State of the Future
Lawrence Lundy-BryanDispatches from a Deep Tech Investor
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 35 | Subscribers | Read | stateofthefuture.substack.com |
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Confidential AI: The Dog That Didn't Bark In The Night
It Was Supposed to Be so Easy. Invest in semiconductors they said. All the value is being captured by hardware and Nvidia they said. Looked at Etched they said. Generative gaming they said. Okay, sure, I get it, compute is the output, semic...
Deploy! Intelligence too cheap to meter @ $0.0001 per million tokens.
You came for the Micheal Jackson linkedin post, and stayed for the jokes. That’s good, come in the water’s warm. Some people call me the Matt Levine of Deep Tech. Others call me a fraud. Those would be unkind people. Crypto man, those kids ...
State of the Future! Part Deux
I went away for a bit and now I’m back. Back to take over the globe, now break bread. Scale-pilled and ready to go. I’ve read all the things and extropolated a straight line into the future.
Can we make enough AI chips?
I’m Lawrence Lundy-Bryan. I do research for Lunar Ventures, a deep tech venture fund. We invest €500k-€1m at pre-seed & seed to turn science fiction into science reality. Get in touch at [email protected]. I curate State of the Future, a de...
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Authors
The writers behind this newsletter.
Interested in all things deep/frontier/emerging tech. Created stateofthefuture.xyz with Lunar Ventures.
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