Essays

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Latest
Four Books, One Synthesis: Can We Power the Intelligence Revolution? Mar 2026 Energy, compute and the thermodynamic ceiling of AI scaling. · 18 min
Google AI: Mathematically Wrong, Empirically Right Jan 2026 Why Google's approach works despite breaking the rules. · 12 min
Top reads
Market Sizing for Founders A practical framework for sizing markets when you're building something new. · 10 min
On Systemic Errors: Probabilistic LLMs at Scale When your system is wrong 2% of the time but processes a billion requests. · 10 min
Surviving the Reset: A Framework for AI Competitive Advantage What separates the companies that will survive the correction. · 15 min

Journal

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Mar 24, 2026 Q1 2026: AI's Industrialisation, VC Bifurcation, and the French Tech Paradox
The headline this quarter: AI's industrialisation is well underway, but the gap between what models can do and what enterprises actually deploy keeps widening. Capability accelerated roughly 2x in… read →
#AI #VC #frenchtech #strategy
Mar 23, 2026 AI-Driven Drug Discovery: From Concept to Execution
The field crossed a critical threshold in June 2025: the first peer-reviewed Phase IIa results for a molecule where both target and compound were discovered entirely by generative AI. Insilico… read →
#AI #health #deeptech
Mar 22, 2026 Molecular Farming and the Reinvention of Crop Protection
The crop protection market is undergoing a compulsory transformation. On one side, EU regulations increasingly cap active ingredient volumes per hectare (Regulation (EC) No 1107/2009), and farmers… read →
#deeptech #health #agriculture

Library

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Recently read
What Is Life?: Evolution as Computation Blaise Agüera y Arcas #AI #tech ★★★★★
The New Map: Energy, Climate, and the Clash of Nations Daniel Yergin #energy #geopolitics ★★★★★
Energy and Civilization: A History Vaclav Smil #energy #history ★★★★★
Technology and the Rise of Great Powers Jeffrey Ding #geopolitics #tech #strategy ★★★★★
Strategy: A History Lawrence Freedman #strategy #history ★★★★★
Intelligence artificielle; intelligence humaine : la double énigme Daniel Andler #AI #philosophy ★★★★★
These Strange New Minds Matthew Summerfield #AI #philosophy ★★★★★
How To Think Like Socrates Donald Robertson #philosophy ★★★★★
Reading list
Atlas of AI Kate Crawford #AI #geopolitics
Chip War Chris Miller #tech #geopolitics #history
L'Évangile selon Pilate Éric-Emmanuel Schmitt #fiction #philosophy
La mort et le printemps Mercè Rodoreda #fiction
The Investment Philosophers Erik Everett #finance #philosophy
Food for Thoughtall →
Labor Market Impacts of AI
Anthropic · 22 min · 03-2026 report
2025 Annual Letter to Shareholders
Warren Buffett · 18 min · 02-2026 letter
How Will OpenAI Compete?
Benedict Evans · 16 min · 02-2026
Navigating the Jagged Technological Frontier
Organization Science · 45 min · 01-2026 report
Agents Over Bubbles
Stratechery · 12 min · 02-2026
Interview with Jensen Huang on Accelerated Computing
Stratechery · 18 min · 01-2026
Dylan Patel: Bottlenecks to Scaling AI Compute
Dwarkesh Podcast · 2h24 · 01-2026 podcast
Services: The New Software
Sequoia Capital · 6 min · 02-2026
What to Build in 2026
Linas Beliunas · 11 min · 01-2026
High-Spending Investors Give 2026 an Active Start
Crunchbase · 3 min · 01-2026
Building Globally Resilient Systems for a New World Order
General Catalyst · 15 min · 03-2026
2026 Biotech AI Report
Benchling · 30 min · 01-2026 report