Lawrence Lundy-Bryan
@lawrencelundy.bsky.social
Writer: @stateofthefuture.substack // Research-led venture capital. Semiconductors.
Investor: Partner, Research @ Lunar Ventures
Investor: Partner, Research @ Lunar Ventures
Latest from me on what’s going on with ai and jobs open.substack.com/pub/stateoft...
AI and Junior White Collar Automation: Update after EIG’s New Report
What if I am wrong? How will I live with myself? Who will look after my family?
open.substack.com
August 14, 2025 at 12:38 PM
Latest from me on what’s going on with ai and jobs open.substack.com/pub/stateoft...
Says here “famous primer” open.substack.com/pub/stateoft...
A Primer: Carbon Nanotubes
CNT Dispatch: A classic story of amazing tech breakthrough with slow market adoption
open.substack.com
July 1, 2025 at 2:25 PM
Says here “famous primer” open.substack.com/pub/stateoft...
So we have a youth unemployment problem. We need a fix. Likely something about raising status on blue collar work. But thats the easy part. You know what’s gonna be really hard? Reforming education.
stateofthefuture.substack.com/p/maybe-edte...
stateofthefuture.substack.com/p/maybe-edte...
Maybe EdTech is the answer? (feat. Noam Gerstein, CEO and founder of Bina School)
Why are we still educating children for an economy that won't exist when they graduate?
stateofthefuture.substack.com
June 20, 2025 at 10:31 AM
So we have a youth unemployment problem. We need a fix. Likely something about raising status on blue collar work. But thats the easy part. You know what’s gonna be really hard? Reforming education.
stateofthefuture.substack.com/p/maybe-edte...
stateofthefuture.substack.com/p/maybe-edte...
I’ve been thinking and writing about ai automation for a while now, I wanted to chat to an expert about how it might transform learning.
open.substack.com/pub/stateoft...
open.substack.com/pub/stateoft...
Maybe EdTech is the answer? (feat. Noam Gerstein, CEO and founder of Bina School)
Why are we still educating children for an economy that won't exist when they graduate?
open.substack.com
June 13, 2025 at 7:10 PM
I’ve been thinking and writing about ai automation for a while now, I wanted to chat to an expert about how it might transform learning.
open.substack.com/pub/stateoft...
open.substack.com/pub/stateoft...
Wrote a thing about youth unemployment and ai. Made me sad
stateofthefuture.substack.com/p/young-peop...
stateofthefuture.substack.com/p/young-peop...
Young People Can't Get Jobs. Now What?
Don’t wait for a job, create one: Indie Studios, Fast Builds, and Scaling Artisans
stateofthefuture.substack.com
May 15, 2025 at 2:17 PM
Wrote a thing about youth unemployment and ai. Made me sad
stateofthefuture.substack.com/p/young-peop...
stateofthefuture.substack.com/p/young-peop...
i’ve been writing about AI and automation
the bottleneck for ai is mining
the bottleneck for human adaptation is education
the bottleneck for ai is mining
the bottleneck for human adaptation is education
March 21, 2025 at 2:23 PM
i’ve been writing about AI and automation
the bottleneck for ai is mining
the bottleneck for human adaptation is education
the bottleneck for ai is mining
the bottleneck for human adaptation is education
This conversation goes beyond typical AI transformation narratives to explore the emotional impact when automation eliminates work that provides genuine meaning and enjoyment.
t.co/bjWFKs0gHp
t.co/bjWFKs0gHp
https://podcasts.apple.com/us/podcast/the-orthogonal-bet/id1796494444?i=1000699874764
t.co
March 19, 2025 at 7:28 PM
This conversation goes beyond typical AI transformation narratives to explore the emotional impact when automation eliminates work that provides genuine meaning and enjoyment.
t.co/bjWFKs0gHp
t.co/bjWFKs0gHp
“He used the medium-sized spoon for his soup lol, he’s not one of us, don’t invite him to the library after dinner to decide if we do the merger”
stateofthefuture.substack.com/p/occupation...
stateofthefuture.substack.com/p/occupation...
Occupational Downgrading
AI & Our Performative Work Future
stateofthefuture.substack.com
March 18, 2025 at 11:12 AM
“He used the medium-sized spoon for his soup lol, he’s not one of us, don’t invite him to the library after dinner to decide if we do the merger”
stateofthefuture.substack.com/p/occupation...
stateofthefuture.substack.com/p/occupation...
We're heading toward something more subtle and perhaps more insidious: mass underemployment disguised as continued employment. You’re welcome.
"The challenge isn't finding new jobs, but finding new meaning in a world where productive work is increasingly handled by machines."
Awesome essay about the encroaching (I'd say: half-way complete) automation of office work by @lawrencelundy.bsky.social that I highly recommend to anyone ✌️
Awesome essay about the encroaching (I'd say: half-way complete) automation of office work by @lawrencelundy.bsky.social that I highly recommend to anyone ✌️
Occupational Downgrading
AI & Our Performative Work Future
stateofthefuture.substack.com
March 18, 2025 at 11:11 AM
We're heading toward something more subtle and perhaps more insidious: mass underemployment disguised as continued employment. You’re welcome.
it's over for me now. Imagine Jean-Baptiste, an 1805 Lyon silk weaver whose identity was interwoven with every thread he spun—a master whose craft was both art and heritage.
February 26, 2025 at 12:03 PM
it's over for me now. Imagine Jean-Baptiste, an 1805 Lyon silk weaver whose identity was interwoven with every thread he spun—a master whose craft was both art and heritage.
1/ Wen Babelfish? 🐟🔮
AI inference must move to the edge. But when it does, what chips will power it? Enter SEMRON’s analog #AI chip, CapRAM, which could change everything. 🧵👇
AI inference must move to the edge. But when it does, what chips will power it? Enter SEMRON’s analog #AI chip, CapRAM, which could change everything. 🧵👇
February 12, 2025 at 12:43 PM
1/ Wen Babelfish? 🐟🔮
AI inference must move to the edge. But when it does, what chips will power it? Enter SEMRON’s analog #AI chip, CapRAM, which could change everything. 🧵👇
AI inference must move to the edge. But when it does, what chips will power it? Enter SEMRON’s analog #AI chip, CapRAM, which could change everything. 🧵👇
You like AI agents? You're gonna love it when they're on the blockchains
stateofthefuture.substack.com/p/you-like-a...
stateofthefuture.substack.com/p/you-like-a...
You like AI agents? You're gonna love it when they're on the blockchains
Everything you need to know about Decentralised Agents w/ Richard Blythman of Naptha #crypto #ai
stateofthefuture.substack.com
February 5, 2025 at 12:39 PM
You like AI agents? You're gonna love it when they're on the blockchains
stateofthefuture.substack.com/p/you-like-a...
stateofthefuture.substack.com/p/you-like-a...
1/
Last week I argued that test-time compute shifts AI’s economics, favoring the “Magnificent Seven.”
Test-time compute: Using runtime to generate responses instead of relying solely on training data.
This shift drives agents’ potential on the Internet—but comes with operating costs. 🧵
Last week I argued that test-time compute shifts AI’s economics, favoring the “Magnificent Seven.”
Test-time compute: Using runtime to generate responses instead of relying solely on training data.
This shift drives agents’ potential on the Internet—but comes with operating costs. 🧵
January 21, 2025 at 9:04 AM
1/
Last week I argued that test-time compute shifts AI’s economics, favoring the “Magnificent Seven.”
Test-time compute: Using runtime to generate responses instead of relying solely on training data.
This shift drives agents’ potential on the Internet—but comes with operating costs. 🧵
Last week I argued that test-time compute shifts AI’s economics, favoring the “Magnificent Seven.”
Test-time compute: Using runtime to generate responses instead of relying solely on training data.
This shift drives agents’ potential on the Internet—but comes with operating costs. 🧵
🧵 The State of Future: Why VCs must fund frontier expeditions or just buy the Magnificent Seven (1/20)
January 8, 2025 at 10:25 AM
🧵 The State of Future: Why VCs must fund frontier expeditions or just buy the Magnificent Seven (1/20)
1/13 Quick analysis on the state of quantum computing after Google's Willow announcement and some fascinating convos with quantum experts 🧵
December 17, 2024 at 10:51 AM
1/13 Quick analysis on the state of quantum computing after Google's Willow announcement and some fascinating convos with quantum experts 🧵
Reposted by Lawrence Lundy-Bryan
Just going to say it again. You can stream real-time data to *millions* of concurrent users from a single commodity Postgres.
ElectricSQL is now in BETA!
We're a Postgres sync engine. Check out our new 1 million clients benchmark and demos: electric-sql.com/blog/2024/12...
Electric is ready to sync with companies like Trigger.dev, Ottogrid.ai and Doorboost.com using us in production. Great time to take another look!
We're a Postgres sync engine. Check out our new 1 million clients benchmark and demos: electric-sql.com/blog/2024/12...
Electric is ready to sync with companies like Trigger.dev, Ottogrid.ai and Doorboost.com using us in production. Great time to take another look!
Electric BETA release | ElectricSQL
The Electric sync engine is now in BETA. If you haven't checked out Electric recently, it's a great time to take another look.
electric-sql.com
December 10, 2024 at 9:40 PM
Just going to say it again. You can stream real-time data to *millions* of concurrent users from a single commodity Postgres.
🚀 Quantum Progress: Willow and the Bigger Picture 🧵 This week I was only 1 week ahead of the curve. 1 week is all you need in venture. stateofthefuture.substack.com/p/cubits-in-...
December 10, 2024 at 11:14 AM
🚀 Quantum Progress: Willow and the Bigger Picture 🧵 This week I was only 1 week ahead of the curve. 1 week is all you need in venture. stateofthefuture.substack.com/p/cubits-in-...
Reposted by Lawrence Lundy-Bryan
TSMC's N2 process has a major advantage over Intel's 18A: SRAM density trib.al/IkOUQit
TSMC's N2 process has a major advantage over Intel's 18A: SRAM density
SRAM is hard to scale.
trib.al
December 4, 2024 at 1:44 PM
TSMC's N2 process has a major advantage over Intel's 18A: SRAM density trib.al/IkOUQit
1/7 Everyone's talking about AI, but remember quantum computing? While AI scales to 100GW clusters, quantum computers are still mostly in labs. Here's why - and why silicon spin might be the dark horse 🧵
December 4, 2024 at 1:12 PM
1/7 Everyone's talking about AI, but remember quantum computing? While AI scales to 100GW clusters, quantum computers are still mostly in labs. Here's why - and why silicon spin might be the dark horse 🧵
“This is concrete evidence that brain microbiomes do exist in vertebrates,” he said. “And so the idea that humans have a brain microbiome is not outlandish.”
www.quantamagazine.org/fish-have-a-...
www.quantamagazine.org/fish-have-a-...
Fish Have a Brain Microbiome. Could Humans Have One Too? | Quanta Magazine
The discovery that other vertebrates have healthy, microbial brains is fueling the still controversial possibility that we might have them as well.
www.quantamagazine.org
December 3, 2024 at 3:55 PM
“This is concrete evidence that brain microbiomes do exist in vertebrates,” he said. “And so the idea that humans have a brain microbiome is not outlandish.”
www.quantamagazine.org/fish-have-a-...
www.quantamagazine.org/fish-have-a-...
🧵 Let's dive into the quantum computing paradox: While AI scales to 100GW clusters, quantum remains in labs. Here's what's really going on... (1/20)
December 3, 2024 at 1:23 PM
🧵 Let's dive into the quantum computing paradox: While AI scales to 100GW clusters, quantum remains in labs. Here's what's really going on... (1/20)
Reposted by Lawrence Lundy-Bryan
Some unstructured thoughts on early enterprise gtm. 🧵
It’s not about how big you can sell. But how small.
Trust might be the biggest moat in enterprise software.
Do you have a Day 0 and 1 strategy?
It’s not about how big you can sell. But how small.
Trust might be the biggest moat in enterprise software.
Do you have a Day 0 and 1 strategy?
November 27, 2024 at 5:15 PM
Some unstructured thoughts on early enterprise gtm. 🧵
It’s not about how big you can sell. But how small.
Trust might be the biggest moat in enterprise software.
Do you have a Day 0 and 1 strategy?
It’s not about how big you can sell. But how small.
Trust might be the biggest moat in enterprise software.
Do you have a Day 0 and 1 strategy?