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Recursive, Until the Power Bill
Lawrence Lundy’s State of the Future: Dispatch from 5th June 2026
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data-driven VC is over
Feb 25, 2025
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Lawrence Lundy-Bryan
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Young People Can't Get Jobs. Now What?
May 15, 2025
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Lawrence Lundy-Bryan
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Dirty Work: The Return of Blue Collar
Jun 4, 2025
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Lawrence Lundy-Bryan
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An AI Thesis: State of the Future! Part Deux
Oct 22, 2024
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Lawrence Lundy-Bryan
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Blair's Been On The Tokens Again
Lawrence Lundy’s State of the Future: Dispatch from 29 May 2026
May 29
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Lawrence Lundy-Bryan
4
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Category 3: AI x XR, the Glasses Stack, But Ultimately the Meaninglessness of it All
Lawrence Lundy's State of the Future: Dispatch from 22 May 2026
May 22
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Lawrence Lundy-Bryan
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Compute Is Defence Now
State of the Future: Dispatch from 14th May 2026
May 14
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Lawrence Lundy-Bryan
7
4
Consensus Capital: National AI Stacks Taking Shape
State of the Future: Dispatch from 8th May 2026: Directionally Very Bad
May 8
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Lawrence Lundy-Bryan
4
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State of the Future: Friday Four
Dispatch from 1st May 2026: Anthropic is Cheap at 0.10 PEG-R
May 1
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Lawrence Lundy-Bryan
8
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Making AI inference Cheap with Analog Computing w/ Shwetank Kumar @ EnCharge AI
What happens when Investors stop subsidizing inference?
Apr 28
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Lawrence Lundy-Bryan
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State of the Future: Friday Four
Dispatch from 24th April 2026: Everywhere Except in the Statistics
Apr 24
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Lawrence Lundy-Bryan
6
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State of the Future
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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