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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