About Me

I’m Lawrence Lundy-Bryan, early-stage venture researcher and investor. 👋🏻. I’ve invested in crypto, AI and semiconductors mainly. You can call it “deep tech”.

I think founders like working with me because I try to deeply understand the areas I invest in. The one thing I can do really well is help technical founders communicate and tell a better story to customer and investors.

I have a “popular” newsletter. People tell me it’s “pretty good”. And those people are British. So high praise indeed.

https://stateofthefuture.substack.com/

Notable Investments

• Rain.ai (2022) AI Chip (personal)
• [Catapult.xyz](http://Catapult.xyzhttps://www.catapult.xyz) (2022) AI Work Assistant (personal)
• Charm Therapeutics (2022) AI Drug Discovery (personal)
• Nevermined (2021) Agent payments (personal)
• Brave (2019) Privacy browser (Outlier Ventures)
• Ocean Protocol (2018) AI Data Marketplace (Outlier Ventures)
• Fetch.ai (2018) Agent framework (Outlier Ventures)

Investment Theses

Semiconductors // Mortal Computing w/ Dan Wilkinson (2025)

AI // Scale, Deploy & Secure (2024)

Crypto // Convergence: Blockchains x AI (2016)