Journal

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Notes, field reports & reactions
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
Mar 31, 2026 Foundation Models in Biology Hit the Noise Floor
A new benchmark of 600+ model configurations reveals that biological foundation models do improve perturbation predictions, but experimental variability sets a hard ceiling. What this means for… read → 10 min
#AI #deeptech #health #techbio
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
Top reads
Surviving the Reset: A Framework for AI Competitive Advantage deep dive What separates the companies that will survive the correction. · 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
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
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