Deep Dives

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Analysis, summaries & research
Latest
Energy and Civilization: The Physical Constraints Behind Every Technology Bet Mar 2026 Vaclav Smil reveals why transitions take generations, why welfare saturates at 110 GJ, and why energy enables but never determines. · 17 min
Four Books, One Synthesis: Can We Power the Intelligence Revolution? Mar 2026 Energy, compute and the thermodynamic ceiling of AI scaling. · 18 min
Top reads
Surviving the Reset: A Framework for AI Competitive Advantage What separates the companies that will survive the correction. · 15 min
On Systemic Errors: Probabilistic LLMs at Scale When your system is wrong 2% of the time but processes a billion requests. · 10 min
Market Sizing for Founders A practical framework for sizing markets when you're building something new. · 10 min

Journal

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Notes, field reports & reactions
Mar 25, 2026 Bestioles' Confidential Dinner: The Turbo-Chicken and What It Tells Us About Industrial Food
--- A few weeks ago I was invited to one of Bestioles' "Dîners Confidentiels", intimate evenings the foundation organizes to bring together people genuinely engaged with animal welfare and… read → 7 min
#animals #food #agriculture #journalism #environment
Mar 23, 2026 Prix Turgot 2026: Reading the Room at Bercy
--- Yesterday evening I attended the 39th Prix Turgot at the Centre Pierre Mendès France in Bercy, France's annual rendez-vous for the best books in financial and economic writing, one I always look… read → 15 min
#economics #books #France #innovation #energy
Mar 20, 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 → 3 min
#AI #health #deeptech
Mar 18, 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 → 1 min
#deeptech #health #agriculture
Mar 12, 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 → 3 min
#AI #VC #frenchtech #strategy

Library

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Recently read
Steak Machine Geoffrey Le Guilcher #animals #food #journalism ★★★★
Changement de quart Bruno Colmant, Laurent Hublet & Marie Vancutsem #economics #geopolitics #AI ★★★★
Énergie et inégalités : une histoire politique Lucas Chancel #energy #economics #inequality ★★★★
Innovations : une économie pour les temps à venir Dominique Foray #economics #innovation #policy ★★★★★
Multinationales : une histoire du monde contemporain Olivier Petitjean & Ivan du Roy #economics #history #corporate-power ★★★★★
La planification écologique Mathilde Viennot #economics #ecology #France #policy ★★★★★
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 ★★★★★
Power Density: A Key to Understanding Energy Sources and Uses Vaclav Smil #energy ★★★★★
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
Water: The Epic Struggle for Wealth, Power, and Civilization Steven Solomon #history #geopolitics
Food for Thoughtall →
2025 Annual Letter to Shareholders
Warren Buffett · 18 min · 02-2026 letter
2026 Biotech AI Report
Benchling · 30 min · 01-2026 report
Agents Over Bubbles
Stratechery · 12 min · 02-2026
AI for Materials Science
Latent Space · 35 min · 03-2026 podcast
Building Globally Resilient Systems for a New World Order
General Catalyst · 15 min · 03-2026
Cognitive Surrender Explainer
Data Chutney · 12 min · 03-2026
Dylan Patel: Bottlenecks to Scaling AI Compute
Dwarkesh Podcast · 2h24 · 01-2026 podcast
High-Spending Investors Give 2026 an Active Start
Crunchbase · 3 min · 01-2026
How Will OpenAI Compete?
Benedict Evans · 16 min · 02-2026
Interview with Jensen Huang on Accelerated Computing
Stratechery · 18 min · 01-2026
Labor Market Impacts of AI
Anthropic · 22 min · 03-2026 report
Navigating the Jagged Technological Frontier
Organization Science · 45 min · 01-2026 report
Services: The New Software
Sequoia Capital · 6 min · 02-2026
What to Build in 2026
Linas Beliunas · 11 min · 01-2026