Tech Ramblings

Don’t trust investors

One lesson founders consistently make is to listen and trust investors.

Oct 6 • Julien

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Change the world, be delusional

When seeing the pictures of Starship a few days ago, I can’t stop being proud of my country and seeing we still have great entrepreneurs who push the…

Oct 2 • Julien

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September 2026

Is Anthropic desperate?

The Anthropic IPO docs leaked and revealed what everybody suspected: they are in the business of selling $2 for $1.

Sep 29 • Julien

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About this JEV thing

Typesafe.ai released JEV, a model that works 100 times faster than LLMs at 10% of the cost. The catch? It does not answer with a long text but only with…

Sep 23 • Julien

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Advice on Fundraising (2026 edition)

We are seeing giant rounds with amount not seen before.

Sep 14 • Julien

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August 2026

Software Isn't the Moat Anymore

AI code writing is reducing the friction/cost to build software products.

Aug 15 • Julien

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The Token Pricing Trap

AI application pricing will shift from token pricing to value pricing.

Aug 3 • Julien

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China has the right playbook

In the current AI race, China decided to build local, open-source/open-weight models and let companies innovate and build on top of them.

Aug 2 • Julien

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July 2026

June 2026

Local, open-source models are the future

Anthropic and OpenAI are the Netscape of this era

Jun 15 • Julien

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April 2026

SaaS is not dead

The last few months, we noticed a massive change in agentic coding: the release of Anthropic 4.6 models, along with the availability of more…

Apr 25 • Julien

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August 2025

Nothing Lasts

Love, companies or friendships: everything eventually comes to an end.

Aug 30, 2025 • Julien

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