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A place to reflect, and a place to share.
A place where I write about news, reports, and topics I am curious about, to learn and to share. Here you will find a weekly watch across tech, finance, and strategy to help you follow key developments. I hope you find what you read here useful.
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Latest publications
A GPT-4.1 Agent Passes 77.4% of Runs but Repeats Only 53.0% of Tasks
While vendors package agent harnesses without reliability metrics, IBM Research measures a 24.4-point consistency gap between average success and repeated task completion.
Lagarde Calls AI Financing 'Serious Competition for Sovereign Debt'
On September 12, Christine Lagarde connected rising long-term bond yields directly to AI-related capital demand, describing it as serious competition for sovereign debt.
In Frankfurt, Cipollone Pairs $354 Billion a Day With His Own Warning
While private tokenized repo settlement reaches $354 billion a day, European Central Bank officials warn that the safe, elastic settlement asset this market requires does not yet exist on-chain.
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Three major analytical axes to understand economic, technological, and organizational transformations.
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Quantified analyses of financial markets, macroeconomics, and valuation models.
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Prospective deep dives on agentic AI, distributed systems, and modern software engineering.
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Management methods, corporate strategy, and organizational transformation.
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We publish in-depth, quantified studies on finance, tech markets, and strategic management for decision-makers and prospective enthusiasts.
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Contact
An idea to share, a question to ask, a collaboration?
Email remains the best way. I am always open to discuss, whether on a specific topic where you have feedback or want to share ideas, or for commercial and strategic inquiries. Happy to share my methodologies and learn together.
bonjour@count2three.fr