I don't know anyone who did a SPAC and still has their reputation positive
MARKET TRENDS
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AI Agents Face Safety, Governance, and Competitive Challenges
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8/ But challenges remain: Ensuring safety / guardrails are strong Managing complexity as agents scale / interact Enterprise readiness: data governance, access control, compliance Competition is heating up (Google, Anthropic, etc.) in the agentic AI space
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AI Agents Drive Growth: Klarna, Clay, OpenAI Platform
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Use cases & early signals: Klarna built a support agent handling ~2/3 of ticket volume with an earlier agentic workflow. Clay reportedly saw 10× growth using a sales agent. ChatGPT said: The move makes OpenAI a central AI agent platform — an “app store for agents.”
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OpenAI partners with Broadcom to build custom AI chip
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Announcing partnership with @Broadcom to build an OpenAI chip. This deal is on top of the @nvidia and @AMD ones we’ve announced over the past few weeks, and will allow us to customize performance for specific workloads. The world needs more compute.
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Will AI eliminate jobs or reshape the workforce?
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L’IA va-t-elle vraiment supprimer des jobs ?
Ou juste changer la donne ? @durandchabert @SoniaBlock @AzurFlorian @ifpconline1 @CherkaouiN1 @LaurentAlaus @pierrepinna @mallys_ @jeancayeux @FranckyPedia @fdrubigny @alex_R_78 @GregSacco75 @FGraillot @jp_timsit
. Je creuse le -
Nobel Prize Honors Economics of Innovation and Growth
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Congrats to Joel, Philippe and Peter for being recognized with the Nobel Prize. They revolutionized our understanding of the economics of innovation and growth.
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AI Race Distraction: Opportunity for Smaller Companies
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one funny outcome of the ai race would be if it distracted the biggest companies enough and tied up enough of their resources that smaller companies eventually overtake them from an unexpected angle
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AI Economy as Interconnected Web of Partnerships and Dependencies
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This chart from Bloomberg perfectly captures what the new AI economy really looks like, not a race, but a web. Every arrow here represents partnerships, dependencies, and trillion-dollar bets: OpenAI at the center, scaling on AMD chips, running on Oracle’s cloud, powered by
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Elon Musk’s AI predictions and investment insights analyzed
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En l’occurrence, Elon Musk disait cela il y a deux ans et fixait l’échelle à deux ans. C’est ce qu’a pointé Anne Bouverot en précisant qu’il était difficile de prévoir le Futur ! Elle a aussi rappelé que le rapport de la commission IA notait que les entreprises qui investissent
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Betting on America: TQQQ Investment Amid Tech Volatility
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My track record is horrible at finance and investing. But decided to buy TQQQ with any cash I could scrounge up on Friday. Wanted to place a bet on America.