Journal

Blog

Essays, notes, and long-form perspectives—written with patience and intended to age well.

4 posts
January 15, 2026 4 min Topics

Groq: Why I Invested at $2.8B – and What the Nvidia “$20B Deal” Signals About the Next Chapter of AI

In August 2024, I invested in Groq at a $2.8B valuation, with a simple thesis: as AI moves from experimentation to everyday deployment, inference (serving models in real time) becomes the true bottleneck – and one of the most valuable control points in the stack. In December 2025, Groq and Nvidia announced a non-exclusive inference […]
Read article
December 31, 2025 3 min Topics

Supporting Artists Is Not Patronage, It’s a Responsibility to Cultural Continuity

Art fairs are moments of intense visibility. Walking through Paris or Miami during Art Basel, one is surrounded by confidence—finished works, established narratives, prices that signal validation. From the outside, the art world can appear self-assured, even impermeable. But beneath that surface lies a far more fragile reality. What we see at major fairs is […]
Read article
December 8, 2025 3 min Topics

Capital With Intention: Why Long-Term Investors Must Think Beyond Returns

For much of my professional life, capital was something precise. It had a structure, a maturity, a risk profile. It moved across borders, industries, and political cycles with a certain mathematical elegance. In large-scale finance, particularly in infrastructure and energy, decisions are rarely abstract. They are grounded in contracts, forecasts, and balance sheets. And yet, […]
Read article
November 15, 2025 4 min Topics

Reflections From a Life Shaped by France

Some relationships are not defined by a single moment, but by time. My connection to France is one of them. It was formed early, matured quietly, and proved decisive in ways that only become clear years later. The values I associate with France – intellectual rigor, cultural openness, and a certain discipline of thought – […]
Read article