AI Outlook

Anthropic has identified the gap between AI’s potential capabilities and its current real-world applications. This gap is narrowing.

A new study analyzing millions of Claude interactions identifies the most exposed jobs and explains why tracking mass layoffs is not the most relevant…

Mar 14 • Axel Tombereau

Breaking News: AMI Labs Raises $1 Billion to Challenge Prevailing AI Approaches

Yann LeCun has long maintained that large language models will not achieve true intelligence. With this funding, he is now positioned to pursue an…

Mar 11 • Axel Tombereau

Claude Cowork and the Age of AI Mini-Disruptions

Why continuous adaptation beats strategic moonshots

Feb 6 • Axel Tombereau

Inside the AI Macro Landscape in 2026

How Power, Capital, and Market Structure Are Redefining the Economy

Jan 30 • Axel Tombereau

Beyond the Model Race: The External Shocks Poised to Redefine AI in 2026

Part 5 of The AI Great Reset: How the Next Wave of Disruption Will Redraw the Industry

Jan 13 • Axel Tombereau

Inside The AI Closed-Loop Economy

What the Latest Deals Reveal About Power, Compute, and Control

Jan 11 • Axel Tombereau

The Great Reset: How Four Structural Breaks Are Rewriting the Future of AI

Part 4 of "The AI Great Reset: How the Next Wave of Disruption Will Redraw the Industry"

Jan 6 • Axel Tombereau

The Agentic ROI Shock: When Value Creation Moves Above the Model Layer

Part 3 of "The AI Great Reset: How the Next Wave of Disruption Will Redraw the Industry"

Dec 30, 2025 • Axel Tombereau

The Plateau Problem: When the Model Race Stops Being the Moat

Part 2 of "The AI Great Reset: How the Next Wave of Disruption Will Redraw the Industry"

Dec 23, 2025 • Axel Tombereau

The Fall of the GPU Empire: Inside the Silicon Revolt Reshaping the Future of AI

Part 1 of The AI Great Reset: How the Next Wave of Disruption Will Redraw the Industry

Dec 16, 2025 • Axel Tombereau

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