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The Secret History of France's Civil Nuclear Programme
How institutional design built energy independence—and why it couldn't last
Sep 4
•
Nicolas Colin
15
August 2025
“Apple's Dependence on China Is Hard to Overstate”: An Interview With Patrick McGee
One company's manufacturing choices reshaped the balance of global power
Aug 31
6
58:25
Welcome to the 1970s of Tech
When paradigms mature, stagflation follows
Aug 24
•
Nicolas Colin
21
2
AI Depends on More Than Software
The compute-energy stack determines who captures value in the AI economy
Aug 17
•
Nicolas Colin
16
3
Europe's Fast-Closing Carbon Window
Carbon pricing alone cannot build industrial champions
Aug 10
•
Nicolas Colin
8
2
From Petrostates to Electrostates
The 1970s redux: AI drives the next great energy dislocation
Aug 3
•
Nicolas Colin
10
4
July 2025
Can America Escape the Triffin Dilemma?
Investment abroad and digital infrastructure could replace trade deficits
Jul 27
•
Nicolas Colin
8
Why Manufacturing Is Harder Than You Think
The West needs more than money to rebuild its factories
Jul 20
•
Nicolas Colin
9
9
Digital Shōsha: How America Could Rebuild Its Industrial Trade Infrastructure
Erebor positions itself as a test case for linking finance, technology, and production
Jul 12
•
Nicolas Colin
10
3
Late-Cycle Investment Theory: 10 Recent Snapshots
From AI to money to energy, late-cycle dynamics are reshaping everything
Jul 5
•
Nicolas Colin
17
June 2025
Financial Repression Isn't What It Used To Be
When rich countries act poor, something fundamental has shifted
Jun 25
•
Nicolas Colin
8
2
After the Global Factory
How Apple mastered global manufacturing—and why that era is ending
Jun 18
•
Nicolas Colin
9
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