Libido Sciendi
The desire to understand the world deeply. Investigating AI & complex adaptive systems.
Latest article
What AI’s Mathematical Breakthroughs Mean for Specialised Models
How far can general models go in specialised fields, and where do they still need experiments and domain expertise?
Journal
all → Oct 7, 2026 FIELD
AgeTechX Berlin: Waiting for the Breakout Yesterday, I spent the day at AgeTechX^agetechx-context in Berlin, at the Pfefferberg Theater in Prenzlauer Berg. A restored beer hall, an intimate auditorium, sunshine between sessions and unlimited… read → 11 min
Aug 20, 2026 ESSAY
Compressing a Causal Chain: What Has to Be True Kepler could have added one more circle, which is what most investment memos do. I have increasingly come to think that a good investment thesis is a causal model of what has to be true for a company… read → 17 minLONG READ
Aug 10, 2026 ESSAY
The Case for Humanist Techno-Progressivism A map drawn on power, technology and planetary limits gives six political positions, and the most desirable one is empty. I have never much wanted to write about politics here. The longer I spend… read → 10 min
Deep Dives
all →Long-form essays and multi-part series: strategy, finance, technology.
Current series
How Machines Learn the World How far can general models go in specialised fields, and where do they still need experiments and domain expertise?
· Series started Oct 2026 · 1 of 3 sections published
Part 1 · What Should a General Model Know?
Part 2 · The Last Bit Has to Come From the World
Part 3 · Why There Is No AWS for Biology
Series
Reading Nvidia: On strategy, defensibility, and the return of industrial AI Moats, systems, and the physical economy behind the AI build-out.
· Series started Apr 2026 · 5 of 5 sections published
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
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 →