Lawrence Lundy-Bryan

@lawrencelundy.bsky.social

Writer: @stateofthefuture.substack // Research-led venture capital. Semiconductors. Investor: Partner, Research @ Lunar Ventures

So we have a youth unemployment problem. We need a fix. Likely something about raising status on blue collar work. But thats the easy part. You know what’s gonna be really hard? Reforming education. stateofthefuture.substack.com/p/maybe-edte...

Maybe EdTech is the answer? (feat. Noam Gerstein, CEO and founder of Bina School)

Why are we still educating children for an economy that won't exist when they graduate?

stateofthefuture.substack.com

1/ Last week I argued that test-time compute shifts AI’s economics, favoring the “Magnificent Seven.” Test-time compute: Using runtime to generate responses instead of relying solely on training data. This shift drives agents’ potential on the Internet—but comes with operating costs. 🧵

Some unstructured thoughts on early enterprise gtm. 🧵 It’s not about how big you can sell. But how small. Trust might be the biggest moat in enterprise software. Do you have a Day 0 and 1 strategy?

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