My irregular newsletter on work and play. Unsubscribe at the bottom. LinkedIn
And just like that, it’s been more than 3 months! I got busy.
MENU
1. WORK: Physical AI, Updated role at SOSV
2. HOW I AI: Free Course, Progress, AI Fluency Levels
3. CULTURE: Mickey 17, Darren Star Extravaganza
4. THOUGHTS: Brazil, Silicon Valley, BJJ
1. WORK
Events
The SOSV VC/Founder matchmaking event focused on Energy ended with 873 participants, including 435 investors.
The next one (#15) is on Physical AI (May 5-11). We expect 500+ participants. You can register here.
Those events are now a core SOSV asset for our deal flow and the building of our co-investors syndicate.
AI & Automation
Over half my time is now dedicated to capability building in AI and Automation at SOSV, and this will soon extend to our portfolio.
That includes sourcing use cases, identifying best practices, training colleagues (many of whom are scientists), and building tools and workflows.
One key element has been aligning with our IT team so governance and infrastructure are ready.
I suspect every company in the world will go through some version of this transformation, whether to stay competitive or simply to survive. In short: soon it may be “AI or die.”
2. HOW I AI
Courses
I made my Udemy course FREE. It is over a year old but it still introduces useful concepts such as APIs and libraries. Get it here.
The main reason is that I decided to focus my efforts on my licensed live course which has generated over $200,000 in sales since launch.
I am now preparing an updated version in both French and English, using my latest methodology.
Projects
I have now built over 180 projects.
Among my recent learnings:
Using a product requirements document together with a build-guidelines document to speed up production
Connecting to Slack to query our portfolio in natural language
Reverse-engineering a SaaS API to extract data faster, rather than automating a browser
I have also become a big aficionado of Antigravity — an incredible agentic coding workhorse.
AI Fluency Levels
Here is a simple distinction of AI Fluency Levels™:
Level 1: No AI
No chatbots, no assistants, no automation. Some people now call this “tradwork.” Many in this group do not yet realize how exposed they are.
Level 2: Chatbot use
People use ChatGPT, Claude, Gemini, etc. Useful, but mostly one-off interactions. Nothing compounds.
Level 3: Reusable AI
GPTs, Gems, saved prompts, prompt libraries. Better than improvising every time, but still mostly siloed and manual.
Level 4: AI workflows
Automations with triggers, steps, and sometimes AI in the middle. Data moves by itself. Real leverage starts here.
Level 5: AI-built apps
Lovable, Replit, Bolt, Canvas-style tools. You can ship lightweight internal tools or prototypes quickly, even without being a developer.
Level 6: AI coding (noob)
Using agentic coding tools inside an IDE to build more robust tools with actual code, files, structure, and iteration. This is where some software engineering discipline starts to matter.
Level 7: AI coding (mid)
Same as above, with PRD and build.md guidelines. (Note: this is me, sometimes)
Level 8: AI coding (goat)
Multi-agent development with parallel agents, agent swarms, delegated subtasks, asynchronous execution. Powerful, but usually better suited to experienced builders and still easy to overcomplicate.
Level 9: Full-context AI
AI has access to the real operating context: files, docs, emails, transcripts, CRM, support tickets, internal knowledge. This is where AI stops being a tool and starts becoming an operating layer for the company.
Level 10: High-autonomy agents (e.g. Claws)
Agents can not only see context, but also act across systems with meaningful autonomy. This is frontier territory: exciting, useful, and full of security, governance, and reliability risks.
In short:
At lower levels, AI helps you think and write.
At higher levels, AI helps you build and execute.
At the highest levels, AI becomes part of the operating system of the company.
Is there a level beyond? Time will tell!
Barriers to AI
Here are some barriers I identified for the transition:
For individuals: activation energy, making time, lack of urgency
For companies: security, in-house design partners, deployment pipelines
New forms of software
When the building cost falls toward zero, you can have:
Personal apps: my bread and butter. Well over 100 of them so far.
Single-use apps: for one-off jobs. I do this almost every week.
Ambient software: new tools you can access where you work (for example via Slack or email). I recently prototyped my first more advanced Slack apps tapping into our portfolio and investor data, all accessible directly from Slack.
On-demand software: still frontier territory — apps created on the fly when needed, possibly paired with an ever-evolving PRD.
What does it mean for jobs and companies?
More companies will be prioritizing the hiring and promoting of people who are “AI fluent” = able to use tools to create leverage in any role.
If you’re not spending time using tools beyond chatbots, you will be left in the dust by growing skill inflation.
Likewise, companies not using automation and AI will be outpaced by those that do — not only because they move faster, but because they keep accelerating.
The good news is that it is not too late. Remember: in AI, the A stands for agency, and the I is for you.
3. CULTURE
SHOWS
Mickey 17***
I watched it on a plane, a bit by accident, and it was a very nice surprise. Same director as Parasite, which I found great in the first half and a weird mess in the second. This one reminded me of a pen-and-paper RPG I used to GM called Paranoia, as well as a lesser-known film based on Michel Houellebecq’s The Possibility of an Island, itself inspired in part by the real-life French guru Raël. As a side note, I met Houellebecq at a lecture in Beijing years ago and asked him why he did not focus his efforts on curing the societal malaise he describes so well. His answer: “I’m only good at describing it.” Fair enough.
Stranger Things Season 5 (Netflix)***
The first season was great. After that, not so much. But they brought the creators back to handle the ending, and I think they did a pretty good job with it.
Younger** (Netflix)
I did not think I was in the target demo for this Darren Star show, but I suppose that since I watched SATC and Emily in Paris, in fact I am. Not deep, but it helps me relax after a long day.
Emily in Paris**
Another soothing show. I mostly watch for the outfits and eye candy. The last season was cringe at first, then tolerable.
Chappelle, Ricky Gervais**
Chappelle’s commentary is still interesting, but it feels less novel than it used to. Ricky now seems to be playing more directly to his audience, and I may no longer be core enough for it.
The Manosphere* (Netflix)
It focuses on some of the more toxic and money-grabbing characters. I am no expert, but I found it pretty biased. The more interesting people like Jordan Peterson and Joe Rogan (not covered there) who are generally advocates of self-improvement and personal responsibility are seen as adjacent to this movement.
4. THOUGHTS & EXPERIENCES
Brazil
My first real trip there since a quick TEDx talk more than ten years ago. Vast and green. Beach houses near São Paulo, barbecues, Carnival, jiu-jitsu, and Ipanema. Capybaras, snakes, toucans, batfish (weird), and lots of sun. It was also nice to be able to use my Portuguese there. If I go back, I will likely visit Florianópolis and Mato Grosso, and maybe Bahia.
Silicon Valley
I had not been to San Francisco in a while, and I was greeted by a new airport terminal, a Cybertruck, and a flock of Waymos. It feels inevitable that taxis and Ubers will soon be mostly autonomous. Seeing posters targeting YC founders is also a local curiosity.
BJJ
I had been asking myself why I still train ever since getting my purple belt. After receiving my brown belt at the end of 2024, having a child in early 2025, and then going through two accidents that year (one in BJJ, one from a scooter fall), I ended up training very little. MMA fighters typically cap out at blue or purple belt, which tells you something about the practical utility of the higher belts. I finally realized that I had silently quit. With time currently at a premium, I plan to train just once a week and redirect my effort toward higher-ROI or more family-compatible activities like weights and bouldering, at least for now.
To better habits in 2026!
— Ben


