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	Titre	Date	Durée
	The quiet breakthrough	20 mars 2026	00:14:50
The sector generating the least spectacle is producing the most substance. One week in March 2026 made it impossible to ignore.
	Concrete and kilowatts	16 mars 2026	00:17:48
AI stopped being a software story and became an infrastructure story. Nearly $700 billion in physical buildout is reshaping energy markets, breaking political coalitions, and sending electricity bills climbing.
	The confidence machine	13 mars 2026	00:21:58
AI's most dangerous property isn't inaccuracy. It's that wrong answers arrive with the same confidence as right ones, and humans aren't equipped to tell the difference.
	Consequences	10 mars 2026	00:11:02
Every major AI story from the past week follows the same script: something goes wrong, the responsible party performs a choreographed response, and the actual consequences land somewhere else entirely. Not a conspiracy. An operating model.
	Collision course	06 mars 2026	00:16:12
In a single week, every thread of the AI story caught fire at once. Boycotts, chip controls, a five-year plan, frozen acquisitions, and an energy pledge. It stopped being a technology story. It became geopolitics.
	$110 billion and a boycott	02 mars 2026	00:08:58
Tobacco, oil, and defense stocks all climbed while public opinion turned against them. The OpenAI boycott fits the same pattern — except for one structural difference.
	Vibes vs. evidence	27 févr. 2026	00:12:52
The gap between what we're spending on AI and what we're measuring from it isn't a mystery. It's a pattern — and it's playing out exactly the way it did with computers, electricity, and the dot-com bubble.

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