
00:00 Cold open
00:59 The Western open-weight comeback: Beam, Le Chonk, Muse, Nemotron
04:09 The US shutdown of Anthropic’s models — “AI is like electricity”
06:07 Why “Le Chonk”
07:56 “Mistral fell behind”: the comeback from the inside
10:29 Training on 3,800 GPUs in Mistral’s own datacenters
13:24 Meta keeps its best model closed, Mistral opens Chonk
15:40 Chonk vs Beam, Muse Spark Open and the Chinese models
18:44 Why Chinese labs are still at the frontier
21:08 Pierre’s story: FAIR, Yann LeCun, the “Mistral mafia”
25:14 From compressing networks to a trillion parameters
27:30 Mixture of experts explained: the hospital analogy
32:25 10-trillion-parameter models are coming
35:29 What Mistral borrowed from DeepSeek
36:46 One model, several reasoning modes
39:15 Native multimodality: satellites, manuals, computer use
41:56 Data, synthetic data and model collapse
46:32 Reinforcement learning as an exam
49:59 Where the efficiency comes from
52:18 Le Chonk is still training right now
53:39 What RL trains on: coding, cyber, finance, chips
58:13 Partial rewards and looping penalties
59:58 Did RL teach anything new? pass@k
1:03:16 The sandbox story: the model that pinged its trainer
1:07:44 Open weights vs cyber refusals
1:12:05 Timestral: time series on a CPU
1:14:18 AI doing AI research
1:16:22 Coming up: Mistral Large 5
Pierre Stock
LinkedIn — https://linkedin.com/in/pierrestock
X — https://x.com/PierreStock
Mistral AI
Website - https://mistral.ai
X - https://x.com/MistralAI
Matt Turck (General Partner)
Blog - https://mattturck.com
LinkedIn - https://www.linkedin.com/in/turck/
X - https://x.com/mattturck
FirstMark Capital
Website - https://firstmark.com
X - https://x.com/FirstMarkCap
Listen on:
Spotify - https://open.spotify.com/show/7yLATDSaFvgJG80ACcRJtq
Apple - https://podcasts.apple.com/us/podcast/the-mad-podcast-with-matt-turck/id168623872
#MistralAI #MistralLarge4 #LeChonk #OpenSourceAI #OpenWeights #MixtureOfExperts #ReinforcementLearning #DeepSeek #MetaAI #SovereignAI #AIResearch #LLM #FrontierAI #PierreStock #MADPodcas
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