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The AI Realist

Julien Simon

Practical AI for builders, operators, and investors.

Platform
Substack
PricingOnly free issuesPublishesDaily
Issues178SubscribersRead airealist.ai

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Open Source, Closed Orbit

On August 8, 2023, Jensen Huang stood on stage at SIGGRAPH and asked a question.

6 days ago
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Register, Disclose, Pay

On the morning of March 10, 2026, the Court of Justice of the European Union convened its fifteen-judge Grand Chamber in Luxembourg to hear oral arguments in Like Company v. Google — the first case to ask whether training a large language m...

7 days ago
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Cloud vs. Clout

Oracle has produced the most leveraged cloud infrastructure transformation on record: $125 billion in debt, $553 billion in contractual commitments, 57 percent of which are concentrated in a single unprofitable customer, a stock that fell 5...

8 days ago
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Mistral Succeeded. France's AI Strategy Didn't.

In the winter of 1972, in a cellar in Châtenay-Malabry, a suburb south of Paris, an engineer named François Gernelle worked eighteen-hour days to meet a deadline from the Institut National de Recherche Agronomique. The INRA wanted a cheap w...

9 days ago
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Authors

The writers behind this newsletter.

  • Julien Simon

    AI Operating Partner @ Fortino - Ex-Arcee AI, Hugging Face, AWS - Tech, Cloud, AI, VC, PE, Investing - https://julien.org

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