Capgemini (Aiman Ezzat, CEO) — Investir interview, "boss special": IA agentique as an operational breakthrough, not just another technology; €2bn invested, +30% on application development and −20% incidents, >11% of Q1 bookings, TAM of over $400bn/year by 2030 — but "very far from plug and play" (Investir / Les Echos)
#Aiman Ezzat#Capgemini#IA agentique
Aiman Ezzat (directeur général de Capgemini) · propos recueillis par La Rédaction d'Investir
**Recurring report from Mozilla**, *The state of open source AI*, **v1.0.1, July 2026**, introduced by a letter from **Raffi Krikorian** (CTO): seven sections, an interactive site, and a downloadable report. Thesis stated in the title of Section 1: *« The model layer has commoditized. Value accrues to the harness above it. »* **Capability state**: on the *Artificial Analysis Intelligence Index v4.1*, the best closed model scores **61** (Claude Opus 5) and the best open model **57** (**Kimi K3**), fourth overall and ahead of three of the largest closed labs; on the *Epoch Capabilities Index*, the gap is **6 points** (K3 at 156 versus GPT-5.6 Sol at 162), described as *« about one release cycle »*, with overlapping confidence intervals. **Sawtooth frontier**: open leads in frontend code (K3 at 1,679 Elo on LMArena Frontend Code Arena, six domains out of seven), contests agentic terminal work (88.3 versus 88.8 on Terminal-Bench 2.1), and cedes ground on professional knowledge work (Fable 5 leads K3 by 92 Elo on GDPval-AA v2). **Usage shift**: the share of OpenRouter tokens routed to open-weight models rose from a negligible level to a third by late 2025, then to a **majority by mid-2026**, with the seven highest-volume models all open-weight — the report itself noting that *« by request count, closed US providers still lead »*, the open lead being a token-volume lead concentrated in coding and agentic workloads. **The central contrast**: *« Open ships easy. Open deploys hard. »* — 79% of developers adding AI use open models versus 71% for closed, but only **53%** of open-model teams reach production **versus 63%**, and the gap widens with organization size (closed 54% → 73%, open 53% → 57%), which *« rules out a resources explanation »*. The stack maturity map (48 components, 9 layers) shows two consistently cold columns — **standardization** and ***enterprise readiness*** — identified as the operational gap. **Section 5**: *« The agentic harness is another user agent »*, and *« The model is eating the harness »* — on every model where both exist, the lab's own harness now wins, the 21.8-point gap having compressed to about 3. Hence the formula: *« A harness tuned tightly to one lab's weights… degrades on anyone else's model, so the tighter the tuning, the less swappable the weights underneath. Lock-in arrives as a side effect of optimization. »*
#Mozilla#state of open source AI#open weights
**Mozilla** — éditeur du rapport · avec une introduction signée **Raffi Krikorian** · *Chief Technology Officer*. Publié en **juillet 2026** (v1.0.1). Données issues de sources tierces créditées (Artificial Analysis, Epoch AI, OpenRouter, LMArena) et d'une enquête propre menée avec **SlashData** (*Mozilla / SlashData 2026 developer survey*, n = 1 410 sur la question des freins).