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State of the Future

Lawrence Lundy-Bryan

Trying to invest in things that will make the world better for my kids and their grandkids. And get mark ups obvs. What are you doing?

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Substack
PricingOnly free issuesPublishesWeekly
Issues88Founded5 years agoLast Issue5 days ago
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stateofthefuture.substack.com
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Latest Issues

Compute Is Defence Now

You will get these on Thursday’s now. Thursday is the new Friday. Friday’s are the new Saturdays. Claude Code has increased productivity so much, the 4 day work week is real. It’s all very Economic Possibilities for our Grandchildren. Techn...

5 days ago
5

Consensus Capital: National AI Stacks Taking Shape

Hey folks, how you living? You alright? Greetings from Helsinki. I like the sauna, I do not like the karaoke. That’s my take. More travel musings as they come in.

Joined the etn boys again this week who wanted to know why memory stocks wer...

11 days ago
3

State of the Future: Friday Four

good morning, everyone. i hope you’ve had a nice week. this week i interviewed of EnCharge AI about how analog chips will make inference cheap. Absolutely no reason for you not to read it

made me take a moment and have a bloody good thin...

18 days ago
7

Making AI inference Cheap with Analog Computing w/ Shwetank Kumar @ EnCharge AI

The starting point for today’s interview is that AI inference is getting more expensive, not cheaper.

  • GPT-5.5 doubled price last week: input went from $2.50 to $5.00, output from $15 to $30 per million tokens. The Pro tier is six times...
21 days ago
9

State of the Future: Friday Four

New thing I am going to try, on and off. Going to start going back through old State of the Future essays and actually check what I predicted versus what happened. Twitter has pretty much beaten the “write confident call, pretend you never...

25 days ago
6
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  • Lawrence Lundy-Bryan

    State of the Future helps founders, investors, and corporate leaders identify and act on emerging technology opportunities. We deliver insights, advisory, and investments to surface and back high-potential ideas before they become obvious.

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