Classique de la littérature, Le Décaméron de Boccace inspire une création mondiale qui sera dévoilée à l’Opéra Grand Avignon ces 7 et 8 mars 2026. Présentations complètes :
https://www.olyrix.com/articles/actu-des-operas/8830/le-decameron-un-classique-en-recreation-a-l-opera-grand-avignon
EUROPE ENERGY: Denmark weighs extending North Sea oil and gas licenses to 2050 (from current expiry in 2042) as its gov says "Europe must be able to stand on its own two feet when it comes to energy supply."
The quote below may interest Ed Miliband.
https://www.kefm.dk/aktuelt/nyheder/2026/feb/regeringen-vil-styrke-europas-forsyningssikkerhed
Gold may surge to $6,200 an ounce in the near future, UBS says, as the factors fueling its impressive rally over the past year remain intact.
La Russie perd du terrain.
Sur le front sud, les forces ukrainiennes ont percé les lignes de défense russes et ont atteint les abords de Kamianske.
La dynamique change.
Et Moscou le ressent.
TRUMP IS GROWING FRUSTRATED WITH THE LIMITS OF MILITARY OPTIONS AGAINST IRAN AS ADVISERS WARN ANY STRIKE MAY NOT BE DECISIVE AND COULD LEAD TO WIDER CONFLICT, ACCORDING TO CBS NEWS REPORTING.
🇨🇳 China is scaling agricultural robots.
Autonomous harvest at 24/7 cadence is the new baseline for food security.
Vision models pick, arms place, logistics sync, human supervisors handle exceptions.
Cheaper fruit, fewer bruises, happier supply chain
🇩🇪 Übersetzung
RT von @DamienERNST1: 🇨🇳 China skaliert landwirtschaftliche Roboter.
Autonome Ernte bei 24/7 Kadenz ist die neue Basis für die Lebensmittelsicherheit.
Vision Modelle Pick, Rüstungsplatz, Logistik-Sync, menschliche Supervisoren behandeln Ausnahmen.
Billigere Früchte, weniger blaue Flecken, glücklichere Lieferkette
Did not know this
🇩🇪 Übersetzung
Wussten Sie das nicht
Computer science enrollment at Duke, MIT, and Princeton are down by 20%
Data science, cybersecurity, AI programs are all surging
🇩🇪 Übersetzung
RT von @DamienERNST1: Die Einschreibung der Informatik in Duke, MIT und Princeton um 20%
Datenwissenschaft, Cybersicherheit, KI-Programme überleben
Provocative take. Here's a simplified Keynesian translation: automation redistributes income toward capital owners with lower MPC, weakening aggregate demand. Higher unemployment reinforces this through lowering wages further (wage Phillips curve). The shock pushes the economy quickly to the ZLB, and politics prevents a sufficiently strong fiscal response.
There is also a pretty direct Marxian translation: firms swap workers for AI/compute, deepening capital ("rising organic composition") and putting downward pressure on the rate of profit; meanwhile lower wages weaken demand, creating a "realization crisis." Higher unemployment (reserve army) adds further downward pressure on wages, amplifying both dynamics.
One questionable part of the "doom loop" is the implied K–L substitution logic: that "margin pressures" accelerate automation adoption even as wages fall-rather than cheaper labor slowing substitution.
In the end, I’m not sure it fully hangs together as an economic explanation, but it’s an interesting read.
🇩🇪 Übersetzung
RT von @DamienERNST1: Provocative Take. Hier ist eine vereinfachte Keynesian-Übersetzung: Automatisierung redistribuiert Einkommen zu Kapitalbesitzern mit niedriger MPC, Schwächung der Gesamtnachfrage. Höhere Arbeitslosigkeit verstärkt dies durch Lohnsenkung weiter (Alter Phillips Kurve). Der Schock schiebt die Wirtschaft schnell auf die ZLB, und die Politik verhindert eine ausreichend starke steuerliche Reaktion.
Es gibt auch eine ziemlich direkte marxische Übersetzung: Firmen schlucken Arbeiter für KI/Kompute, vertiefen Kapital ("aufsteigende organische Zusammensetzung") und setzen nach unten Druck auf die Profitrate; inzwischen schwächen niedrigere Löhne die Nachfrage und schaffen eine "Realisierungskrise". Höhere Arbeitslosigkeit (Reservierungsarmee) erhöht den Lohndruck weiter abwärts und verstärkt beide Dynamiken.
Ein fragwürdiger Teil der "Doomschleife" ist die implizite K-L-Substitutionslogik: "Margin Drücke" beschleunigen die Automatisierungsakzeption auch als Lohnfall statt billigere Arbeitsverlangsamung Substitution.
Am Ende bin ich mir nicht sicher, dass es als wirtschaftliche Erklärung vollständig zusammenhängt, aber es ist ein interessanter Leser.
Thoughts after reading Citrini’s piece.
Ultimately, this is one enormous game of chicken.
AI frontier labs can never reduce investment. The moment they do, they fall from a galloping horse and suffer irreversible damage. The dilemma Citrini described for incumbents — “sit still and die slower?” — applies equally to the AI labs themselves.
And the structure of this game is self-reinforcing. The more I cut to the bone, the more capacity I free up to invest, and more investment translates into stronger intelligence that can overwhelm competitors. Because the other side is running the same calculation, no one can turn the wheel first.
As Citrini precisely identified, AI investment occurs not as CapEx but as OpEx substitution, and this is how the game of chicken spreads from the labs to the entire economy. AI may not replace every job that relies on intelligence, but it structurally reduces the necessity of human intelligence. For companies, adopting AI is not a choice — it is a condition of survival.
Right now, NVIDIA is hiring aggressively. But someday even NVIDIA will freeze hiring, cut headcount, and pursue maximum efficiency through AI. The reason is simple. Competitors like AMD will aggressively leverage AI to build the capability to challenge NVIDIA. Standing still while competitors ride AI upward means obsolescence.
This is the most uncomfortable truth of this scenario. Each company’s individual response is rational, but the collective result is catastrophic — in Citrini’s words, “a feedback loop with no natural brake.” We have no choice but to invest in AI as intelligence. Even if it means letting our people go. And that decision to let people go forces someone else to make the same one.
In a game where the one who turns the wheel loses, no one turns the wheel.
🇩🇪 Übersetzung
RT von @DamienERNST1: Gedanken nach dem Lesen von Citrinis Stück.
Letztendlich ist das ein riesiges Spiel des Huhns.
KI Grenzlabore können nie Investitionen reduzieren. Wenn sie das tun, fallen sie unter ein galoppierendes Pferd und leiden irreversiblen Schaden. Das Dilemma Citrini beschrieben für Incumbents — „sit still und sterben langsamer?“ — gilt gleichermaßen für die AI Labors selbst.
Und die Struktur dieses Spiels ist selbstverstärkend. Je mehr ich auf den Knochen schneide, desto mehr Kapazität ich frei zu investieren, und mehr Investitionen übersetzt in eine stärkere Intelligenz, die Wettbewerber überwältigen kann. Da die andere Seite die gleiche Berechnung läuft, kann niemand das Rad zuerst drehen.
Wie Citrini genau identifiziert, KI-Investitionen nicht als CapEx, sondern als OpEx-Substitution, und so breitet sich das Spiel des Huhns aus den Laboren auf die gesamte Wirtschaft aus. KI kann nicht jeden Job ersetzen, der auf Intelligenz beruht, aber es reduziert die Notwendigkeit menschlicher Intelligenz strukturell. Für Unternehmen ist die Annahme von KI keine Wahl — es ist eine Bedingung des Überlebens.
Im Moment ist NVIDIA aggressiv. Aber irgendwann wird sogar NVIDIA die Einstellung einfrieren, das Headcount schneiden und maximale Effizienz durch KI verfolgen. Der Grund ist einfach. Wettbewerber wie AMD werden AI aggressiv nutzen, um die Fähigkeit zu entwickeln, NVIDIA herauszufordern. Standing still, während Wettbewerber KI nach oben fahren bedeutet Obsoleszenz.
Das ist die unangenehmste Wahrheit dieses Szenarios. Die individuelle Antwort jedes Unternehmens ist rational, aber das kollektive Ergebnis ist katastrophal — in Citrinis Worten: „eine Rückkopplungsschleife ohne natürliche Bremse.“ Wir haben keine Wahl, als in KI als Intelligenz zu investieren. Selbst wenn es bedeutet, unsere Leute gehen zu lassen. Und diese Entscheidung, Menschen gehen zu lassen, zwingt jemand anderes, das gleiche zu machen.
In einem Spiel, wo derjenige, der das Rad dreht, verliert, dreht niemand das Rad.
India is going to be first national victim of AI
🇩🇪 Übersetzung
RT von @DamienERNST1: Indien wird erstes nationales Opfer von AI
Here are the characteristics of the drone Karrar.
This is the Iranian drone capable of intercepting tanker aircraft over the skies of Iraq and Syria.
It can fly at 14,000m, has a range of 1,000km, and carries air-to-air missiles. At the end of last year, it was deployed to act alongside the Iranian air defense.
🇩🇪 Übersetzung
RT von @DamienERNST1: Hier sind die Eigenschaften der Drohne Karrar.
Dies ist die iranische Drohne, die Panzerflugzeuge über die Himmel des Irak und Syrien abfangen kann.
Es kann auf 14.000m fliegen, hat eine Reihe von 1.000km und trägt Luft-Luft-Raketen. Ende letzten Jahres wurde es eingesetzt, um neben der iranischen Luftverteidigung zu handeln.
Trump is considering a limited strike in the coming days followed by a much larger one, if the Iranians don't comply...
🇩🇪 Übersetzung
RT von @DamienERNST1: Trump erwägt einen begrenzten Streik in den nächsten Tagen, gefolgt von einem viel größeren, wenn die Iraner nicht...
This is probably the most believable piece of AI scenario modeling, positive or negative, I have ever read. Plenty of contestable assumptions, of course, but undoubtedly worth your time.
The real disruption isn't the tech—it's the geopolitical shift. Starlink just made every ocean, desert, and rural area a viable economic zone. Nations that controlled prosperity through infrastructure monopolies are watching their leverage evaporate into low earth orbit.
When you’re 5 years old, a year is 20% of your life. And when you’re 50 years old, a year is 2% of your life. This is an explanation given why time speeds up as you age. It's called Janet's law. It states you’ve experienced roughly half of your perceived by life by 20 years old. Or to put it another way: A summer holiday for a 5 year old feels as long as the 10 years from 40 to 50 years old.
But Janet's law can be broken with high agency.
You have agency over the speed time. You're not a passive victim. A better explanation of why time speeds up as you age is because you have fewer new experiences as an adult, so your brain deletes the memories. If you take agency over your life, do new things and create memory dividends, time slows down.
If you live your life on autopilot, you may die at 80, but feel like you died at 20 years old.
If you take agency over your life, you may diet at 80, but feel like you died at 200 years old.
This is a spectacularly important study.
Published in Nature, it provides solid evidence that this platform pushes those on the right further to the right, more pro-Trump, more pro-Russia,…
And that these effects are programmed into the platform
https://www.nature.com/articles/s41586-026-10098-2
This is a leading indicator of where the economy is headed.
Very soon more money will be spent on new construction for digital workers (data centers) than human workers (general office space)
Gemini's ability to summarize videos (of, mostly, podcasts) is an exceptional time saver. The summary is often better than the original video. And since it's time-stamped, you can check the segment that really interests you.
Oftentimes I also use 5.3 to extract the core argument of a finance paper. Feels like a cheat, but it losslessly compresses 80 pages to 10. Same story: I will check the 5 pages in the paper that really matter.
At the same time, while Codex and Claude Code are good at coding and at reading, they are not good at doing research. They solve or make progress in lemma-proving. But they need a lot of guidance and error-checking. They will be increasingly better. But progress seems slower at the the art of asking questions, rather than providing answers or summarizing them.
One of the few famous buildings that actually lives up to the hype - the Sagrada Familia is truly extraordinary, especially when the late afternoon sun hits the strained glass
holy smokes, this is the coolest idea I’ve ever seen
A la fin du XVIIIe siècle, le déplacement total d’un vaisseau de 74 canons était de l’ordre de 3070 tonneaux soit environ 3000 tonnes.
La coque pesait 49% du poids total ;
L'artillerie et les munitions 12% ;
Les agrès et les apparaux de rechange 6,5% ;
Les vivres pour 6 mois de campagne 12% ;
L’eau pour 3 mois de campagne 8% ;
L’équipage et affaires personnelles 2% ;
Le vin 1,2% ;
Le lest 8,1% ;
Autres objets d’équipement 1,2%.
Source : La Marine à Voile de Louis XIII à Napoléon III, par Eric Rieth.
I applaud Daniel for his intellectual honesty, and I hope others will follow:
"In March 2025 I made a bet..that AI tools would not be able to autonomously produce papers..at a level of the best few papers published in 2025..by 2030.
I gave him 3:1 odds at the time; I now expect to lose this bet.
I've slowly updated my timelines over the past year
Despite all of the above, I think I was not correctly calibrated as to the capabilities of existing models, let alone near-future models."
The New York Times made news the loss leader for a $2 billion digital revenue machine, and this chart is the receipt.
News-only subscribers dropped 65% since June 2022. Bundle subscribers grew 227%. That looks like a news collapse. But the NYT deliberately killed its standalone news product. They stopped marketing it. They made it nearly impossible to buy a news-only subscription on their website. They priced the full bundle (News + Games + Cooking + Athletic + Wirecutter) at $2/month introductory, cheaper than a standalone Games subscription.
News-only ARPU is $13.33. Bundle ARPU is $12.92. Single non-news product ARPU is $3.36. Those 4.3 million single-product subscribers paying $3.36/month? They’re not the business. They’re the funnel. The NYT CEO said it explicitly on the earnings call: single products are “funnels to get people to subscribe” to the bundle.
Games now accounts for over 50% of time spent inside the NYT app. Wordle, Connections, and the Mini pull 10+ million weekly players who never intended to read a news article. But half of all NYT subscribers now pay for the bundle, and bundle subscribers retain longer, engage more, and accept price increases. The bundle just went from $25 to $30/month.
The result: digital revenue crossed $2 billion for the first time in 2025. Free cash flow hit $550 million. Adjusted operating margins reached 24% in Q4. Berkshire Hathaway just took a billion-dollar position. While the Washington Post cut 300 journalists last week, the Times added 1.4 million subscribers.
This chart shows a news company that built an attention ecosystem where Wordle gets you in the door, Cooking keeps you at breakfast, The Athletic owns your commute, and by the time you think about canceling, you’d lose four products instead of one.
The NYT figured out that the way to fund journalism in 2026 is to make sure you can’t quit the crossword.
Most people come to the Louvre for the art—few realize the museum sits on top of a medieval fortress.
Around 1190, it began as a defensive stronghold built to protect Paris: thick walls, a central donjon (keep), and a dry defensive ditch (not a water moat). Centuries later, the fortress lost its military purpose and the Louvre was reshaped into a Renaissance palace—by the 16th century, the old keep was gone. Today, the “Medieval Louvre” lets you walk these underground remains and see where it truly started: not as a museum, but as a fortress