Responsibility LedgerAppend-only · Dated · Signed

Claimant scorecard · AERS v2.1 · Calibrating

Mistral

3 claims tracked in the Responsibility Ledger. 3 pending grades.


AERS

—

Insufficient closed grades

Pending

3

Open horizons

Closed

0

Graded outcomes

First tracked

Sep 9, 2026

Open horizons

  • Mistral: Open weights for Large 4 ship by October 31, after API-only preview for cybersecurity partners and state authorities

    Grade by Oct 31, 2026· 23 days·Entry 123·Materiality 3/5
  • Mistral: Launched Large 4 October 6 via API at 1.05 trillion parameters, promised open-weights release by end of October 2026

    Grade by Oct 31, 2026· 24 days·Entry 122·Materiality 3/5
  • Mistral: Raised €3 billion at €21 billion valuation, with CEO pledging to double owned compute in five years

    Invalidator — If Mistral's owned capacity fails to grow significantly, or if the company shifts back to renting most compute, or if ARR growth stalls below trajectory needed to justify €21B valuation.

    Grade by Sep 9, 2027· 1 year·Entry 102·Materiality 3/5

About this scorecard

The AI Execution Risk Score (AERS) is a 0-100 metric quantifying the gap between Mistral’s public AI claims and demonstrated delivery. Higher AERS = stronger track record. Each claim above is drawn from a primary source linked in the original Ledger entry; the horizon date is when the claim becomes graded under the published methodology. Materiality is the editor’s assessment of the claim’s formality from 1 (PR statement) to 5 (earnings call or SEC filing).

AERS v2.1 · Methodology in active calibration · Not investment advice.