Just finished north of 200 meetings in Europe with customers and technologists. The conversations were primarily around AI, common questions include:
1. Are there examples of organizations who have been able to demonstrate production level systems and do those developments show a return in lower cost, efficiency or better top line?
2. What do you think about agents? How will we discover, govern and stop agents if need be. Perhaps the biggest security concern ATM.
3. The frontier AI models are expensive, what's the business case at these token prices to embed AI in our customer facing products? Where will token prices be in the future.
4. What are the longer term implications of Mythos like models? Do we need to update cyber infrastructure or all IT infrastructure?
5. What do you think of Chinese opensource models? Are they secure and what is the downside of using them if they can be secured and they are cheaper?
The parts that surprised me were:
1. The pausing of Mythos and Fable 5 caused more consternation and concern in Europe both short term and raised longer term concerns on single model reliance or reliance or models not in ones control. I hadn't seen it from their POV.
2. Sovereignity which was always a topic and still is, is getting more nuanced - they want data residency, data localization and local resources, but there seems to be more willingness to accept global services on clouds. Classified systems continue to be an issue.
Net net - we need to ensure we continue to build trust both on our Frontier models and their consistent availability, we need to get the right economics in place and spend more time in Europe communicating and building presence if we want AI adoption to keep pace with the US.