Lawrence Lundy-Bryan
@lawrencelundy.bsky.social
Writer: @stateofthefuture.substack // Research-led venture capital. Semiconductors.
Investor: Partner, Research @ Lunar Ventures
Investor: Partner, Research @ Lunar Ventures
right, why fire and then pay UBI, when everyone can just pretend
March 19, 2025 at 4:49 PM
right, why fire and then pay UBI, when everyone can just pretend
Founders now receive nearly identical outreach from scores of VCs—each message echoing the same data points and market insights. When every investor speaks the same language, differentiation becomes elusive.
February 26, 2025 at 12:03 PM
Founders now receive nearly identical outreach from scores of VCs—each message echoing the same data points and market insights. When every investor speaks the same language, differentiation becomes elusive.
As AI research tools become ubiquitous, investment theses begin to converge. The 2022 generative AI boom revealed how rapidly collective thinking can homogenize our vision.
February 26, 2025 at 12:03 PM
As AI research tools become ubiquitous, investment theses begin to converge. The 2022 generative AI boom revealed how rapidly collective thinking can homogenize our vision.
At the intersection of innovation and tradition lies our future—a reminder that, like the ancient weaver’s craft, true mastery blends the precision of technology with the soul of human creativity.
February 26, 2025 at 12:03 PM
At the intersection of innovation and tradition lies our future—a reminder that, like the ancient weaver’s craft, true mastery blends the precision of technology with the soul of human creativity.
Every leap in automated research forces us to reexamine our values. As machines replicate analysis, our unique human insight becomes the most precious differentiator.
February 26, 2025 at 12:03 PM
Every leap in automated research forces us to reexamine our values. As machines replicate analysis, our unique human insight becomes the most precious differentiator.
The art of VC isn’t just about crunching numbers; it’s about embracing intuition, making contrarian calls, and having the courage to back founders who challenge the status quo.
February 26, 2025 at 12:03 PM
The art of VC isn’t just about crunching numbers; it’s about embracing intuition, making contrarian calls, and having the courage to back founders who challenge the status quo.
In the evolving landscape of venture capital, the winners will be those nimble, focused investors—solo GPs and emerging managers whose deep relationships and refined instincts provide the ultimate competitive edge.
February 26, 2025 at 12:03 PM
In the evolving landscape of venture capital, the winners will be those nimble, focused investors—solo GPs and emerging managers whose deep relationships and refined instincts provide the ultimate competitive edge.
Wisdom transcends data. It’s about recognizing patterns across domains, discerning when context matters, and blending cognitive insight with the subtle cues of human emotion.
February 26, 2025 at 12:03 PM
Wisdom transcends data. It’s about recognizing patterns across domains, discerning when context matters, and blending cognitive insight with the subtle cues of human emotion.
When information is everywhere, true wisdom becomes the rarest commodity—a mix of experience, emotional insight, and contextual judgment that algorithms still can’t replicate. (yet, obvs)
February 26, 2025 at 12:03 PM
When information is everywhere, true wisdom becomes the rarest commodity—a mix of experience, emotional insight, and contextual judgment that algorithms still can’t replicate. (yet, obvs)
Recall a16’s contrarian bet on Airbnb and Benchmark’s early call on Uber—moments when intuition trumped data, resulting in returns that defied conventional wisdom.
February 26, 2025 at 12:03 PM
Recall a16’s contrarian bet on Airbnb and Benchmark’s early call on Uber—moments when intuition trumped data, resulting in returns that defied conventional wisdom.
In this era of uniform analysis, the most compelling opportunities may come from the “irrational”—those bold, gut-driven bets that defy algorithmic consensus and capture hidden potential.
February 26, 2025 at 12:03 PM
In this era of uniform analysis, the most compelling opportunities may come from the “irrational”—those bold, gut-driven bets that defy algorithmic consensus and capture hidden potential.
Remember when Sequoia first identified the API economy in 2015? What once took years to disseminate now spreads instantaneously, sparking a near-universal awakening to emerging trends.
February 26, 2025 at 12:03 PM
Remember when Sequoia first identified the API economy in 2015? What once took years to disseminate now spreads instantaneously, sparking a near-universal awakening to emerging trends.
The democratization of research has shattered old information moats. Today, solo GPs can generate sophisticated analysis in hours, leveling the playing field in venture capital.
February 26, 2025 at 12:03 PM
The democratization of research has shattered old information moats. Today, solo GPs can generate sophisticated analysis in hours, leveling the playing field in venture capital.
In a landscape flooded with uniform data, the true edge is that intangible, non-quantifiable gut instinct—a wisdom that emerges only from lived experience.
February 26, 2025 at 12:03 PM
In a landscape flooded with uniform data, the true edge is that intangible, non-quantifiable gut instinct—a wisdom that emerges only from lived experience.
Deep Research has commoditized thesis development and market analysis in VC. When everyone has access to the same insights, traditional advantages of scale and resources vanish.
February 26, 2025 at 12:03 PM
Deep Research has commoditized thesis development and market analysis in VC. When everyone has access to the same insights, traditional advantages of scale and resources vanish.