I’m Lawrence Lundy-Bryan, a researcher and investor 👋🏻. I invest in founders making the world better for my children. [email protected]. I write about deep tech @ State of the Future.

Most Recent

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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Investments

• Rain.ai (2022) Energy-effecient hardware for AI
• [Catapult.xyz](http://Catapult.xyzhttps://www.catapult.xyz) (2022) Work Assistant
• Charm Therapeutics (2022) AI drug discovery
• Nevermined (2021) Agent payments
• Bonnet (2021) EV Charging Marketplace (exit)
• Brave (2019) Privacy browser
• Ocean Protocol (2018) AI data marketplace
• Fetch.ai (2018) Crypto-based AI framework

Projects

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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State of the Future: A VC Horizon Scanning Project (2022)