Iām Lawrence Lundy-Bryan, a researcher and investor šš». I invest in founders making the world better for my children. [email protected]. I write about technology @ State of the Future.
Investments
Projects
Has the time come to take Mortal Computing seriously?
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The extended time horizons of exotic computing solutions (e.g. practical optical computing, reversible computing, computing using the native physics of materials or computing using thermodynamics itself) are problematic for venture investment.
Yet, ventures targeting near-term computing products based on the same CMOS and memory technology in mainstream use today will be very challenged in meaningfully differentiating themselves from those produced by large and powerful incumbents.
Both are compromised from a VC perspective- is there a middle way?
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State of Optical Computing 2025
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2025 Optical Computing memo. It examines five key themes: the strategic pivot from computing to networking, memory limitations, challenges with nonlinear operations, analog versus digital approaches, and manufacturing complexities. The document serves as an investment and strategic landscape guide.
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AI 2035: Scale, Deploy & Secure - Datacentre, Edge & Security (2024)
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The AI revolution demands unprecedented capital for power, chips, and infrastructure, creating three lucrative investment opportunities: scaling (building $100B+ data centers requiring 10GW by 2028), deploying (driving token costs to $0.0001/million to make AI ubiquitous), and securing (developing privacy protection and unbiased, open-access systems).
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