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My fourth Venture Capital experience took me somewhere I never expected.
After healthcare. After artificial intelligence. After deeptech and energy. I found myself discovering… stablecoins. To be honest, I initially thought this world was mainly about crypto. I quickly realized it was actually about something much bigger. Payments. Liquidity. Trust. Infrastructure. For more than thirty years in industry, international payments were simply part of doing business.…
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My third Venture Capital experience brought me into the world of DeepTech.
After discovering ÜMA, improving women’s health through science… …and Birdia, using AI to solve concrete operational challenges… …I found myself exploring a completely different frontier. Physics. Plasma. Hydrogen. This is where I came across SPARK Cleantech. What immediately fascinated me was not simply the technology. It was the ambition. Some startups improve existing processes. Others…
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My second Venture Capital experience couldn’t have been more different.
Last week, I wrote about Laboratoire ÜMA. A mission-driven company improving women’s health through natural, science-based solutions. Today, a completely different universe. Artificial Intelligence. Aerial imagery. Computer vision. Deeptech. At first glance, it has nothing in common. And yet, it follows exactly the same entrepreneurial logic. I recently met the founder of BIRDIA, a young…
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My first step into Venture Capital—and a lesson in entrepreneurship.
In my previous post, I wrote that structural change only becomes real when entrepreneurs transform ideas into operational business models. Over the coming weeks, I would like to illustrate this through a few companies I have recently had the privilege to discover. This is also the beginning of a new personal journey. After more than…
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Over the last few posts, I explored electrification, carbon accounting, invisible layers and the emergence of new business models around resilience.
A natural question follows: Where do these shifts become visible in practice? The answer is: in companies. Because structural change only becomes real when entrepreneurs turn it into operational models. What is increasingly interesting in the French startup ecosystem is that a new generation of companies is doing exactly that. Not by simply aligning itself…
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Europe is heating up. What should we do with that reality?
As I write these lines, another heat wave is spreading across large parts of Europe. The temperature in Paris will rise till 39°C during today! And Summer is just around the corner ! For most of us, it means uncomfortable temperatures. For others, it means pressure on energy systems, agriculture, infrastructure, logistics and public health. Regardless…
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If oil flows again through Hormuz, does it still make sense to talk about carbon markets?
At first glance, perhaps not. After months of disruption, the prospect of renewed oil flows through the Strait of Hormuz has already pushed energy markets lower and reassured investors. One could conclude that the urgency around carbon markets, electrification, or energy transition may fade with it. I believe the opposite is true. In the previous…
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The invisible layers often become more valuable than the asset itself.
A farmer still grows wheat. Yet around that wheat, entirely new sources of value are emerging:carbon measurement, certification, financing, insurance, market access and monetization. None of these activities produce a single grain. Yet all of them create economic value. The same phenomenon is appearing across industries. An electric fleet generates charging optimization, battery analytics and…
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Farmers are quietly becoming carbon managers
In the previous post, I suggested that some of the most interesting value creation opportunities are emerging in layers that remain largely invisible. Not in the physical asset itself. But around it. Agriculture may be one of the clearest examples. Traditionally, a farm produced visible outputs: The economic model was relatively straightforward. Produce. Harvest. Sell.…
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Where does real value creation actually begin?
Thank you all for your interest and valuable comments. After the last few posts on electrification, carbon accounting, and emerging industrial business models, one question naturally follows:Where does real value creation actually begin?Not in theory.Not in PowerPoint presentations.But in concrete operational models capable of turning:electrification, measurable emissions, and carbon visibility into viable economic systems.What is…