Archive

Dive into a collection of past posts and rediscover timeless content.

Feb 2, 2026

•

3 min read

US cemented its grip on the chip supply chain with a historic $250 billion pact with Taiwan

AI Strategy Brief

Mathieu Van de Catsije

Jan 19, 2026

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3 min read

Meta goes actionable AI and acquire Magnus

AI Strategy Brief

Mathieu Van de Catsije

Jan 5, 2026

•

4 min read

Special Edition: The Great Divergence (2025 Rewind & 2026 Outlook)

AI Strategy Brief

Mathieu Van de Catsije

Dec 15, 2025

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2 min read

The formalization of the "Agentic Economy" with a new alliance between tech giants

AI Strategy Brief

Mathieu Van de Catsije

Dec 1, 2025

•

3 min read

The first confirmation of weaponized AI agents

AI Strategy Brief

Mathieu Van de Catsije

Nov 17, 2025

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4 min read

New round of heavy investment in the AI infrastructure race and new World Model

AI Strategy Brief

Mathieu Van de Catsije

Nov 3, 2025

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3 min read

OpenAI new structure, and how Anthropic is winning the enterprise crowd

AI Strategy Brief

Mathieu Van de Catsije

Oct 20, 2025

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3 min read

OpenAI release Sora and launch a slop war?

AI Strategy Brief

Mathieu Van de Catsije

Oct 6, 2025

•

3 min read

Power, Platforms and Bubble

AI Strategy Brief

Mathieu Van de Catsije

Archive

Dive into a collection of past posts and rediscover timeless content.

US cemented its grip on the chip supply chain with a historic $250 billion pact with Taiwan

Meta goes actionable AI and acquire Magnus

Special Edition: The Great Divergence (2025 Rewind & 2026 Outlook)

The formalization of the "Agentic Economy" with a new alliance between tech giants

The first confirmation of weaponized AI agents

New round of heavy investment in the AI infrastructure race and new World Model

OpenAI new structure, and how Anthropic is winning the enterprise crowd

OpenAI release Sora and launch a slop war?

Power, Platforms and Bubble

The AI Strategy Brief