Whether it's feasible to release everything under open terms is actually a different issue from whether they're being truthful in how they're advertising it.
Not speaking on behalf of my employer and I have no insight into this strategy at all, but I feel like the sale of consumer GPUs is so small by comparison to data centers (more than 10x from what I can tell online) that more users of open weights wouldn't likely make much difference in the earnings report.
In the future, even consumers will launch weights and fine tunes they own in the cloud.
People don't own the fiber to their home, so why should they expect to run the GPUs? If they want smart coding and video models, they'll need H200s and B200s, and they'll need to rent them.
I expect to continue to have this, and more, as smaller models become even more capable. I also expect hardware prices to resume going down once the supply crunch ends.
I see no need to stop owning things or change my expectations around ownership, nor will I accept something like that.
This does not mean that they would necessarily subsidise consumer demand. They may be very happy to sell palette-loads of GPUs to datacenter and large corporations.
Kimi/GLM/etc basically all have this. They're not doing this out of the kindness of their own hearts.
Call it free, available, downloadable etc, but not "Open".
Either way, Mistral is a failing company with little relevance in the AI space and that's not going to save them.
Already ? I was wondering when some US based company will buy them including all that "soverignity" prompts :)
Local llms are what we need and to get that we need memory so we need computer builders from outside of US. Why ? Because when something external appears US companies also allows US citizens to have that too at lower price :) Not before external forces force them to be suddenly good hearted to their own peoples...
Can we also have coarser MoE's ? If I want to code I do not need llm be trained on past and present capitol names and chemistry and everything unrelevant to the task ! Watch Matrix again ! We need somewhat "inteligent" llms and knowledge can be uploaded just like Neo learned kung-fu :) - prompts and light tr^h^hweek of learning and some exams, we need kind of university for llms :) So llms finally fit into users computers... And when some grandmas or snowflakes start to whine tell them to learn - llms usage can be a skill finally ;)
Edit:
Wait, can we have something like interchengable weights so knowledge can be just downloaded to model folder ? Common weights format ? Reproducible builds ?
Surely they'll outcompete everyone on cost alone
[0] https://www.forbes.com/sites/maryroeloffs/2026/08/17/ai-comp...