A dude called John took him to task in the comments below the article
, and he says he will investigate further.
I must admit though, I enjoyed his explanations and also found the points made greatly favouring and mirroring what has been revealed about our approach thus far.
As an example, He says......
"Neuromorphic designs are similar. They will not replace non-Neumann designs but will "win market share" in tasks where parallelism, real-time processing, and pattern recognition are required. Neuromorphic designs are particulary suited to edge computing and AI, two huge growth areas."
(***should read Von-Neumann designs)
And further as his point 4 on open questions in the industry?.......
"How will the software ecosystem play out? A start-up sort of needs to develop their own software to run on the hardware to demonstrate capabilities. This is especially true for AI, there is no point offering a new piece of hardware and hoping developers will put in the time to figure out how to write software for it. Especially when they can just go to Nvidia, deploy and start making fun and profit. My bet is that any neuromorphic startup needs to launch with an algorithm that is competitive with transformers."
We have been attending to these issues for a number of years now with our converters and dedicated software specialists and our high spec Gen 2 version soon to be available is transformer capable, so we seem to be hitting many targets.
However he does also seem to be indicating that we may have to endure through till 2030 before we are really hitting our straps and beginning to be mainstream.
Not only did Lawrence (the author) reply to John (a reader correcting him on what he had written about Brainchip) directly in the comment section below, he also refers to this very comment in his latest blog post (and even links to the Brainchip website), in which he also mentions that he will post on neuromorphic computing again next week (let’s see whether he will get that analog vs. digital right), and is thrilled that a tech expert, whom he seems to revere, provided a link to the deep tech tracker curated by him in his latest newsletter.
By 2030 LLMs will have increased labour productivity by 20% in OECD countries versus 2022 benchmark levels.
stateofthefuture.substack.com
E06: The Model T Moment: LLMs and the Assembly Line
Finishing the job the Internet started and solving the productivity paradox
LAWRENCE LUNDY-BRYAN
30.06.2023
1
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Started a little blog just to get some traffic. How do we all feel about a hip hop differentiated deep tech newsletter? Ben of a16 did the hard thing about hard things. I had more feedback on Eminem and Nate Dogg than on neuromorphic computing. Sad.
LAWRENCE LUNDY-BRYAN
·
23. JUNI
Read full story
But the law of
audience capture begs me to do more.
There are three rap quotes in this newsletter. Bring me the quotes and some fair criticism in the comments and you get a prize I guess? You want money? You want street cred? I tell you what, I’ll go out and buy the CD and ship it to you. Old school. Who said newsletters were boring? Tell you friends.
Why bother reading on?
- How LLMs finish the job the Internet started in the digital supply chain
- Why LLMs are the only technology that scored 5+ in our assessments
- Why LLMs will rescue crypto (Yes, it does need rescuing!)
Onward Into Battle, Lawrence
Mailbag
On neuromorphic, Thanks to
Azeem Azhar
for the shout out. “Lawrence Lundy and Lunar Ventures built a
research tool to understand the deep tech landscape, and they’re making it freely available. “
Exponential View by Azeem Azhar
ByteDance’s big leap; grande langue; sodium batteries; predictably random ++ #428
Hi, I’m Azeem Azhar. As a global expert on exponential technologies, I advise governments, some of the world’s largest firms, and investors on how to make sense of our exponential future. Every Sunday, I share my view on developments that I think you should know about in this newsletter…
Read more
5 days ago · 37 likes · Azeem Azhar
I made it ma.
Some feedback from
John Dent:
“I am sorry, but your statement about what is available, is factually incorrect. BrainChip does have a commercially available product, and it has been available for months. Their "Akida" chip technology is evolving and the second generation chip is soon to be released. You might want to review your investment strategy. Their tech is certainly not OLD school.”
Fair play.
More here. The press release says:
“Introduces Vision Transformers and Spatial-Temporal Convolution for radically fast, hyper-efficient and secure Edge AIoT products, untethered from the cloud”
This hints at some early thinking about value proposition: edge, low-latency, secure, and local. They also say
“Akida’s neuromorphic processing platform is event-based, fully digital, portable, and proven in silicon.” This pitch validates the assessment that digital will be more popular over analog short-term.
I spent some more time this week on neuromorphic and analog computing. I’ll explain/try to explain the difference next week. What they both have in common is a massive change on the demand-side….
(…)
——————————————————————————————————-
It is worth noting that Lawrence Lundy-Bryan is a research partner with deep tech venture fund Lunar Ventures, based in Berlin, Germany (“We are technical investors commited to the European DeepTech ecosystem”) as well as an angel investor in Rain AI as member of a family fund (something he also mentions in the original blog post):
Lawrence Lundy-Bryan FRSA
Partner, Research @Lunar Ventures. Angel Investor. stateofthefuture.substack.com
Lunar Ventures
Uckfield, England, United Kingdom
4K followers 500+ connections
About
I lead research at Lunar Ventures (https://lunar.vc), a deep tech venture fund. I’ve advised the WEF, OECD, and the UK Government on emerging technology. I’ve consulted with ARM, Shell, Amadeus and Verizon. I spend my days exploring technologies and trends and seeing if I can make sensible predictions. I've made two big predictions:
1/ In 2015, I thought blockchains were computing platforms, not just a ledger for cryptocurrencies. This insight led to my Convergence thesis. The prediction could still go either way, but I’m worried I was short-term right (speculation) but long-term wrong (value generation).
2/ In 2021, I wrote that privacy-enhancing technologies (PETs) enabled collaborative computing. If I'm right, privacy-enhancing tools are one of the most misunderstood and undervalued technologies today. I predict they'll be fundamental pieces of the web. It's too early to tell if I'm right.
I'm finishing up a 2-year horizon-scanning project called the State of the Future, launching at the end of February. We’ve explored 100+ technologies and assessed, compared and combined them—everything from xenobots to VTOLs, solar sails to fusion, and neuromorphic computing to whole-brain emulation.
(…)
Partner, Research
Sep 2020 - Present 2 years 11 months
I'm a research partner with Lunar Ventures, a European early-stage deep tech venture fund. I try to figure out what the future might look like and invest in startups building it. I am interested in anything deep tech related that might be important in the future, and I'm actively exploring:
- Privacy-enhancing technology like homomorphic encryption and multi-party computation
- Cryptographically secure data infrastructure with things like data unions and data markets
-
Edge hardware with things like analog computing, photonics, and neuromorphic computing
We've invested in 18 companies:
1. Mutable: Moving cloud computing to the edge for ubiquitous computing
2. Mobius: AI for superhuman vision in every application
3. Kyso: Scaling data-driven decision making with data science collaboration
4. Molecule: Decentralized financial ecosystem for funding new therapies
5. Neurolabs: Shortcut the way to more accurate ML using synthetic vision
6. Zama: Making private computation for ML a reality with end-to-end encryption
7. deepset: Open source platform for a new generation of language-aware applications
8. NannyML: Monitoring mission critical systems for ML degradation
9. Wasp: Language for developing full-stack web apps with zero boilerplate code
10. Codavel: Latency-resistant content delivery for mobile connections
11. Mystic.ai: Bringing ML to deployment with a high performance serverless cloud
12. Stack: Reimagining the web browser for the post browsing era
13. Vaxine: Global database with speed and integrity
14. Stealth: Blood-based screening test and platform for personalised drug development
15. Stealth: Rethinking how people interact with tools, computers and ideas
16. Samudai: Productivity tools for DAOs
17. Stealth: AI-supercharged automation
18. Stealth: Framework for building multiplayer gamesShow less
Angel Investor
Lundy-Bryan & Sons Family Office
Jan 2020 - Present3 years 7 months
1. Charm Therapeutics: Drug discovery through protein folding
2. Bonnet: Making EV charging accessible to all
3.
Rain Neuromorphics: Brain-inspired hardware for artificial intelligence
4. Uhubs: Intelligent and personalised training for sales teams
5. Pool: Infrastructure for data unions to create world-class experiences
6. Elemendar: Automating cyber threat intelligence
7. Nevermined: Enterprise-grade data sharing
8. Telesqobe: Grammarly for video
9. Roleshare: Smart matching site for shared roles
10. Bluejay: Local stablecoins for local economies
11. Catapult: Delightful onboarding experiences for DAOs
12. Upside Money: Frictionless cashback