AI is becoming infrastructure, not a tool
SEPTEMBER 2026 · 4 MIN READ
What the Stanford AI Index 2026 says about the gap between what models can do and what organizations can actually rely on.
Read this piece →A selection of frameworks, research and ideas I've studied and found worth keeping. Synthesized from the sources listed in each piece, with what I take from them.
SEPTEMBER 2026 · 4 MIN READ
What the Stanford AI Index 2026 says about the gap between what models can do and what organizations can actually rely on.
Read this piece →OCTOBER 2026 · 5 MIN READ
Bot or no bot, what each note-taker costs, why the gain is in connecting notes to your tools, and where AI agents really stand in 2026.
OCTOBER 2026 · 4 MIN READ
Same price at the top, a thirteenfold gap below, a $12.9 billion deal and an EU disclosure rule that already applies. September 2026, read for founders.
OCTOBER 2026 · 4 MIN READ
Acquisition, prospecting or delivery: in a small company, the order matters more than the tools. With the legal lines for prospecting in France.
SEPTEMBER 2026 · 2 MIN READ
Six motions, AI-native infrastructure, signal-based outbound and the pricing models that actually hold. A synthesis of Kyle Poyar's field guide.
SEPTEMBER 2026 · 2 MIN READ
Why rebranding rarely starts with design, and the diagnostic work that comes first. Based on Marion de Robillard's methodology.
SEPTEMBER 2026 · 2 MIN READ
What revenue operations actually covers, why fractional models work, and the market rates in France and Europe.
SEPTEMBER 2026 · 3 MIN READ
Declared behavior versus observed behavior, and why statistical significance isn't business significance.
October 2026
A founder's week is mostly conversations: customer calls, investor meetings, field interviews, team check-ins. Most of what gets said there is lost by Friday. AI note-takers fixed the capture part some time ago. The real gain in 2026 comes from what happens next, once the notes are connected to the rest of your tools.
The tools record in one of two ways. Some send a visible bot that joins the call as a participant. Others record directly on your computer, with nothing added to the meeting. The second kind also works for calls outside the usual video apps, and some cover in-person meetings from a phone.
| Tool | How it records | Listed price | Worth knowing |
|---|---|---|---|
| Granola | On your device, no bot | Free tier, Business at $14/month | Works with any video app, in-person notes on iPhone, many languages |
| Fathom | Bot by default, botless mode added in 2026 | Generous free tier, paid $16 to $20/month | The free plan is the most complete on Zoom |
| Fireflies | Visible bot | Pro at $10/month | 60+ languages, many integrations |
| Noota | Bot or browser extension | Free, then €19 to €39/month | French company, EU hosting |
| Otter | Visible bot | $8 to $17/month | Live transcription, only three languages |
Prices are the ones listed in early October 2026. They move fast, so check before you buy. For a founder working across French and English, multilingual support matters more than the cheapest plan. If a client asks for European hosting, a French tool like Noota answers that question directly.
A tool with no bot still records people. Under GDPR, tell them. One sentence at the start of the call is enough: "I take notes with an AI tool so nothing gets lost. Is that OK with you?"
A transcript on its own is one more file. Connected to an AI assistant, your calendar and your email, it becomes a production line. The connection now runs through MCP, the open protocol created by Anthropic in late 2024, adopted by OpenAI and Google in 2025, and managed since December 2025 by a foundation under the Linux Foundation.
Two more features are often missed. Scheduled tasks run on their own, like a Friday summary of the week's meetings and pending follow-ups. Reusable instructions turn one good format, a client summary or a diagnostic, into something every deliverable follows.
AI has moved from answering to acting. It reads your tools, chains tasks and runs on a schedule. Microsoft's 2026 Work Trend Index, a survey of 20,000 workers in 10 countries published in May, found that 58% of AI users produce work they couldn't have done a year earlier. It also found that 65% fear falling behind if they don't adapt.
What works well today: research and synthesis, document processing, and recurring reporting. What stays fragile: autonomous decisions with high stakes, and strategy. The output there is usually correct but rarely different from what anyone else would get. The simple rule: the agent prepares, you decide. Checking the quality of what comes out is now a skill in its own right.
A small core beats fifteen subscriptions: one assistant, one note-taker, one automation tool. Then build skills in order of payoff:
The first three happen inside the tool you already use. That's why they pay back first. These time estimates are rough.
I work with founders and teams on go-to-market, fundraising and US market entry. If any of this is relevant to what you're building, reach out.
Work with meOctober 2026
In the first three days of September 2026, Anthropic, Google and OpenAI each shipped a new flagship model. Claude Fable 5.1 on September 1. Gemini 3.8 Flash on September 2. GPT-6 Astra on September 3. The same week, Nvidia agreed to buy Hugging Face. I went through the release notes and the independent comparisons with one question in mind: what should a founder actually do differently?
Fable 5.1 and GPT-6 Astra list at exactly the same price: $10 per million input tokens and $50 per million output tokens. Gemini 3.8 Flash costs $0.75 and $3.75, roughly thirteen times less, at an introductory rate that runs until December 31, 2026 and then doubles. On the independent indexes, the leaders are a few points apart. On cost, they're an order of magnitude apart.
Between the two most expensive models, the real difference now hides in the details. Cached input costs $0.25 per million tokens on Fable 5.1 and $1 on Astra, and some models finish the same task with far fewer tokens. For an agent that rereads the same long context all day, that line weighs more on the bill than the headline price.
There's no single best model anymore. There's a best model for a given task at a given cost. If a product runs everything through the most expensive model, that's a design decision, and usually the wrong one.
Prices and rankings now move every few weeks: Google alone released three versions of its Flash tier in about six weeks. A company that hard-wires one vendor into its product inherits that vendor's pricing and roadmap. The safer design keeps the model behind a thin layer you control. It exposes your own tools through an open standard such as MCP, so the next model can use them without a rebuild.
Nvidia agreed to acquire Hugging Face for about $12.9 billion, announced on September 3. Hugging Face is where most open models are published and shared. Nvidia has committed to keep the platform open and not to require its own hardware. Worth watching rather than worrying about. If your product depends on open weights, keep your own copy of the models you rely on, and track their licenses.
Since August 2, 2026, Article 50 of the EU AI Act requires that people be told when they're interacting with an AI system, unless it's obvious. The Digital Omnibus pushed the high-risk obligations back to December 2027, but it left this one in place. Fines can reach €15 million or 3% of worldwide annual revenue. If your product has a chatbot, an assistant or an agent that talks to users in Europe, the disclosure should already be in the interface. The assistant on this site presents itself as an AI assistant for exactly that reason.
I work with founders and teams on go-to-market, fundraising and US market entry. If any of this is relevant to what you're building, reach out.
Work with meOctober 2026
Most founders I talk to want to automate something. The tools are no longer the obstacle: a workflow tool, a model API and an afternoon are enough to connect a form to an email sequence. The real question is what to automate first, and what to keep manual on purpose.
In a small company, automation usually lands in one of three places: finding customers, turning visitors into contacts, or delivering the work. They aren't worth the same.
My order is almost always the same: acquisition first, prospecting second, delivery last.
An agent amplifies whatever process you give it. If the process is still changing, you get the average of a few special cases, produced faster, and you spend more time correcting the output than you saved. A reasonable threshold is eight to ten comparable runs before encoding anything. Before that, the useful work is lighter. A structured intake form. A folder with your best past deliverables. And one reusable set of instructions for the single step that never changes.
Automating a fuzzy process doesn't remove the fuzz. It scales it.
A chatbot answers. An agent pursues a goal. It decides on an action, calls a tool and reads the result. Then it loops until the job is done or something tells it to stop. The building blocks are simple: instructions, a few tools, a loop, some memory, stop conditions, and a short list of things it must never do. Start with the smallest version that works, add tools one at a time, and test each tool on its own before connecting it.
If an AI system talks to your prospects under your name, it needs a test set. Thirty questions, ten of them traps, each with the answer you expect. Rerun them after every change to the instructions. Add a monthly spending cap on the API key and a rate limit on the endpoint. Two settings, and they're what separates a tool you can rely on from a demo.
In France, business-to-business email prospecting without prior consent is allowed under four conditions. The address is professional. The message relates to the person's role. The sender is clearly identified. And unsubscribing is easy. You should also be able to say where each contact came from. Beyond the law, the practical rules are simple. Segment before sending and clean the list. Test on fifty contacts before five hundred. Warm up a new sending domain gradually. And open with something useful rather than an offer.
One line I wouldn't cross: tools that automate LinkedIn invitations and messages break the platform's terms and put the account at risk. For a founder whose credibility partly lives on that profile, the downside is far larger than the gain. Automate the writing, not the sending.
I work with founders and teams on go-to-market, fundraising and US market entry. If any of this is relevant to what you're building, reach out.
Work with meSeptember 2026
I read the Stanford AI Index 2026 the way I read most large reports: looking for the two or three things that actually change how I'd advise someone. Here's what stuck.
AI capability is advancing faster than the systems built to evaluate, govern and integrate it. That's the through-line of the whole report. AI is already inside the economy, education, medicine and research. The mechanisms for measuring and controlling it are lagging behind.
For anyone building or advising a company, that gap is where the opportunity and the risk both sit.
This distinction runs through the entire report and it's the one most people skip. A model can be exceptional on benchmarks and still fail badly in a real workflow.
The questions that actually matter when you deploy:
This is what people mean by "jagged intelligence": remarkable performance on some tasks, surprising failures on others. Benchmarks don't capture it.
The interesting question stopped being "which model should we use?" and became "how do we build a reliable working system around a model?" The model is one brick. Data, context, tools, memory, retrieval, evaluation, security and human oversight are the rest of the wall.
The report tracks a fast progression in systems that don't just answer but execute sequences of actions. The difference is structural:
| Classic LLM | Agent |
|---|---|
| Question → answer | Goal → plan → tools → actions → verification → result |
Performance on environments like OSWorld is improving quickly but remains imperfect. Agents still fail on a meaningful share of tasks. So the near future probably isn't full autonomy. It's supervised agents doing narrow, well-defined work where failure is cheap and verifiable.
If you're building on AI, the moat is drifting away from the model and toward the system. Your proprietary data, your context engineering, your evaluation layer, your feedback loops. Anyone can call the same API. Not everyone can build the surrounding infrastructure that makes the output trustworthy.
The interesting shift isn't that models got smarter. It's that the cost of turning an idea into something functional collapsed. A year ago, wiring up a scored, deduplicated CRM with an outreach layer would have meant hiring a developer for months. I built mine in an afternoon and I maintain it myself. That compression, from "I need a tool that does X" to having it, is the real story. Most founders are still pricing their roadmaps as if it had not happened.
Two things. First, the busywork around fundraising and GTM, the drafts, the trackers, the first-pass analysis, is now cheap enough that no founder should be drowning in it. Second, and less comfortable: if a task can be fully automated, it's no longer a moat. The durable value moves to the parts that can't. The judgment about which market to enter. The relationship that unlocks a round. The read on whether an investor is actually interested. That's where I spend a founder's time and mine.
I work with founders and teams on go-to-market, fundraising and US market entry. If any of this is relevant to what you're building, reach out.
Work with meSeptember 2026
The B2B go-to-market playbook has changed more in two years than in the previous decade. New terms appear almost weekly (AEO, context engineering, MCP, FDE, token economics) and each one signals a real shift in how B2B companies acquire and grow customers.
This is my synthesis of Kyle Poyar's 2026 field guide, filtered through what I actually see working with founders.
The six B2B GTM motions:
The rule that matters: focus on one primary motion at a time. Excelling at several simultaneously is close to impossible, and most early-stage teams that try end up mediocre at all of them.
When a founder tells me they're doing inbound, outbound and PLG at once, that's usually the first thing to fix. Not because the others are wrong, but because attention is the scarce resource. Pick the one that matches how your buyer actually buys.
GTM teams are building AI into the operating layer: enrichment, signal detection, routing, sequencing, forecasting. The teams that do this well aren't using AI to write more emails. They're using it to know which twenty accounts are worth contacting this week.
Outbound based on volume is dying. Outbound based on signals (hiring patterns, funding events, tech stack changes, product usage) is what still works. The infrastructure to detect those signals is now cheap enough that a small team can run it.
I work with founders and teams on go-to-market, fundraising and US market entry. If any of this is relevant to what you're building, reach out.
Work with meSeptember 2026
Most rebranding projects start in the wrong place: new logo, new colors, new website, new tagline. The design work is visible, satisfying and fast. It's also usually premature.
A distinctive brand is a strategic system before it's a visual one. It defines a clear position in the market, a specific way of expressing that position, and a coherent experience across every touchpoint.
The first step isn't creative. It's listening. You gather perceptions from customers, prospects, founders, sales, marketing, product, support, HR, sometimes partners and investors.
What you're looking for is the distance between two things:
That gap is frequently large. A company sees itself as "innovative, premium, close to its customers." The market sees it as expensive and slow to respond. Both descriptions can be honest. Only one drives buying decisions.
This maps almost exactly onto what I see in fundraising. Founders pitch the company they believe they're building. Investors evaluate the company that's visible from outside. Closing that gap is most of the work, and it starts with actually asking.
The methodology splits into two phases. First, define the foundations: understand the business, the market, the customers, and what should genuinely make it different. Second, turn those foundations into reality: deploy the brand internally, in communications, and across the full customer experience.
Skipping the first phase is why so many rebrands look better and change nothing.
I work with founders and teams on go-to-market, fundraising and US market entry. If any of this is relevant to what you're building, reach out.
Work with meSeptember 2026
RevOps unifies the three revenue-generating functions: marketing, sales and customer success. Historically these worked in silos, each with its own tools, metrics and view of the customer. RevOps removes those walls and builds one continuous system from first marketing touch through renewal and expansion.
The stated objective is straightforward: make growth fluid, repeatable and predictable by removing operational friction.
A Head of RevOps costs €100k to €150k per year internally. Senior profiles are rare. So startups and scale-ups increasingly use fractional consultants: operational from week one, budget flexible, and carrying benchmarks from dozens of other companies.
| Level | Daily rate | Monthly retainer |
|---|---|---|
| Confirmed (2-5 yrs) | €500 – €650 | ~€2,000 (2 days/month) |
| Senior (5-8 yrs) | €650 – €850 | ~€3,500 (1 day/week) |
| Expert / Lead (8+ yrs) | €850 – €1,200 | €6,000 – €8,000 (2-3 days/week) |
The pattern I find most useful: a short diagnostic engagement (2-4 weeks, funnel audit, CRM data audit, team interviews, prioritized roadmap) converts naturally into a recurring engagement. It de-risks the decision for the client and gives the consultant a real picture before committing.
I work with founders and teams on go-to-market, fundraising and US market entry. If any of this is relevant to what you're building, reach out.
Work with meSeptember 2026
Some of the most useful entrepreneurial lessons don't come from launching a company. They come from working on problems where the answer isn't obvious and assumptions have to be tested.
Reviewing papers for a finance conference in Nice turned out to be one of those.
One paper I reviewed, Sustainable Investing in the Changing Environment, analyzed 13,396 Finnish individual investors. A striking finding: 73% of respondents reported not knowing about the European SFDR regulation.
But the number wasn't the interesting part. The review process raised a more fundamental question: how much can we really infer from what people say they do?
The study relied heavily on survey responses. The natural next step would be comparing those answers against actual portfolio and transaction data.
This distinction between declared and observed behavior is one of the most transferable things I've learned. A prospect says they'd pay for your product. An investor says sustainability matters to them. A company says it wants to adopt new technology. None of those statements is evidence.
The strongest validation is behavioural:
Customer interviews are useful for understanding why. Usage, payment and retention are the evidence for whether.
The second lesson from the same review: with a large enough sample, small effects become statistically significant. But a statistically significant relationship isn't necessarily economically meaningful.
The same trap exists in startups. A 2% conversion lift can be statistically real and commercially irrelevant. The question is never just "is this effect real?" It's "is this effect large enough to change a decision?"
I work with founders and teams on go-to-market, fundraising and US market entry. If any of this is relevant to what you're building, reach out.
Work with me