Essays

Libido Sciendi: the desire to understand the world deeply. Deep dives on AI, finance & deeptech.

2026

Four Books, One Synthesis: Can We Power the Intelligence Revolution? Mar 2026 Energy, compute and the thermodynamic ceiling of AI scaling. · 18 min

Google AI: Mathematically Wrong, Empirically Right Jan 2026 Why Google's approach works despite breaking the rules. · 12 min

2025

LLMs Navigate Knowledge, They Do Not Create Dec 2025 A framework for understanding what language models actually do. · 14 min

Startups Are Winning Enterprise AI Nov 2025 Incumbents have the data, but startups have the speed. · 11 min

Intelligence Without Memory: The Billion-Parameter Bet Nov 2025 The paradox of building systems that forget everything. · 13 min

From 0 to €1M, 0 to 10 Clients: The B2B Founder-Led Sales Playbook Nov 2025 A practical framework for early-stage B2B sales. · 16 min

The Deployment Paradox: How AI and Complex Systems Actually Reach Markets Oct 2025 Why the hardest part of deep tech isn't the technology — it's getting it deployed. · 14 min

Intelligence Isn't the Moat Anymore: The New Frontier Is Verification Oct 2025 Why the next competitive edge in AI is proving your outputs are correct. · 12 min

Surviving the Reset: A Framework for AI Competitive Advantage Oct 2025 What separates the companies that will survive the correction. · 15 min

Deployment Metabolism: Mapping Constraints to Strategy Oct 2025 A framework for understanding how deployment speed shapes competitive dynamics. · 14 min

Market Sizing for Founders Oct 2025 A practical framework for sizing markets when you're building something new. · 10 min

On Systemic Errors: Probabilistic LLMs at Scale Sep 2025 When your system is wrong 2% of the time but processes a billion requests. · 10 min