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Europe’s Missing Links
Collaboration and strategy will determine whether Europe builds systems or stalls in niches
Oct 26
•
Nicolas Colin
5
Late-Cycle Investment Theory: Q3 2025 in 10 Snapshots
From GPU traders to keiretsu partnerships, ten signals that we're living through the 1970s of tech
Oct 19
•
Nicolas Colin
5
1
Capitalism in the AI-Powered Economy
Market structure and institutions will determine whether surplus flows to capitalists, consumers, or workers
Oct 13
•
Nicolas Colin
4
AI, Productivity, and Prosperity
Economic gains from AI depend on who captures and reinvests them
Oct 5
•
Nicolas Colin
15
September 2025
Europe's New Industrial Challenge
Europe cannot match China's scale—but it doesn't need to
Sep 28
•
Nicolas Colin
13
Britain Then, America Now
Nations rise on industry but fall when they rely solely on finance
Sep 21
•
Nicolas Colin
16
The Programmable Capital Revolution
Tokenisation will fundamentally restructure global finance, but the shift will take a decade
Sep 14
•
Nicolas Colin
14
2
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
16
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
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