Bonjour, I'm Antoine

Experienced BizOps leader in the software industry with spikes in GTM, monetization, analytics, and operations / program management. I love building teams and scaling organizations.

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Digest 6 min read Free

Daily Digest - 2026-05-14

1. god i’ve watched this entire thing twice now — Ejaaz * Why read: Anthropic's CFO explains how the company allocates compute and scales models. * Summary: Anthropic spends most of its compute on research, not model training or customer inference. This lets researchers design models that use fewer tokens,
Profile 7 min read Free

Lessons from Pierre Lamond

Pierre Lamond helped build the early semiconductor industry as an executive at Fairchild and National Semiconductor before his three-decade run as a partner at Sequoia Capital. He was a notoriously practical investor who demanded that founders know their technology cold, keep costs down, and go after huge markets. This profile
Digest 7 min read Free

Daily Digest - 2026-05-13

1. Hitchhiker's Guide to Agentic Commerce — Ash * Why read: Maps the shift in agentic commerce from smarter search to autonomous spending. * Summary: Agentic commerce is moving fast from novelty to a real market. Right now, agents act like smart search bars, giving recommendations while humans hit the buy
Digest 6 min read Free

Daily Digest - 2026-05-12

1. If you’re stuck on expensive models, evals are how you break free — Aparna Dhinakaran * Why read: How to handle the inference compute crunch by using evaluations to route tasks to cheaper, smaller models. * Summary: Frontier AI labs are hitting compute limits, stalling price drops and increasing rate limits.
seven-powers-ai-era 1 min read Free

Seven Powers in the AI Era — Series Index

Index for the Seven Powers in the AI Era series.
seven-powers-ai-era 2 min read Free

Seven Powers in the AI Era Series #10: A Practical AI Power Audit

Most AI strategy work should be less theatrical. You do not need a manifesto to start. You need a sober inventory of where AI changes your economics, customer behavior, and competitive exposure. The point is not to declare that you have a moat. The point is to find where power
seven-powers-ai-era 2 min read Free

Seven Powers in the AI Era Series #9: Fake Moats AI Will Expose

AI will not only create new advantages. It will expose fake ones. That may be the more useful lens for operators. Before asking what AI lets you build, ask which profits were quietly protected by friction, confusion, slow competitors, or customers who had no better option. A fake moat can
seven-powers-ai-era 2 min read Free

Seven Powers in the AI Era Series #8: Process Power: The Moat Hiding in How the Work Gets Done

Process power is the least glamorous of the Seven Powers and probably the most interesting in AI. It is hard to copy because it is not a single asset. It is a way of operating built over time: habits, judgment, systems, feedback loops, incentives, tooling, and accumulated know-how. Competitors can
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