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 29, 2026 Logic, Memory, Power: The Three Bottlenecks to Scaling AI Compute
Dylan Patel maps the three hard constraints on AI compute, and the picture is worse than the capex numbers suggest. The standard framework for AI capacity lists four drivers: energy, compute, data,… read → 10 min
#AI #semiconductors #compute #infrastructure #energy
Mar 26, 2026 On Thinking with (AI) Machines: Cognitive Debt, Cognitive Surrender and Symbiogenesis
I came across a paper today that I haven't been able to put down (visual summary here). Published just a few weeks ago, Shaw and Nave from Wharton have extended Kahneman's dual-process theory to… read → 3 min
#AI #cognition #philosophy #systems #responsible-AI
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 environmental… 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

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 →
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
2025 Annual Letter to Shareholders
Warren Buffett · 18 min · 22-02-2026 letter
How Will OpenAI Compete?
Benedict Evans · 16 min · 19-02-2026
Services: The New Software
Sequoia Capital · 6 min · 12-02-2026
Agents Over Bubbles
Stratechery · 12 min · 10-02-2026
The Next Era of VC: Rewriting the Playbook
MTLC · 3 min · 05-02-2026
High-Spending Investors Give 2026 an Active Start
Crunchbase · 3 min · 20-01-2026
2026 Biotech AI Report
Benchling · 30 min · 15-01-2026 report
Interview with Jensen Huang on Accelerated Computing
Stratechery · 18 min · 14-01-2026
Dylan Patel: Bottlenecks to Scaling AI Compute
Dwarkesh Podcast · 2h24 · 10-01-2026 podcast
What to Build in 2026
Linas Beliunas · 11 min · 08-01-2026
Navigating the Jagged Technological Frontier
Organization Science · 45 min · 06-01-2026 report