flâneur

data-driven VC is over - by Lawrence Lundy-Bryan

substack.com · 2,041 words · saved by 1 readers

deep research, the art of vc, and "wisdom"

Welcome. I’m Lawrence. A pleasure. I invest in computing hardware at pre-seed and seed stage. Traditional CMOS semiconductors are increasingly inadequate for AI workloads—both for energy-hungry training in data centers and low-power inference at the edge. To sustain computational growth, we need breakthroughs in architectures, designs, and materials that maximize performance per watt. I focus on emerging paradigms like photonic, analog, neuromorphic, temporal, quantum, and reversible computing, which rethink computation at the physical level. lawrence@lunar.vc. So it’s probably over. I had…

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