Journal

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Notes, field reports & reactions
Apr 6, 2026 Climate Change May Cost 6x More Than the Nobel-Winning Estimate
Adrien Bilal, France's best young economist of 2026, swapped one variable in the standard climate damage model. The estimated cost of warming jumped from 1-3% to over 20% of global GDP per degree. In… read → 1 min
#economics #energy #strategy
Apr 6, 2026 Reading What Is Intelligence? (1): Life Is Computation, and AI as the Next Symbiogenesis
Notes on Chapter 1 of Agüera y Arcas's What Is Intelligence?, where von Neumann reverse-engineers biology from pure mathematics, and Dawkins turns out to have told only half the story. I am currently… read → 7 min
#AI #biology #cognition #philosophy #books
Apr 2, 2026 A Greying World, and a Continent Asleep at the Wheel
The world has reached peak child. AI and robotics are maturing fast enough to help care for ageing societies. China and the US are building. Europe, the continent that needs it most, is barely in the… read → 10 min
#demographics #AI #deeptech #health #strategy
Top reads
AI Moats Are Different: A Framework for Competitive Advantage deep dive Why traditional moats fail in AI, and a four-level framework for building defensible positions: technical foundation, product depth, market position, sustainability. · 15 min
On Systemic Errors: Probabilistic LLMs at Scale deep dive When your system is wrong 2% of the time but processes a billion requests. · 10 min
Foundation Models in Biology Hit the Noise Floor journal A new benchmark of 600+ model configurations reveals that biological foundation models do… · 10 min
Market Sizing for Founders deep dive A practical framework for sizing markets when you're building something new. · 10 min

Deep Dives

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Analysis, summaries & research
Latest
Power Density: The Spatial Constraints Behind Every Decarbonisation Bet Apr 2026 Vaclav Smil argues that land will determine how fast civilisation can decarbonise. A decade later, his framework explains why hyperscalers are buying nuclear plants. · 19 min
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

Library

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Recently read
Why Nations Fail: The Origins of Power, Prosperity, and Poverty Daron Acemoglu & James A. Robinson #economics #institutions #strategy ★★★★★
Steak Machine Geoffrey Le Guilcher #animals #food #journalism ★★★★ my notes
Changement de quart Bruno Colmant, Laurent Hublet & Marie Vancutsem #economics #geopolitics #AI ★★★★ my notes
Énergie et inégalités : une histoire politique Lucas Chancel #energy #economics #inequality ★★★★ my notes
Innovations : une économie pour les temps à venir Dominique Foray #economics #innovation #policy ★★★★★ my notes
Multinationales : une histoire du monde contemporain Olivier Petitjean & Ivan du Roy #economics #history #corporate-power ★★★★★ my notes
La planification écologique Mathilde Viennot #economics #ecology #France #policy ★★★★★ my notes
What Is Life?: Evolution as Computation Blaise Agüera y Arcas #AI #tech #biology #philosophy ★★★★★ my notes
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 ★★★★★ my notes
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 →
The Human Layer: With AI, We're Entering a Second Atomic Age
One Layer Deeper · 14 min · 06-04-2026
What Do Frontier AI Companies' Job Postings Reveal?
Epoch AI · 12 min · 29-03-2026
50 startups transforming industries with Physical AI
Bessemer Venture Partners · 15 min · 28-03-2026 report
Can World Models Unlock General-Purpose Robotics?
Bessemer Venture Partners · 12 min · 28-03-2026 report
H100 prices are melting UP
Latent.Space · 8 min · 28-03-2026
The Phenomenology of the Senior
Anastasia Stasenko · 10 min · 28-03-2026
The Return of the Jurandes
Anastasia Stasenko · 10 min · 28-03-2026
Labor Market Impacts of AI
Anthropic · 22 min · 20-03-2026 report
Final Training Runs Account for a Small Fraction of AI Compute
Epoch AI · 15 min · 15-03-2026 report
Cognitive Surrender Explainer
Data Chutney · 12 min · 12-03-2026
Building Globally Resilient Systems for a New World Order
General Catalyst · 15 min · 10-03-2026
AI for Materials Science
Latent Space · 35 min · 05-03-2026 podcast