Lawrence Lundy-Bryan
@lawrencelundy.bsky.social
Writer: @stateofthefuture.substack // Research-led venture capital. Semiconductors.
Investor: Partner, Research @ Lunar Ventures
Investor: Partner, Research @ Lunar Ventures
Latest from me on what’s going on with ai and jobs open.substack.com/pub/stateoft...
AI and Junior White Collar Automation: Update after EIG’s New Report
What if I am wrong? How will I live with myself? Who will look after my family?
open.substack.com
August 14, 2025 at 12:38 PM
Latest from me on what’s going on with ai and jobs open.substack.com/pub/stateoft...
Says here “famous primer” open.substack.com/pub/stateoft...
A Primer: Carbon Nanotubes
CNT Dispatch: A classic story of amazing tech breakthrough with slow market adoption
open.substack.com
July 1, 2025 at 2:25 PM
Says here “famous primer” open.substack.com/pub/stateoft...
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...
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
June 20, 2025 at 10:31 AM
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...
stateofthefuture.substack.com/p/maybe-edte...
I’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.
open.substack.com/pub/stateoft...
open.substack.com/pub/stateoft...
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?
open.substack.com
June 13, 2025 at 7:10 PM
I’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.
open.substack.com/pub/stateoft...
open.substack.com/pub/stateoft...
Wrote a thing about youth unemployment and ai. Made me sad
stateofthefuture.substack.com/p/young-peop...
stateofthefuture.substack.com/p/young-peop...
Young People Can't Get Jobs. Now What?
Don’t wait for a job, create one: Indie Studios, Fast Builds, and Scaling Artisans
stateofthefuture.substack.com
May 15, 2025 at 2:17 PM
Wrote a thing about youth unemployment and ai. Made me sad
stateofthefuture.substack.com/p/young-peop...
stateofthefuture.substack.com/p/young-peop...
i’ve been writing about AI and automation
the bottleneck for ai is mining
the bottleneck for human adaptation is education
the bottleneck for ai is mining
the bottleneck for human adaptation is education
March 21, 2025 at 2:23 PM
i’ve been writing about AI and automation
the bottleneck for ai is mining
the bottleneck for human adaptation is education
the bottleneck for ai is mining
the bottleneck for human adaptation is education
This 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
t.co/bjWFKs0gHp
https://podcasts.apple.com/us/podcast/the-orthogonal-bet/id1796494444?i=1000699874764
t.co
March 19, 2025 at 7:28 PM
This 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
t.co/bjWFKs0gHp
right, why fire and then pay UBI, when everyone can just pretend
March 19, 2025 at 4:49 PM
right, why fire and then pay UBI, when everyone can just pretend
“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”
stateofthefuture.substack.com/p/occupation...
stateofthefuture.substack.com/p/occupation...
Occupational Downgrading
AI & Our Performative Work Future
stateofthefuture.substack.com
March 18, 2025 at 11:12 AM
“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”
stateofthefuture.substack.com/p/occupation...
stateofthefuture.substack.com/p/occupation...
We're heading toward something more subtle and perhaps more insidious: mass underemployment disguised as continued employment. You’re welcome.
"The challenge isn't finding new jobs, but finding new meaning in a world where productive work is increasingly handled by machines."
Awesome essay about the encroaching (I'd say: half-way complete) automation of office work by @lawrencelundy.bsky.social that I highly recommend to anyone ✌️
Awesome essay about the encroaching (I'd say: half-way complete) automation of office work by @lawrencelundy.bsky.social that I highly recommend to anyone ✌️
Occupational Downgrading
AI & Our Performative Work Future
stateofthefuture.substack.com
March 18, 2025 at 11:11 AM
We're heading toward something more subtle and perhaps more insidious: mass underemployment disguised as continued employment. You’re welcome.
Founders now receive nearly identical outreach from scores of VCs—each message echoing the same data points and market insights. When every investor speaks the same language, differentiation becomes elusive.
February 26, 2025 at 12:03 PM
Founders now receive nearly identical outreach from scores of VCs—each message echoing the same data points and market insights. When every investor speaks the same language, differentiation becomes elusive.
As AI research tools become ubiquitous, investment theses begin to converge. The 2022 generative AI boom revealed how rapidly collective thinking can homogenize our vision.
February 26, 2025 at 12:03 PM
As AI research tools become ubiquitous, investment theses begin to converge. The 2022 generative AI boom revealed how rapidly collective thinking can homogenize our vision.
At the intersection of innovation and tradition lies our future—a reminder that, like the ancient weaver’s craft, true mastery blends the precision of technology with the soul of human creativity.
February 26, 2025 at 12:03 PM
At the intersection of innovation and tradition lies our future—a reminder that, like the ancient weaver’s craft, true mastery blends the precision of technology with the soul of human creativity.
Every leap in automated research forces us to reexamine our values. As machines replicate analysis, our unique human insight becomes the most precious differentiator.
February 26, 2025 at 12:03 PM
Every leap in automated research forces us to reexamine our values. As machines replicate analysis, our unique human insight becomes the most precious differentiator.
The art of VC isn’t just about crunching numbers; it’s about embracing intuition, making contrarian calls, and having the courage to back founders who challenge the status quo.
February 26, 2025 at 12:03 PM
The art of VC isn’t just about crunching numbers; it’s about embracing intuition, making contrarian calls, and having the courage to back founders who challenge the status quo.
In the evolving landscape of venture capital, the winners will be those nimble, focused investors—solo GPs and emerging managers whose deep relationships and refined instincts provide the ultimate competitive edge.
February 26, 2025 at 12:03 PM
In the evolving landscape of venture capital, the winners will be those nimble, focused investors—solo GPs and emerging managers whose deep relationships and refined instincts provide the ultimate competitive edge.
Wisdom transcends data. It’s about recognizing patterns across domains, discerning when context matters, and blending cognitive insight with the subtle cues of human emotion.
February 26, 2025 at 12:03 PM
Wisdom transcends data. It’s about recognizing patterns across domains, discerning when context matters, and blending cognitive insight with the subtle cues of human emotion.
When information is everywhere, true wisdom becomes the rarest commodity—a mix of experience, emotional insight, and contextual judgment that algorithms still can’t replicate. (yet, obvs)
February 26, 2025 at 12:03 PM
When information is everywhere, true wisdom becomes the rarest commodity—a mix of experience, emotional insight, and contextual judgment that algorithms still can’t replicate. (yet, obvs)
Recall a16’s contrarian bet on Airbnb and Benchmark’s early call on Uber—moments when intuition trumped data, resulting in returns that defied conventional wisdom.
February 26, 2025 at 12:03 PM
Recall a16’s contrarian bet on Airbnb and Benchmark’s early call on Uber—moments when intuition trumped data, resulting in returns that defied conventional wisdom.
In this era of uniform analysis, the most compelling opportunities may come from the “irrational”—those bold, gut-driven bets that defy algorithmic consensus and capture hidden potential.
February 26, 2025 at 12:03 PM
In this era of uniform analysis, the most compelling opportunities may come from the “irrational”—those bold, gut-driven bets that defy algorithmic consensus and capture hidden potential.
Remember when Sequoia first identified the API economy in 2015? What once took years to disseminate now spreads instantaneously, sparking a near-universal awakening to emerging trends.
February 26, 2025 at 12:03 PM
Remember when Sequoia first identified the API economy in 2015? What once took years to disseminate now spreads instantaneously, sparking a near-universal awakening to emerging trends.
The democratization of research has shattered old information moats. Today, solo GPs can generate sophisticated analysis in hours, leveling the playing field in venture capital.
February 26, 2025 at 12:03 PM
The democratization of research has shattered old information moats. Today, solo GPs can generate sophisticated analysis in hours, leveling the playing field in venture capital.
In a landscape flooded with uniform data, the true edge is that intangible, non-quantifiable gut instinct—a wisdom that emerges only from lived experience.
February 26, 2025 at 12:03 PM
In a landscape flooded with uniform data, the true edge is that intangible, non-quantifiable gut instinct—a wisdom that emerges only from lived experience.
Deep Research has commoditized thesis development and market analysis in VC. When everyone has access to the same insights, traditional advantages of scale and resources vanish.
February 26, 2025 at 12:03 PM
Deep Research has commoditized thesis development and market analysis in VC. When everyone has access to the same insights, traditional advantages of scale and resources vanish.