Stan joined Stripe early and spent five years there, then joined OpenAI for three years working on large language models and math research. He left OpenAI to return to product building and founded Dust, a model-agnostic AI platform for the workplace. He emphasizes reasonable fundraising valuations, credit-based pricing, and building in France despite friction.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Mistral has executed exceptionally well, with CEO Arthur Mensch growing rapidly into his role, and their aggressive strategy justifies the $12B valuation.