Building in finance. Writing about what AI and tokenization do to money, work and ambition. Marathon and chess on the side. Views my own.
Europe
Joined July 2025
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Things I believe:
Every asset will be a token.
Most people will find out late.
AI makes one motivated person worth a small team.
Europe regulates before company are successful. But need successful companies to pay the benefits.
Get your retirement plan ready .
Building in finance.
Running marathons.
Losing at chess.
Sad about this.
The Cybertruck was the most interesting object Tesla ever put on a road (Till last October).
It looked like the future had already arrived.
Tesla will wind production down at Giga Texas around mid-2027 to make room for the Cybercab. Elon didn't say the truck dies everywhere — just that Texas needs the space.
Not a recall. Not a scandal. A factory-floor choice: one more pickup, or more robotaxis.
Factories have a finite number of square meters. Tesla just told us which product won them.
In France, the left wants the returns of capitalism without the mechanics of capitalism.
Deferred pay only works when you save it, invest it, and spend it later.
Our pensions don't do that. They're pay-as-you-go. Younger workers fund today's retirees. There's no pot. Just a bill passed forward.
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The hardest part of any task was never the task. It was starting it.
For a lot of people with ADHD, that's a big part of the story. The ideas are there. The knowledge is there. What's missing is the bridge between "I should do this" and actually doing it.
Russell Barkley, one of the best-known ADHD researchers, has been making this point for years: ADHD is a problem of performance, not knowledge. Not knowing what to do, but doing what you know.
That bridge is exactly what AI builds in seconds.
A blank page becomes a first draft. A vague project becomes five steps. A dreaded email becomes something you fix, not something you write. The first move, the one that used to cost days of avoidance, is already made.
You don't need willpower to start anymore. You need a sentence.
Now flip it. The traits that made school and offices painful: restlessness, ten ideas at once, zero patience for repetitive work. Once execution friction disappears, I think those stop being bugs.
The one who jumps between ideas now has something that follows him and turns each one into a plan. The one who hates the boring part can hand off the boring part. The one who thinks faster than he can organize finally has a second brain that organizes.
This isn't a cure. It doesn't replace treatment or a doctor. But it might be the best tool ADHD brains have ever been handed.
For decades we asked these people to get better at the part they were worst at.
AI just took that part off the table. What's left is the part they were always great at.
To compare letality - one could compare number of death by total miles flown.
@Tesla is using such metrics to track FSD performance, and it helps compare models despite fleet of different sizes.
Setting up the key metrics is what makes or brake a business.
A very tragic crash with a private jet once again
Before this crash the Learjet 60 was had fatal odds per trip of 1 in 1.1 million
To compare a good commercial airline like Delta has a 1 in 25 million odds, many airlines never crashed though so the real odds are even lower like 1 in 40 million trips maybe
So the Learjet 60 was already 40x less safe than commercial airliners
That's something I keep repeating about private jets, they're simply not as safe as flying commercial because:
- pilots require less flight hours
- private aviation is less regulated
- smaller airports with less or no instrument landing systems (ILS)
- smaller planes are more affected by weather (in this case icing)
The Learjet 60 now has fatal odds of 1 in 800,000 which is still about double as safe as the Cessna Citation (one of the most common private jets)
Most Gulfstreams still have flawless safety records though, G500/G600, G550, G650/G700/G800 never crashed, so if you are boarding a private jet anytime soon, I'd say go with them!
If I were 22 today, I probably wouldn't land my first internship.
My AI agent just did that job in four minutes.
I watched it go through dozens of websites, pull the documents, read them and hand me the analysis before I'd finished my coffee.
Amazed. And a little uneasy.
The data is already there.
A Stanford study found that early-career workers in AI-exposed jobs are down 19% relative to everyone else since ChatGPT launched.
Senior people, not so much.
Pascal wrote that if Cleopatra's nose had been shorter, the whole face of the earth would have changed.
Careers work the same way. One internship, one manager who said yes, and a whole life gets built on top of it.
Looking back, I can see how thin my thread was.
Looking forward, I can't tell if the next generation gets a worse start or a better one.
What I do know: the first rung of the ladder is being sawed off.
Whoever rebuilds it wins the next decade.
Go make a leaving because you:
- Know how to open AA battery packs
- know how to unscrew
Human are fucked
I see how some people can watch flashy robot demos on the timeline and think with a shiver that the robot apocalypse is around the corner, but reality check:
There is no robot in the world that can change the batteries in a jack-o-lantern.
If you have a robot friendly door handle it might be able to walk outside, pick it up, and carry it back inside. The robot could open the drawer with your batteries in it, but then things get tough.
Opening the package of AA batteries?
Extracting a precision screwdriver from its case?
Unscrewing four tiny screws that require a hard press and twist?
Popping batteries out of the case?
Yes, you could build and train a specialist robot to do that today, but there is a very long way to go to replace the full range of human capabilities. Near term doomer scenarios should stop at “secretly controlling humanity” instead of “wiping humanity out” 😀
Long Mercury - short Gold
Last month, we demonstrated high-rate alchemy: turning mercury into real, stable gold, beating CERN’s record by a factor of 10.
Last week, we enriched isotopes in the world’s most powerful plasma centrifuge, beating the Soviet record that stood for 40 years.
Now, we’re building a fusion reactor in San Francisco to achieve record power density.
Banks don't run on AI.
They run on 40-year-old COBOL that nobody dares to touch.
5% to 86% on COBOL migration is the most underrated AI number of the year.
The first bank to rewrite its core in 12 months instead of 10 years won't compete with the others.
Blockchain is the new COBOL
Our latest model advances bring stronger capabilities for building and migrating software in low-resource programming languages such as COBOL, Fortran, and Visual Basic.
These languages power software that banks, governments, and businesses depend on. Progress here means understanding decades of business logic and helping developers modernize those systems while preserving what works.
We’re building these capabilities around the challenges developers and enterprise customers bring us. If your team is working on these systems, tell us which languages and workflows we should tackle next.
openai.com/index/low-resourc…
Even @elonmusk can forget his charging cable.
2028 c’est après-demain !
Attention hein. Les ingénieurs Volkswagen, Ferrari et même des marques françaises, ont sûrement les capacités pour faire la même chose. C’est une technologie connue. En revanche, c’est pas rentable pour les automobilistes classiques. Pour Musk c’est intéressant car ça augmente son aura de visionnaire futuriste. Sympa mais pas demain sur les routes
Des voitures qui volent. Il y a dix ans, c'était de la science-fiction.
C'est ça qui me frappe en ce moment : la limite entre l'impossible et le possible n'a jamais bougé aussi vite.
L'IA fait sauter la limite du temps et des compétences. Une idée qui demandait une équipe et des semaines de travail se teste aujourd'hui le soir même. La finance tokenisée fait sauter celle des frontières, des horaires et des intermédiaires.
Les deux vont dans le même sens : une économie qui n'est plus bornée par nos limites physiques.
La question n'est plus de savoir si c'est possible. C'est de savoir jusqu'où on a envie d'aller.
Personnellement, ça me donne envie de viser plus loin, et d'y aller deux fois plus vite.