Stanislas Polu
17 Jun 2026Fable 5 Recall, EU’s AI Plan, UK Ban U16 Socials, Le Chaton Fat, Hex Sponsor etn
2:20:3814 min
Stanislas Polu (Dust) — Intelligence as a Sovereign Input & the EU Ban Thought Experiment
Polu frames intelligence as a sovereign input to the economy like energy or people, invoking France's nuclear tradition, and walks through his provocative tweet suggesting a ban on OpenAI and Anthropic on EU soil as a thought experiment that would instantly redirect usage and create European leaders. He explains Dust's 'multiplayer AI' direction for steering long-horizon agents together, and breaks down why open-weight models trail the frontier by roughly six months—mid-training needs real usage trajectories that distillation can't fully replace—while noting Mistral's enterprise deals don't supply that usage data.