Lawrence Lundy-Bryan

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?

Latest from me on what’s going on with ai and jobs open.substack.com/pub/stateoft...

A Primer: Carbon Nanotubes CNT Dispatch: A classic story of amazing tech breakthrough with slow market adoption

Says here “famous primer” 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?

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?

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...

Young People Can't Get Jobs. Now What? Don’t wait for a job, create one: Indie Studios, Fast Builds, and Scaling Artisans

Wrote a thing about youth unemployment and ai. Made me sad

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

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

right, why fire and then pay UBI, when everyone can just pretend

Occupational Downgrading AI & Our Performative Work Future

“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...

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.

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.

data-driven VC is over deep research, the art of vc, and "wisdom"

stateofthefuture.substack.com/p/data-drive...

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.

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.

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)

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.

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.

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.

In our digital age, decades of expertise can be distilled into moments. As core competencies become automated, we must ask: what remains uniquely human?

Not long ago, every deep dive—whether on VTOL, MPC, or xenobots—demanded 20+ hours of meticulous research. Now, AI accelerates that process, challenging us to redefine what genuine insight means.

Today, I find myself at a crossroads—no longer just a researcher, but a research-led investor watching AI compress years of deep inquiry into hours.

Then arrived Jacquard’s punched card machine, automating complex patterns and shifting the role of the artisan from intuitive genius to operator of a mechanical process.

it'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.