Insights
Notes on the model, the portfolio and building frontier technology from Europe.
AI OperationsThe AI Chief of Staff Is ComingAI assistants are moving beyond prompt-and-response tools. The next step is continuity: priorities, follow-ups, context, and decisions that stay organized over time.2026-06-30 · 5 min readTrustWhy Every User Deserves Their Own AI WorkspaceUseful agent infrastructure should not treat people as anonymous sessions in a shared chatbot. It should give each user a private, isolated AI agent workspace.2026-06-29 · 4 min readWorkflowYour AI Agent Should Live Where You Already WorkAI agents become useful when they meet users in Slack, the browser, messaging, project tools, and daily workflows instead of forcing another dashboard.2026-06-28 · 4 min readStrategyAsymmetric InnovationHow Europe wins the AI race by refusing to run it. A Chinese model erased $589 billion from Nvidia in a single day — and the lesson is not to spend more, but to stop trying.2026-06-24 · 12 min readModelCapital is not enough: the operator-investor modelA cheque buys a seat at the table. Operators win the game. Why we deploy senior builders inside the companies we back.2026-06-18 · 4 min readVisionSovereign by design: financing Europe's frontier infrastructureThe infrastructure of the next decades is being built now. We think more of it should be owned and governed from Europe.2026-05-22 · 5 min readPortfolioBuilt to compound: how each company makes the next one easierA portfolio is not a list of bets. Built well, every company sharpens the tools, network and data the next one starts with.2026-04-30 · 3 min read