Allen Lau
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notallenlau.bsky.social
Allen Lau
@notallenlau.bsky.social
Recovering CEO (ex-Wattpad), 3x Entrepreneur, 2x exits (last one at US$660M), Deep Tech VC by Profession (Two Small Fish Ventures), Electrical Engineer by Training, Founders’ Sounding Board.
With a factory now pumping out new FUTURi boxes, it finally feels tangible — real progress you can see, touch, and feel.

Exciting times ahead for Martin and the whole FUTURi team. 🚀
November 11, 2025 at 7:41 AM
This new facility marks another big step for Martin Ordonez and his team as they expand beyond their original office and ramp up production.
November 11, 2025 at 7:41 AM
FUTURi is advancing intelligent electrification through its innovative energy processor, enabling smarter and more efficient power systems. ⚡️
November 11, 2025 at 7:41 AM
Those words reflect how she’s lived — never afraid to take bold bets, always pushing for impact beyond convention.

A mindset that’s inspired me and so many others.

allensthoughts.com/2025/10/24/e...
Embrace Risks, Execute with an Edge and Seek the Asymmetrical Upside - Allen's Thoughts...
On Friday, October 17, 2025, Chancellor Kathleen Taylor at York University conferred on Eva Lau the degree of Doctor of Laws, honoris causa. I purposely avoided hearing her practice so I could experie...
allensthoughts.com
October 24, 2025 at 6:32 PM
Canada has world class talent in semiconductors, AI, robotics, and quantum technologies.

We hope this prize sparks a movement where more homegrown tech giants can start, grow, and scale right here in Canada. That is why it is called Catalyst.
September 18, 2025 at 11:26 AM
The prize will help researchers turn their inventions into impactful companies.

Each year, one team from Arts and Science and one from Engineering will receive support to bridge the gap between breakthrough ideas and scalable ventures.
September 18, 2025 at 11:26 AM
Why? In short, quantum has shifted from a science problem (if it will work) to an engineering problem (how and when it will scale).

Full blog post:
twosmallfish.vc/quantum-from...
Quantum: From Sci-Fi to Investable Frontier - Two Small Fish
When I was studying electrical engineering, out of my curiosity, I chose to take an elective course on quantum physics as part of advanced optics. It sparked my curiosity in quantum. The strange, abst...
twosmallfish.vc
September 15, 2025 at 1:19 PM
Each time Jevons Paradox appeared, it didn’t just boost demand — it transformed society:
• Coal → Industrial Revolution
• Electricity → Modern cities
• Compute + bandwidth → Internet economy
• Intelligence → ?

This is a generational opportunity.

allensthoughts.com/2025/09/09/j...
Jevons Paradox: Why Efficiency Fuels Transformation - Allen's Thoughts...
In 1865, William Stanley Jevons introduced the concept of Jevons Paradox, illustrating that increased efficiency in technology often leads to higher resource consumption rather than reduced use. This ...
allensthoughts.com
September 9, 2025 at 7:00 PM
Now it’s hitting intelligence.

Since 2021, the cost per million tokens has dropped by ~100×.

The result? Demand is exploding: AI copilots, large-scale analytics, and everyday generative tools.
September 9, 2025 at 7:00 PM
Jevons Paradox in action:
• Lighting: 1800→2000, price of light ↓ 3,000×, per-capita use ↑ 13,000×.
• Compute: $18.7M/GFLOP (1984) → $0.03 (2017).
• Connectivity: $1,200/Mbps (2000) → <$1 today; traffic ↑ from 84 PB/mo → >150,000 PB/mo.
September 9, 2025 at 7:00 PM
If I could tell my younger CEO self one thing:
👉 Anticipate the breaks before they happen.
Full post here: allensthoughts.com/2025/09/02/t...
The Rule of 3 and 10 — Lessons I Wish I Learned Earlier - Allen's Thoughts...
One of the most powerful frameworks I’ve come across is the Rule of 3 and 10, coined by Hiroshi Mikitani-san, founder and CEO of Rakuten. The idea is simple: every time a company triples in size, ever...
allensthoughts.com
September 2, 2025 at 2:59 PM
Breaking isn’t failure.
It’s evolution.
Each breakdown means you’ve unlocked the next stage of growth.
September 2, 2025 at 2:59 PM
I’ve lived this many times — first as an employee, later as a co-founder in two companies, including Wattpad.
And yes, the pattern is real.
September 2, 2025 at 2:59 PM
Every time a company triples in size, everything breaks:
• 3: tight-knit, everyone knows everything
• 10: need new ways to communicate
• 30: a first layer of leaders emerges
• 100: layers of leaders, even good systems fail
• 300: a completely different company
• 1,000: feels like a mini-society
September 2, 2025 at 2:59 PM
We’re excited to back FUTURi as part of our Smart Energy focus at Two Small Fish. This is deep tech with global impact — power electronics and intelligent control reshaping how homes and grids interact.

twosmallfish.vc/annoucing-ou...
Annoucing Our Investment in FUTURi Power: The Last Dumb Box in Our Home Gets a Brain - Two Small Fish
For nearly 70 years, the home electrical panel has looked the same. Meanwhile, the home itself is transforming: solar on the roof, batteries in the garage, heat pumps, EVs in the driveway, and smart a...
twosmallfish.vc
August 21, 2025 at 12:18 PM