Writer: @stateofthefuture.substack // Research-led venture capital. Semiconductors. Investor: Partner, Research @ Lunar Ventureshttps://bsky.app/profile/lawrencelundy.bsky.socialhttps://bsky.app/profile/lawrencelundy.bsky.social/post/3lwee7tdjrk2pLatest from me on what’s going on with ai and jobs https://open.substack.com/pub/stateofthefuture/p/ai-and-junior-white-collar-automation?r=cfve014 Aug 2025 12:38 +0000at://did:plc:wsxcyrd2dhqrnll5yavtwdey/app.bsky.feed.post/3lwee7tdjrk2phttps://bsky.app/profile/lawrencelundy.bsky.social/post/3lsvvpg65dc2sSays here “famous primer” https://open.substack.com/pub/stateofthefuture/p/a-primer-carbon-nanotubes?r=cfve0&utm_medium=ios01 Jul 2025 14:25 +0000at://did:plc:wsxcyrd2dhqrnll5yavtwdey/app.bsky.feed.post/3lsvvpg65dc2shttps://bsky.app/profile/lawrencelundy.bsky.social/post/3lrztikoz2c2ySo 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. https://stateofthefuture.substack.com/p/maybe-edtech-is-the-answer-feat-noam20 Jun 2025 10:31 +0000at://did:plc:wsxcyrd2dhqrnll5yavtwdey/app.bsky.feed.post/3lrztikoz2c2yhttps://bsky.app/profile/lawrencelundy.bsky.social/post/3lrj57wzqs22fI’ve been thinking and writing about ai automation for a while now, I wanted to chat to an expert about how it might transform learning. https://open.substack.com/pub/stateofthefuture/p/maybe-edtech-is-the-answer-feat-noam?r=cfve013 Jun 2025 19:10 +0000at://did:plc:wsxcyrd2dhqrnll5yavtwdey/app.bsky.feed.post/3lrj57wzqs22fhttps://bsky.app/profile/lawrencelundy.bsky.social/post/3lp7pe4r3ns24Wrote a thing about youth unemployment and ai. Made me sad https://stateofthefuture.substack.com/p/young-people-cant-get-jobs-now-what15 May 2025 14:17 +0000at://did:plc:wsxcyrd2dhqrnll5yavtwdey/app.bsky.feed.post/3lp7pe4r3ns24https://bsky.app/profile/lawrencelundy.bsky.social/post/3lkvg2fpn4c2vi’ve been writing about AI and automation the bottleneck for ai is mining the bottleneck for human adaptation is education21 Mar 2025 14:23 +0000at://did:plc:wsxcyrd2dhqrnll5yavtwdey/app.bsky.feed.post/3lkvg2fpn4c2vhttps://bsky.app/profile/lawrencelundy.bsky.social/post/3lkqw5up3b22iThis conversation goes beyond typical AI transformation narratives to explore the emotional impact when automation eliminates work that provides genuine meaning and enjoyment. t.co/bjWFKs0gHp https://t.co/bjWFKs0gHp19 Mar 2025 19:28 +0000at://did:plc:wsxcyrd2dhqrnll5yavtwdey/app.bsky.feed.post/3lkqw5up3b22ihttps://bsky.app/profile/lawrencelundy.bsky.social/post/3lknjwogp6222“He used the medium-sized spoon for his soup lol, he’s not one of us, don’t invite him to the library after dinner to decide if we do the merger” https://stateofthefuture.substack.com/p/occupational-downgrading18 Mar 2025 11:12 +0000at://did:plc:wsxcyrd2dhqrnll5yavtwdey/app.bsky.feed.post/3lknjwogp6222https://bsky.app/profile/lawrencelundy.bsky.social/post/3lknjuungfs22We're heading toward something more subtle and perhaps more insidious: mass underemployment disguised as continued employment. You’re welcome. [contains quote post or other embedded content]18 Mar 2025 11:10 +0000at://did:plc:wsxcyrd2dhqrnll5yavtwdey/app.bsky.feed.post/3lknjuungfs22https://bsky.app/profile/lawrencelundy.bsky.social/post/3lj3dhk62wc23it's over for me now. Imagine Jean-Baptiste, an 1805 Lyon silk weaver whose identity was interwoven with every thread he spun—a master whose craft was both art and heritage.26 Feb 2025 12:03 +0000at://did:plc:wsxcyrd2dhqrnll5yavtwdey/app.bsky.feed.post/3lj3dhk62wc23https://bsky.app/profile/lawrencelundy.bsky.social/post/3lhy763ifos2z1/ Wen Babelfish? 🐟🔮 AI inference must move to the edge. But when it does, what chips will power it? Enter SEMRON’s analog #AI chip, CapRAM, which could change everything. 🧵👇12 Feb 2025 12:43 +0000at://did:plc:wsxcyrd2dhqrnll5yavtwdey/app.bsky.feed.post/3lhy763ifos2zhttps://bsky.app/profile/lawrencelundy.bsky.social/post/3lhglpnh3ps2lYou like AI agents? You're gonna love it when they're on the blockchains https://stateofthefuture.substack.com/p/you-like-ai-agents-you-are-gonna05 Feb 2025 12:39 +0000at://did:plc:wsxcyrd2dhqrnll5yavtwdey/app.bsky.feed.post/3lhglpnh3ps2lhttps://bsky.app/profile/lawrencelundy.bsky.social/post/3lgaioiakj22p1/ 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. 🧵21 Jan 2025 09:04 +0000at://did:plc:wsxcyrd2dhqrnll5yavtwdey/app.bsky.feed.post/3lgaioiakj22phttps://bsky.app/profile/lawrencelundy.bsky.social/post/3lf7x6htbfs2w🧵 The State of Future: Why VCs must fund frontier expeditions or just buy the Magnificent Seven (1/20)08 Jan 2025 10:25 +0000at://did:plc:wsxcyrd2dhqrnll5yavtwdey/app.bsky.feed.post/3lf7x6htbfs2whttps://bsky.app/profile/lawrencelundy.bsky.social/post/3ldioefbszk2b1/13 Quick analysis on the state of quantum computing after Google's Willow announcement and some fascinating convos with quantum experts 🧵17 Dec 2024 10:51 +0000at://did:plc:wsxcyrd2dhqrnll5yavtwdey/app.bsky.feed.post/3ldioefbszk2bhttps://bsky.app/profile/lawrencelundy.bsky.social/post/3ldghy7qwqc2uhttps://open.substack.com/pub/stateofthefuture/p/willow-and-the-race-to-quantum-advantage?selection=deb2ca7d-36c9-4ed1-94b1-54898adcaf84 @lunarventures.bsky.social16 Dec 2024 13:52 +0000at://did:plc:wsxcyrd2dhqrnll5yavtwdey/app.bsky.feed.post/3ldghy7qwqc2uhttps://bsky.app/profile/lawrencelundy.bsky.social/post/3lczwtce7ek25From Scott Aaronson scottaaronson.blog?p=8525 https://scottaaronson.blog/?p=852511 Dec 2024 14:13 +0000at://did:plc:wsxcyrd2dhqrnll5yavtwdey/app.bsky.feed.post/3lczwtce7ek25https://bsky.app/profile/lawrencelundy.bsky.social/post/3lcx4e5etfs2m🚀 Quantum Progress: Willow and the Bigger Picture 🧵 This week I was only 1 week ahead of the curve. 1 week is all you need in venture. https://stateofthefuture.substack.com/p/cubits-in-a-fridge-why-is-nobody10 Dec 2024 11:14 +0000at://did:plc:wsxcyrd2dhqrnll5yavtwdey/app.bsky.feed.post/3lcx4e5etfs2mhttps://bsky.app/profile/lawrencelundy.bsky.social/post/3lcvrvntd5k2ohttps://substack.com/@stateofthefuture/note/c-80812198?r=cfve009 Dec 2024 22:34 +0000at://did:plc:wsxcyrd2dhqrnll5yavtwdey/app.bsky.feed.post/3lcvrvntd5k2ohttps://bsky.app/profile/lawrencelundy.bsky.social/post/3lcia5vw3lc2m1/7 Everyone's talking about AI, but remember quantum computing? While AI scales to 100GW clusters, quantum computers are still mostly in labs. Here's why - and why silicon spin might be the dark horse 🧵04 Dec 2024 13:12 +0000at://did:plc:wsxcyrd2dhqrnll5yavtwdey/app.bsky.feed.post/3lcia5vw3lc2mhttps://bsky.app/profile/lawrencelundy.bsky.social/post/3lcfytd3pzc2l“This is concrete evidence that brain microbiomes do exist in vertebrates,” he said. “And so the idea that humans have a brain microbiome is not outlandish.” https://www.quantamagazine.org/fish-have-a-brain-microbiome-could-humans-have-one-too-20241202/03 Dec 2024 15:55 +0000at://did:plc:wsxcyrd2dhqrnll5yavtwdey/app.bsky.feed.post/3lcfytd3pzc2lhttps://bsky.app/profile/lawrencelundy.bsky.social/post/3lcfqdimkpk2g🧵 Let's dive into the quantum computing paradox: While AI scales to 100GW clusters, quantum remains in labs. Here's what's really going on... (1/20)03 Dec 2024 13:23 +0000at://did:plc:wsxcyrd2dhqrnll5yavtwdey/app.bsky.feed.post/3lcfqdimkpk2ghttps://bsky.app/profile/lawrencelundy.bsky.social/post/3lbrz7at3xs2jyep https://www.sciencedaily.com/releases/2024/11/241121141048.htm25 Nov 2024 17:09 +0000at://did:plc:wsxcyrd2dhqrnll5yavtwdey/app.bsky.feed.post/3lbrz7at3xs2jhttps://bsky.app/profile/lawrencelundy.bsky.social/post/3lbrfzrpysk2pAtomic energy yes? I raise your fission and small modular reactors (SMRs) with fusion? If the timelines for SMRs to power datacentres were mismatched, you just wait…25 Nov 2024 11:26 +0000at://did:plc:wsxcyrd2dhqrnll5yavtwdey/app.bsky.feed.post/3lbrfzrpysk2phttps://bsky.app/profile/lawrencelundy.bsky.social/post/3lbfqvylgek2oJust spitballing, but what about, and hear me out, “tokens for tokamaks” You’re welcome20 Nov 2024 20:08 +0000at://did:plc:wsxcyrd2dhqrnll5yavtwdey/app.bsky.feed.post/3lbfqvylgek2ohttps://bsky.app/profile/lawrencelundy.bsky.social/post/3lbezs7mvus24I keep writing stuff https://open.substack.com/pub/stateofthefuture/p/nuclear-fusion-the-state-of-play?r=cfve0&utm_medium=ios20 Nov 2024 13:15 +0000at://did:plc:wsxcyrd2dhqrnll5yavtwdey/app.bsky.feed.post/3lbezs7mvus24