State of the Future

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💡E21: Can we make enough AI chips?
Never in the history of tech has so much money and supply been waiting for demand
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Lawrence Lundy-Bryan

October 2023

☎️ E20: The State of Privacy Enhancing Technology and The Era of “Shift-Up” (Feat. Karim Eldefrawy of Confidencial.io)
Why privacy-enhancing technologies like MPC, ZKP, and FHE struggle for adoption; why selective encryption is important, and and why the Era of…
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Lawrence Lundy-Bryan
🔮E19: Trusted Execution Environments (TEEs) and Confidential Computing (feat. Ilja Aizenberg)
The most important bit of hardware, you've never heard of.
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Lawrence Lundy-Bryan
4
☎️ E18: The State of Silent Speech and an Emerging UX Paradigm
In Conversation with Sato Ozawa, Venture Builder in Human Augmentation at Oval Ventures on ultrasonic devices, silent speech and cultural nuances in UX
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Lawrence Lundy-Bryan

September 2023

☎️ E17: In Conversation with Shiv Malik, CEO of Pool.io on the State of Data Unions 🤝₿
The data broker market is worth $250bn. The entire machine-learning market was worth $40 billion-ish. 5x more interesting.
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Lawrence Lundy-Bryan
☎️ E16: In Conversation with John Waite, Co-Founder and CEO of Phycobloom and a Breakthrough Energy Fellow on the State of Biofuels and…
Engineering Biology to Decarbonize Energy
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Lawrence Lundy-Bryan
☎️ E15: In Conversation with Wisear on The State of Hearables, Brain Computer Interfaces and Augmented Reality 👂🎧🧠
The convergence of augmented reality and brain-computer interfaces
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Lawrence Lundy-Bryan
🔮E14: The Real AI Bottleneck: High Bandwidth Memory (HBM)
Without HBM there are no LLMs
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Lawrence Lundy-Bryan
3

August 2023

🔮 E13: Chiplets - How Chip Lego is Driving AI Progress
Yo, chipsets be monolithic, inflexible and gigantic. Chiplets break it down, make it small, modular and automatic
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Lawrence Lundy-Bryan
🔮E12: Nanomechanical Computing- Gears of Space War? Old Ideas at New Scales
Novel combination of low power consumption and radiation hardness; low TRL and challenging manufacturing mean 2030+ timeline
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Lawrence Lundy-Bryan
☎️ E11: In Conversation with Lux Capital on the State of the Future
Horizon Scanning; Science vs Engineering Risk; & Odd Jobs in Venture - In Conversation with Lux Capital's Sam Arbesman⁠ & Danny Crichton
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Lawrence Lundy-Bryan

July 2023

🔮E10: Pushing Moore's Law to the Limit with High-NA EUV (aka Nanoscale Chip Printing)
Underrated: High-NA EUV will manufacture chips worth $200 billion annually
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Lawrence Lundy-Bryan
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