closed AI models give providers leverage



TL;DR

Mistral CEO Arthur Mensch used a LinkedIn post to argue enterprises must adopt open-source models, open data systems, and their own training flywheels, warning closed providers gain “immense leverage” over customers. His data retention and customer-competition claims have real but caveated anchors, and the argument doubles as a pitch for Mistral’s Studio and Forge products.

Arthur Mensch, cofounder and chief executive of French AI lab Mistral, has urged enterprise leaders to abandon closed AI models. In a LinkedIn post, he argued that closed providers are now forcing data retention and gaining “immense leverage” over their customers’ businesses.

As companies connect models to their internal context, Mensch wrote, providers see it, learn from it, and have a history of going after their most successful customers. The sharpest part of that charge, that providers use customer information to pick their targets, is an inference he offered no evidence for.

The data retention claim has a real anchor, with caveats. A US court ordered OpenAI to preserve ChatGPT logs during The New York Times copyright case, though enterprise and zero-data-retention API customers were excluded and the blanket order was later lifted.

The customer-competition worry is better documented. Anthropic cut off coding startup Windsurf’s model access in 2025 while building its rival Claude Code, and Brookings has warned that model providers increasingly compete with their own customers as they chase application-layer revenue.

The prescription

Mensch’s programme runs from open models to open data stores, strict access controls, and a continuous training flywheel that improves systems on internal interactions. The goal, he wrote, is turning the edges of a business into AI systems that vendors and competitors cannot replicate.

He was candid that this amounts to a complete replatforming of IT and a change in how companies operate. Access control is a particular minefield, he argued, because AI models excel at surfacing information that employees were never meant to see.

Training your own models is no longer a fringe position. British startup Cosine has rallied BT, HSBC, and BAE Systems to build a sovereign UK frontier model, while Palantir has published an AI sovereignty manifesto taking aim at the big labs.

The pitch beneath the warning

Mensch’s argument lands, not coincidentally, on Mistral’s own products. The company sells Studio, a control plane for building and governing AI systems, and Forge, a custom model training platform it launched in March.

Mistral deploys on customers’ infrastructure or through hosted services it says retain no data. The pitch targets European enterprises already anxious about dependency on US providers, an anxiety that has powered the continent’s sovereignty push and Mistral’s rise with it.

The Paris-based lab is reportedly in funding talks at a €20bn valuation and recently launched an industrial AI stack with Airbus, BMW, and EDF as launch customers. It profits directly if enterprises accept the argument, which does not make the argument wrong.

Mensch closed by warning that frontier AI only accelerates your growth if it is in your hands. For Europe’s biggest open-weights lab, hands and business model happen to point the same way.



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My phone is full of life-tracking apps, but it became increasingly apparent that they don’t talk to each other. So, I decided to try logging my sleep, spending, routines, food, and work in Excel for a week to see whether consolidating everything would make the data easier to understand. By Sunday, patterns had started to emerge that I wasn’t previously aware of.

If you want to try the same experiment, download a blank copy of this workbook template for free. After you click the link, you’ll find the download button in the top-right corner of your screen.

What my daily tracking actually looked like

Several apps, one disconnected routine

A frustrated woman holds her head and screams while surrounded by smartphones and multiple notification bell icons. Credit: Lucas Gouveia/How-To Geek | Prostock-studio/Shutterstock

On paper, my routine wasn’t complicated. But in practice, it meant jumping between apps throughout the day. Sleep, workouts, food, spending, and work all lived in different places, and while each one worked fine in isolation, none of them shared context. A bad night of sleep never showed up next to too much screen time, and I never explicitly linked a stretch of low-energy habits to a slow day at my desk.

That separation is what prompted me to try using Excel. I set up a single workbook with five named tabs: Sleep, Habits, Food & Drink, Work, and Spending, plus another Dashboard worksheet that brought all metrics together. Nothing complex—just a shared structure where everything could exist in the same format instead of being scattered across apps.

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The structure that made the experiment work

Building a system simple enough to survive a week

Each tab stayed intentionally lightweight so that I would actually keep using it.

Sleep went into a named table (T_Sleep), where I logged bedtime and wake time in hh:mm format. Hours slept were calculated automatically using:

=MOD([@[Wake Time]]-[@Bedtime], 1)*24


Illustration of puzzle pieces connected, showing a problem linked to the =MOD function in Excel, with a connection leading to the solution and Excel icons around.


How to Use Excel’s MOD Function to Solve Real-World Problems

MOD is more versatile than you might think.

Instead of overengineering the setup, I recorded screen time manually on a scale from 1 (low) to 3 (high) based on how much time I had spent on my phone before bed. Conditional formatting handled the feedback, with lower sleep values turning red and better nights shifting green.

Habit tracking lived in T_Habits, with one row per habit per day and a simple checkbox for completion. From there, I built T_HabitComp, which counted completed habits per day using:

=COUNTIFS(T_Habits[Day], [@Day], T_Habits[Completed], TRUE)

That fed directly into the dashboard, alongside a split between general habits and movement-focused ones like workouts and walks.

Food and drink sat in T_FoodDrink, structured as three entries per day for meals. Coffee was logged at the top of each day’s entry, and takeouts were flagged with checkboxes. It gave a rough sense of how each day played out, even if I wasn’t labeling it that way while logging it.

Work went into T_Work, where I logged hours worked and a productivity score (out of 10) based entirely on instinct. Some days felt focused, others felt scattered, and I reflected that directly in the score. Conditional formatting helped those differences stand out visually without needing extra analysis.

Spending lived in T_Spending, and I treated it differently from the rest. It was more of a separate contextual layer than part of the same routine loop. Data validation drop-down categories like groceries, takeout, coffee, impulse purchases, subscriptions, and transport helped me see where money was going, and I used a separate PivotTable to break down spending by category.

If you add new rows, remember to right-click the PivotTable and click Refresh to reflect those changes.

One small detail kept the whole system manageable: Excel tables automatically expand as new rows are added. That meant I never had to fix ranges or adjust formulas mid-week—structured references meant that everything scaled as I went.

The dashboard turned separate logs into one picture

Everything finally came together

A life-tracking dashboard in Excel, with summary cards at the top and trend charts beneath.

Once I started logging data, the dashboard quickly became the only part of the workbook I cared about.

At the top, I created summary cards: Average Sleep, Total Spending, Habit Completion, Average Productivity, Exercise Sessions, and Takeout Orders. Each one pulled directly from the underlying tables and updated automatically as I logged entries.

Below that, Excel charts showed how the week unfolded. Sleep appeared as a line over time; habits, coffee consumption, and screen time moved in columns; and work productivity sat alongside as its own timeline. Finally, I used a PivotChart to visualize spending over the week. Then, I removed the Y-axis from all the charts, as the point here was to emphasize relative movement and patterns, not exact values.


3D illustration of the Microsoft Excel logo in front of an empty spreadsheet.


I use these 3 Excel formulas to organize my daily life

I refuse to let anyone tell me that Microsoft Excel is only for accountants.

That’s where the system started to make sense. Sleep, habits, and productivity formed the clearest loop. When I stayed up late scrolling, I could see it the next morning in lower sleep totals, and those days tended to feel less structured overall. When I kept habits consistent—especially workouts and walks—the rest of the day followed a more stable rhythm.

Spending didn’t follow the same pattern as the rest, and I stopped trying to force it into one. Instead, I noticed something else: on less structured days, takeout and impulse purchases showed up more often. Coffee tended to cluster on busier, slightly chaotic workdays, but it didn’t drive anything on its own—it just appeared alongside those stretches.

Individually, none of this was surprising, but seeing it layered together is what made it noticeable.


What I’ll take away from a week in Excel

For that week, everything lived in one workbook instead of separate apps. When I wanted the full picture, glancing at the dashboard made the connections in my routine much easier to notice. It felt like a useful reset—something I’ll probably return to when things feel too scattered.

That said, it didn’t replace the convenience of dedicated apps. Sleep trackers are still better at collecting data automatically, and spending apps still do a better job of capturing transactions without effort. But the experiment did change how I think about tracking in general—not as separate tools, but as one system where everything sits in the same frame.



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