Fact-checking synthesis on **Delos Intelligence** (delos.so), a French B2B generative AI startup, comparing a prior tech-watch note against **primary sources** (Alexandre Dewez's "Overlooked" post / 20VC, April 15, 2025, the delos.so website, official registries) and specialized press (Le Monde Informatique, L'Usine Nouvelle, FrenchWeb, Le JDD). **Overall verdict: reliable factual backbone.** The **€2.5M seed round** (≈$2.74–2.83M) led by **20VC** (Harry Stebbings) in **April 2025**, with Inovia Capital, Kima Ventures (Xavier Niel) and Plug and Play, is confirmed; so are the founders (brothers **Pierre** and **Thibaut de la Grand'rive**) and the clients **TotalEnergies, Shiseido, Groupe Casino**. **Strong methodological point**: the list of business angels — often suspected of hallucinatory "padding" — is **CONFIRMED word for word** by the lead investor's press release (Pigment, Dataiku, Hexa plus Ramp and Kerala to add): this is therefore NOT a hallucination. **To correct**: the "50 people" headcount is **not sourceable** (~20 in April 2025, about forty by late 2025); the actual pricing grid is richer (a **Student tier at €10** plus Enterprise on request, in addition to €25/45/80); user figures (10,000 → 50,000 → "100,000+") and ARR are **self-reported and unaudited**. **To flag as speculative**: **no Series A has closed** (only announced as an intention targeting March 2026); **no overall ARR published** (the only mention is a self-promotional "$1M ARR in a few days" for the new **Workers** product, referring to that product alone). "100% Scaleway" sovereignty was **still being finalized** at the end of 2025 (compute still partly running on Azure France). The note's interest is as much methodological — **how to distinguish, within an AI-generated synthesis, what is confirmed, partially accurate, speculative, and self-reported** — as it is documentary.
#Delos Intelligence#delos.so#fact-checking
Synthèse de veille (fact-checking) — sources primaires : blog 20VC (Alexandre Dewez) · delos.so · registres officiels ; presse : Le Monde Informatique · L'Usine Nouvelle · FrenchWeb · Le JDD
Podcast by Greg Isenberg × Meng To (designer, founder of Design+Code, creator of the products Aura / New Form / Dream Cut) on **`design.md`** — Google's open-source convention, equivalent to `agents.md` / `skills.md` / `soul.md` but **for the design system** (typography, colors, spacing, WebGL/Three.js animations, reveal rules). Central idea: carrying the "**soul of design**" in a markdown file that is handed to an agent (Claude Code, Codex, OpenClaude, Gemini, Stitch, Aura, V0, Lovable, Cursor) to preserve **cross-medium consistency** (web, mobile, Replit slides, Hyperframes/Remotion motion design). Triad taught: **HTML = finished dish, design.md = recipe, skills = ingredients** (typography, lasers, skeuomorphic, 3D skills — 63 in New Form). Major diagnosis: **design drift** on one-shot workflows (`v0`, Lovable, Framer) that start strong then drift into generic output. Meta-message: *taste* is the only remaining **moat** — *"if something looks like another thing, its value drops by 10× to 100×"*. Workflow: **Reference → Design.md → Generate → Inspect → Systemize → Iterate (up to 1000+ prompts) → Remix → Expand → Export**. Critique of **purple gradients** ("you just run") as the generic post-vibe-coding baseline. Meng To claims to have spent ~$500,000 in tokens, run 1,000–10,000 iterations per product, and managed 4 products in parallel solo.
#design.md#Google#design system
Greg Isenberg (host — podcast Late Checkout / The Greg Isenberg Show, 12 mai 2026 livestream workshop ideabrowser.com) ; **Meng To** (guest — designer, fondateur Design+Code 2014, créateur Aura / New Form / Dream Cut, autodidacte parti à 18 ans, dropout, francophone d'origine canadienne)
Interview with Andrej Karpathy (OpenAI co-founder, former Tesla Autopilot) moving from *vibe coding* to *agentic engineering*: December 2025 as the turning point "never felt more behind as a programmer," the Software 1.0/2.0/3.0 taxonomy, the openclaw example (bash script → text to copy-paste into the agent) and MenuGen rendered obsolete by Gemini's Nanobanana, the *verifiability* theory explaining why LLMs are *jagged* (math/code peak, "walk to the car wash 50m away" fails), the distinction between *vibe coding* (raise the floor) and *agentic engineering* (preserve the quality bar), the "animals vs ghosts" metaphor, the overhaul of hiring via agent-versus-agent projects, and the key formula: ***"You can outsource your thinking but you can't outsource your understanding."***
#Andrej Karpathy#vibe coding#agentic engineering
Andrej Karpathy (co-fondateur OpenAI, ex-Tesla Autopilot, créateur du terme "vibe coding")