Journal

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Notes, field reports & reactions
Apr 8, 2026 Why Nations Fail: What Venice's Rise and Fall Teaches Us About AI Governance
Acemoglu and Robinson's Why Nations Fail reads like a thousand-year dataset for anyone building institutions around transformative technology. The argument is monocausal by design, and that's both… read → 9 min
#economics #institutions #AI #books #strategy
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 → 10 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 → 8 min
#AI #biology #cognition #philosophy #books
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. · 16 min
On Systemic Errors: Probabilistic LLMs at Scale deep dive When your system is wrong 2% of the time but processes a billion requests. · 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

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. · 18 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 ★★★★★ my notes
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 →
Can AI be Powerful and Safe?
BetterTech · 11 min · 04-03-2026
40% of global power is now renewable
EKA · 9 min · 06-04-2026
Sam Altman may control our future. Can he be trusted?
The New Yorker · 25 min · 06-04-2026
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