Sylvain Saurel’s Newsletter | Substack

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Sylvain Saurel’s Newsletter | Substack · 2 days ago

ECONOMICS ACCOUNTING AND FINANCE

Elon Musk Thinks Earth’s Economy Is Too Small for SpaceX.

Starship could unlock industries that barely exist today. The $12 quadrillion question is how much of its value SpaceX can keep.

SPACE XWORLD BANK

Sylvain Saurel’s Newsletter | Substack · Oct 09, 2026

ARTIFICIAL INTELLIGENCE

AI Has a $20-a-Month Problem. Silicon Valley Has a Trillion-Dollar Plan.

Consumers love AI. Turning that love into recurring revenue could be much harder than the infrastructure boom assumes.

ANDREESSEN HOROWITZANTHROPIC

Sylvain Saurel’s Newsletter | Substack · Oct 08, 2026

CONSUMER ELECTRONICS AND ROBOTICS

Samsung Is Bringing USDC to 82 Million Phones. The Real Prize Is Making Crypto Disappear.

A U.S. rollout planned for late October brings digital dollars into Samsung Wallet. The deeper battle is over who owns the customer when the blockchain fades from view.