State of the Future

Your weekly briefing on carbon nanotube developments that matter. We cut through the noise to bring you the most significant research breakthroughs, industry applications, and commercial developments shaping the CNT landscape.

We should capture the benefits of AI, while mitigating the risks.

not a large language model

Civilization. AI. Book reviews. Startups. Liberty. Effective altruism. Progress studies. Radical futures.

Chipstrat is an interdisciplinary lens on semiconductors, AI, and business strategy.

My personal Substack

Deep tech | venture capital | (geo)politics

Where venture capital and data intersect. Every week. Join 34,000+ thought leaders from VCs like a16z, Accel, Index, Sequoia, and more.

Breaking down complex technologies into simple sentences and attempting to answer "why" these technologies will "now" be used in production.

Research on all things Web3. For builders. By builders.

Connecting and Championing European Venture

A world made of gears. Doing both speed premium short term updates and long term world model building. Currently focused on weekly AI updates. Explorations include AI, policy, rationality, medicine and fertility, education and games.

Bridging the two cultures of science and the humanities

Bridging the gap between the world's most important industry, semiconductors, and business.

I write essays about relationships, thought, and agency. I hang with our kids. We live on a pine covered island in the Baltic Sea. That's about it.

Essays about buildings, infrastructure, and industrial technology.

A newsletter about investing, tech, economics and more.

Deeply researched interviews

What academia knows* about innovation

A weekly advice column about building product, driving growth, and accelerating your career.

An ongoing exploration of the ideas, companies, and people shaping the new industrial deployment age.

Welcome to "Likely Wrong, but..." As a VC, I make bold bets on "magic if true" companies every day, knowing that even our biggest wins rarely unfold as imagined. This substack embraces that spirit of sharing bold thesis that are likley wrong, but..

Deep coverage of technology, China, and US policy. We feature original analysis alongside interviews with leading thinkers and policymakers.

“The best for understanding how tech can solve our biggest problems, shape our society and bridge cultural divides.“ - Daniel Ek

Mapping the frontier.