https://julienpicaud.com Articles on platform economics, AI, and sustainability software by Julien Picaud. en Sat, 13 Jun 2026 11:39:09 GMT https://julienpicaud.com/article/apis-real-moat-climate-tech https://julienpicaud.com/article/apis-real-moat-climate-tech Sun, 14 Jun 2026 00:00:00 GMT Platform Economics Climate tech is consolidating, and the winners will not be the prettiest dashboards. They will be the APIs that everyone else builds on. https://julienpicaud.com/article/csddd-due-diligence-software-product-teams https://julienpicaud.com/article/csddd-due-diligence-software-product-teams Sat, 13 Jun 2026 00:00:00 GMT Regulation The EU Corporate Sustainability Due Diligence Directive is no longer a slide in a strategy deck. It is a product surface. Most vendors are building the wrong one. https://julienpicaud.com/article/marketplace-mechanics-energy-transition https://julienpicaud.com/article/marketplace-mechanics-energy-transition Sun, 07 Jun 2026 00:00:00 GMT Platform Economics The energy transition is becoming a marketplace problem. The platforms that win will look more like exchanges than SaaS, and the take rate will decide who actually captures the value. https://julienpicaud.com/article/sustainability-data-layer-ai-agents https://julienpicaud.com/article/sustainability-data-layer-ai-agents Sat, 06 Jun 2026 00:00:00 GMT AI & Sustainability Agentic AI in enterprise sustainability is bottlenecked by data, not models. The teams that build a verified data layer in 2026 will own the trust profile of the next decade. https://julienpicaud.com/article/digital-product-passports-2027-supply-chain https://julienpicaud.com/article/digital-product-passports-2027-supply-chain Sun, 31 May 2026 00:00:00 GMT Sustainability Regulation The EU Digital Product Passport rolls out from 2027. The product teams treating it as a compliance checkbox will spend the next decade catching up to the ones treating it as a platform. https://julienpicaud.com/article/carbon-accounting-is-a-product-problem https://julienpicaud.com/article/carbon-accounting-is-a-product-problem Sat, 30 May 2026 00:00:00 GMT Carbon Management Most carbon platforms treat reporting as a pipeline. The teams winning in 2026 treat it as a product, with three distinct users and three failing user journeys. https://julienpicaud.com/article/backlog-bottleneck-what-replaces-it-2026 https://julienpicaud.com/article/backlog-bottleneck-what-replaces-it-2026 Sun, 24 May 2026 00:00:00 GMT Product Strategy The backlog was designed for a world of scarce engineering capacity and slow feedback. Both assumptions are gone. Here is what high-performing product orgs are putting in its place. https://julienpicaud.com/article/scope-3-data-quality-supplier-engagement-bottleneck https://julienpicaud.com/article/scope-3-data-quality-supplier-engagement-bottleneck Sat, 23 May 2026 00:00:00 GMT Sustainability Regulation Enterprises have invested heavily in Scope 3 platforms, yet supplier-specific data still represents a fraction of reported emissions. Here is why — and what product teams can do about it. https://julienpicaud.com/article/grid-interactive-buildings-energy-ai https://julienpicaud.com/article/grid-interactive-buildings-energy-ai Sun, 17 May 2026 00:00:00 GMT Energy & AI How predictive AI is turning buildings into active grid participants — and why this is the next category-defining opportunity for energy software. https://julienpicaud.com/article/pricing-the-platform-usage-based-models-ai-native https://julienpicaud.com/article/pricing-the-platform-usage-based-models-ai-native Sun, 10 May 2026 00:00:00 GMT Platform Economics Why the shift from seat-based to usage-based pricing is inevitable for AI-native enterprise software — and what product teams need to get right. https://julienpicaud.com/article/agentic-procurement-ai-agents-negotiating-scope-3 https://julienpicaud.com/article/agentic-procurement-ai-agents-negotiating-scope-3 Fri, 08 May 2026 00:00:00 GMT AI & Sustainability How autonomous AI agents are reshaping enterprise procurement — negotiating supplier emissions, contract terms, and Scope 3 reductions in real time. https://julienpicaud.com/article/csrd-reckoning-first-reporting-cycle-product-lessons https://julienpicaud.com/article/csrd-reckoning-first-reporting-cycle-product-lessons Fri, 01 May 2026 00:00:00 GMT Sustainability Regulation What the first complete CSRD cycle revealed about enterprise sustainability platforms — data gaps, assurance friction, and the product bets for 2027. https://julienpicaud.com/article/carbon-management-compliance-to-competitive-advantage https://julienpicaud.com/article/carbon-management-compliance-to-competitive-advantage Sun, 12 Apr 2026 00:00:00 GMT Carbon Management How the carbon management market is shifting from compliance reporting to operational decarbonization and financial value creation. https://julienpicaud.com/article/agentic-ai-enterprise-sustainability-real-vs-hype https://julienpicaud.com/article/agentic-ai-enterprise-sustainability-real-vs-hype Sun, 22 Mar 2026 00:00:00 GMT AI & Sustainability A practitioner's view on what AI genuinely delivers in enterprise sustainability — and where the industry overpromises. https://julienpicaud.com/article/climate-risk-product-feature-enterprise-resilience https://julienpicaud.com/article/climate-risk-product-feature-enterprise-resilience Sun, 08 Mar 2026 00:00:00 GMT Product Strategy How climate risk integration transforms sustainability from a reporting function into strategic enterprise risk management. https://julienpicaud.com/article/ai-data-center-paradox-powering-intelligence-sustainably https://julienpicaud.com/article/ai-data-center-paradox-powering-intelligence-sustainably Sun, 15 Feb 2026 00:00:00 GMT Energy & AI AI could help solve climate challenges, but data centers risk becoming massive energy consumers. Navigating the paradox. https://julienpicaud.com/article/ai-native-sustainability-platforms https://julienpicaud.com/article/ai-native-sustainability-platforms Sun, 14 Dec 2025 00:00:00 GMT AI & Sustainability How agentic AI is transforming the way enterprises manage carbon accounting and energy optimization at scale. https://julienpicaud.com/article/platform-economics-enterprise-software https://julienpicaud.com/article/platform-economics-enterprise-software Sat, 01 Nov 2025 00:00:00 GMT Product Strategy Lessons from building category-defining products and creating network effects in B2B sustainability markets. https://julienpicaud.com/article/product-manager-to-product-leader https://julienpicaud.com/article/product-manager-to-product-leader Sun, 12 Oct 2025 00:00:00 GMT Leadership Key inflection points and strategic decisions that shaped my journey to leading product organizations.