YZ Yuanzhe Fu, founder of YUVC is joined by Lawrence Lundy Bryan, Research Partner at Lunar Ventures on the YUVC Podcast.

Lawrence proudly carries out the State of the Future where 150+ frontier technologies were studied. From LLM, eVTOL, nuclear fusion, bitcoin, to Assisted Reproductive Technologies. Check it out!

Highlights:

YZ: What would be the single most powerful and important pieces of advice that you would give to the UK government in terms of technology adoption?

Lawrence: Ambition, it's a hard pitch and I don't imagine it to be successful. So in your framing of the question, would it be successful or not, unlikely. But what I would say is many of the challenges of Utilizing or getting the benefit of technology, especially AI, and we can think about synthetic biology, we can think about new forms of energy, is a lack of political will at a very senior level.

YZ: What does a good content-driven VC look like going forward?

Lawrence: I would strongly argue that maybe looking at it as content is the wrong way to do it. If it's part of your process, like it is with mine, then maybe publishing is a good way to share knowledge. But if it's specifically designed to build a brand or to hit a KPI, it's probably not worth the ROI.

YZ: How would you iterate investment thesis?

Lawrence: So first thing to do is to understand very broad landscape. This is often the hardest thing. What is the problem it is solving? Point to point transport. So instead of just doing a market analysis of vertical takeoff and landing, looking at the Kitty Hawk and looking at Lilliam and looking at the players within that market, say, what are the other ways to move from point to point? On the ground or in the air, whatever it might be, logistics or so moving things around or people around and to start at an extremely high level. What is the problem itself?

Chapters:

01:21 Consultant-turned-VC
08:36 Anything to Unlearn from Consulting?
11:45 Is Research a Must in VC?
15:33 Forming an Investment Thesis
24:59 State of the Future
32:00 Most overrated and underrated technologies
39:17 Meaning of Life

Links:

Talk to YUVC： https://open.firstory.me/user/clu0vzxex0qat01vncefi0w1s/comments

YUVC#6 - Lawrence Lundy Bryan@Lunar Ventures: State of the Future, Research in VC, Advice for UK Gov

Why You Venture Capital (YUVC)