Stéphane Paillard

🚨 The battle for the future of software is no longer about who can write code fastest — it’s about who owns the data and context to power AI. Generative coding agents and tools from Anysphere, GitHub Copilot, Windsurf Cognition and poolside are commoditizing software development. In this new era, context is king and data is the moat. Winners will be those who: 1️⃣ Embed deeply into workflows to capture rich, high-fidelity data 2️⃣ Engineer context precisely at inference time 3️⃣ Reinforce models through usage, not static prompts Legacy SaaS vendors face eroding moats. AI-native apps with data flywheels and contextual intelligence are rising fast. 👇 Full article in the comments. If you’re building in this space, I want to hear from you. Thank you to Jeff Haynie, Jason Warner, Çağla Kaymaz and Vedant Agrawal for providing input and feedback on this article! #AI #Software #VC #DeveloperTools #ContextIsKing #FutureOfWork

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Today we reached a massive milestone at Zama : bootstrapping in less than 1 milliseconds. Bootstrapping in FHE allows “cleaning” the noise in encrypted data, and is responsible for the vast majority of the computation time. Thus, the faster bootstrapping gets, the more confidential transactions per second the Zama Protocol can process. We achieved this after years of research on efficiently using GPUs for FHE. The results are MINDBLOWING: Boostrapping latency: - 2021: 53 ms - today: 0.9 ms - speedup: 56x When applied to integers arithmetics, the results are even more insane: 64 bit encrypted addition latency: - 2022: 2,000 ms - today: 8.7 ms - speedup: 230x 64 bit encrypted multiplication latency: - 2022: 13,000 ms - today: 32 ms - speedup: 400x To understand what this means in practice, lets look at confidential stablecoin transfers: - 2022: 0.1 tps - today: 230 tps - speedup: 2,300x And it’s so cheap also: about $0.0001 / transaction for a confidential stablecoin. Tldr; FHE is now FASTER than Ethereum and most L2s! And it’s only a matter of months before we can reach 1000 tps. Next steps: build an FHE ASIC to reach 100k tps by 2029. Enough to cover Visa, Mastercard and SWIFT volume combined. 🚀🚀🚀 Full post in the comments

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France is about to force millions of businesses into software. Not politely. Not gradually. By law. 📑 Starting in 2026, every French business — from the corner café to the design studio — will have to issue and receive invoices in a standard digital format. Each invoice will go automatically to the customer and to the tax authorities for VAT reporting. Think about all those shoeboxes full of receipts. The envelopes stuffed with slips. The PDFs buried in inboxes. A whole way of working disappears overnight. What a relief. 😮‍💨 For freelancers, maybe it’s just one less pile of paper on the desk. But for B2B companies, it changes everything. Because once invoices live in software, payments naturally follow. Reconciliation follows. Cash flow follows. Suddenly, accounting software isn’t just admin — it becomes the default financial hub. That’s why this will be a fierce battle for software companies. Everyone wants to be the tool SMBs pick for compliance. Because once you win invoicing, you can win everything else. But let’s be honest: there won’t be just one winner. SMBs are too diverse, too fragmented. There’s room for many players to succeed and they will. One regulation. Huge consequences. And…🍿 yes, a little drama. P.S. I’ll be at the Congrès de l’ordre des experts-comptables tomorrow, Swan’s booth #R551

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🇪🇺 2 new Large-Scale Pilots are starting this fall: APTITUDE for citizens on the move, WE BUILD Consortium for business trust. 𝗪𝗵𝗮𝘁’𝘀 𝗶𝗻𝘀𝗶𝗱𝗲 • 𝗔𝗣𝗧𝗜𝗧𝗨𝗗𝗘 = 𝗖𝗶𝘁𝗶𝘇𝗲𝗻 & 𝗧𝗿𝗮𝘃𝗲𝗹: Coordinated by France, 110+ partners across 11 countries. Tests Digital Travel Credentials (DTC), a secure, app-based travel document, plus hotel check-ins and wallet payments. • 𝗪𝗘 𝗕𝗨𝗜𝗟𝗗 = 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 & 𝗖𝗼𝗺𝗺𝗲𝗿𝗰𝗲: Led by the Netherlands & Sweden, ~200 organisations in 27 countries. Focus on Organizational Identity, Know Your Business (KYB), and digital Power of Attorney. • 𝗪𝗵𝘆 𝗶𝘁 𝗺𝗮𝘁𝘁𝗲𝗿𝘀: Final 24-month phase → 2026 wallets → 2027 obligations. Longer-term target: 80% citizen adoption by 2030. Which path do you expect to scale faster first: citizen mobility or B2B identity? 👇 #EUDIWallet #eIDAS2 #DigitalTravelCredentials #OrganizationalIdentity

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The 🇪🇺📲 EUDI Wallet is one of the most ambitious projects Europe has ever started. We’ve made great progress — but still need to improve the user experience ⬇️ In my latest blog, I cover: ✅ Why UX will decide adoption ✅ How citizens should experience the wallet ✅ What organizations need for seamless integration ✅ Why ecosystem alignment is key The goal: a wallet that is simple, secure, trusted and used every day by everyone. But here’s the real question: 👉 What do YOU think we need to focus on to make the EUDI Wallet a success for millions of people? Read my comprehensive User experience guide here: https://lnkd.in/gkBGYCGG #eIDAS, EU Digital Identity Wallet #EUDIWallet

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