Libido Sciendi
The desire to understand the world deeply. Investigating AI & complex adaptive systems.
Journal
all → May 9, 2026 ESSAY
When Algorithms Carve: Classification at Machine Speed A sequel on classification, this time at industrial scale: the labels of supervised learning, the impossibility theorems of algorithmic fairness, the latent geometries of foundation models, the… read → 14 min
May 8, 2026 ESSAY
Carving at the Joints: On Segmentation, Its Limits, Its Use A tour through the literature on classification, from Plato and Mill to Hacking, Foucault, Bowker and Star, on why we cannot think without categories and why the line drawn is never innocent. In… read → 14 min
May 2, 2026 BOOK
Andler on Problem and Situation Reading notes on chapters 1.4, 6.5, 7.4, and 8.1-8.2 of Daniel Andler's Intelligence artificielle, intelligence humaine. I have been making my way through Daniel Andler's Intelligence artificielle,… read → 16 minLONG READ
Deep Dives
all →Long-form essays and multi-part series: strategy, finance, technology.
Current series
Reading Nvidia: On strategy, defensibility, and capital in the AI era Moats, tokens-per-watt, and capex—read through Nvidia and the AI build-out.
· Series started Apr 2026 · 4 of 7 sections published
Part 4 · The Return of the Real World
Part 5 · The Job and the Task
Part 6 · A Note on China
Part 7 · Drawing the AI Stack
Series
AI × Energy: Powering the AI Revolution Grids, GPUs, and the physics of running intelligence at planetary scale.
Watts, wires, and who controls the stack—not the headline model.
· Series started Mar 2026 · 4 of 5 sections published
Part 4 · The New Map (Yergin)
Part 5 · The Synthesis
Recent standalones
AI Moats Are Different Oct 2025 Why traditional moats fail in AI, and a four-level framework for building defensible positions: technical foundation, product depth, market position, sustainability.
· 16 min LONG READ
Market Sizing for Founders Oct 2025 A practical framework for sizing markets when you're building something new.
· 23 min LONG READ
AI as Normal Technology Sep 2025 General-purpose technologies diffuse slowly and unevenly. AI will follow similar patterns. Value creation depends on when bottlenecks collapse, not benchmark scores.
· 21 min LONG READ
Library
all →Recently read
The New Map: Energy, Climate, and the Clash of Nations ★★★★★
Technology and the Rise of Great Powers ★★★★★
How To Think Like Socrates ★★★★★
Reading list
Atlas of AI
Chip War
L'Évangile selon Pilate
L'Individu, fin de parcours ? my notes
La mort et le printemps
La Peau de chagrin my notes
La Pharmacie de Platon my notes
Phenomenology of Spirit my notes
Selfpressionnisme : Et si l'IA nous rendait plus humains ? my notes
Tentative d'épuisement d'un lieu parisien my notes
The Investment Philosophers
Water: The Epic Struggle for Wealth, Power, and Civilization
Top reads
AI Moats Are Different deep dive Why traditional moats fail in AI, and a four-level framework for building defensible positions: technical foundation, product depth, market position, sustainability.
· 16 min LONG READ
The Moat That Cannot Be Coded deep dive Tacit knowledge, CUDA as institutional memory, and who captures AI value when models commoditise.
· 24 min LONG READ
On Systemic Errors journal A frequent critique of GenAI is that because it is probabilistic, it will inevitably make…
· 8 min
Foundation Models in Biology Hit the Noise Floor journal A new benchmark of 600+ model configurations reveals that biological foundation models do…
· 12 min
Market Sizing for Founders deep dive A practical framework for sizing markets when you're building something new.
· 23 min LONG READ
Food for Thoughtall →