Dear Michel,
I may have misread what you have said in your essay, and in that case I hope that my comment will be taken with that proviso in mind (and ignored or corrected, as applicable or practical).
It seems to me that your view of the connection between mathematics and physics is that while there are obvious and pervasive parallels between the two, it is too difficult (or at least too early) to commit to a final and formal definition of the relationship.
Given your comprehensive knowledge of many areas of mathematics and related physics, this view merits thoughtful consideration by anyone interested in either subject (or their inter-relationship).
I chose not to take up specific issues which you mention as I am not sufficiently conversant in "your" subject, and instead focused on the "meta-message" conveyed by the essay as a whole. While reading your essay, it occurred to me that you may have an answer to certain questions that had intrigued me in the past, and if you permit, I would send you an email later to explore those issues (they are not strictly relevant to the concept motivating these essays, and so I prefer not to deal with it here).
Your essay receives my endorsement without reservation, and I will rate it over the weekend (favorably, of course).
I wish you continued success in your endeavors within FQXi, as well as in your academic work.
En