Manu, founder of Synthara, discusses the critical role of data movement in AI chip design and introduces Compute RAM as a solution to enhance processing efficiency.
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Lawrence Lundy-Bryan invests in innovative computing hardware, focusing on emerging paradigms to enhance AI performance.
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The blog post features a conversation with Andrea Rocchetto, founder of Ephos, discussing the shift in the semiconductor industry from miniaturizing transistors to utilizing chiplets and glass-based photonic substrates for advance...
The blog post discusses the role of carbon nanotubes (CNTs) in datacentre infrastructure, highlighting their properties such as strength, heat conduction, and electrical conductivity. It outlines the challenges faced by datacentre...
Phanofi aims to revolutionize data transfer in data centers by improving optical signal detection, addressing the limitations of copper and enhancing compatibility with existing technologies.
Gallium nitride (GaN) is emerging as a promising alternative to silicon for photonic integrated circuits, offering significant advantages in efficiency and flexibility.
The post examines the urgent implications of AI advancements on jobs and the economy, urging a shift in focus from hype to adaptation and understanding.
The article discusses the evolution of capital allocation from state-led initiatives post-World War II to the dominance of venture capital from 1980 to 2020, and the recent resurgence of state involvement in capital allocation due...
Lawrence Lundy-Bryan discusses the urgent need for the UK to adapt its AI funding strategies to keep pace with rapid technological advancements. He highlights OpenAI's significant investments in AI infrastructure, contrasting it w...
6.4The Compute Gradient
2025-09-23 • computing energy data center edge computing ai
The post discusses the concept of 'The Compute Gradient,' which challenges the assumption that AI inference primarily occurs in the cloud. It argues for a more nuanced approach to computation placement based on factors like latenc...
The article discusses the UK's potential to become a leader in AI by leveraging its strengths in compound semiconductors and photonics. It highlights the importance of these technologies in the AI stack and outlines strategic adva...
The blog post discusses the impact of AI on employment for young workers, particularly in white-collar roles. It highlights a 13% drop in employment for those aged 22-25 in AI-exposed positions since late 2022, while older workers...
The blog post discusses the evolution and current applications of carbon nanotubes (CNTs), highlighting their transition from lab curiosities to essential components in various industries, including batteries, aerospace, and const...
Cloudberry VC launches as Europe's first dedicated semiconductor fund, aiming to capitalize on the growing importance and innovation potential in the semiconductor industry.
Lawrence Lundy-Bryan discusses the evolving nature of work in the context of AI and automation, arguing that the traditional job structure, which provided social stability and identity, is breaking down. He highlights the impact o...
Lawrence outlines the critical role of semiconductor investment and AI sovereignty in Europe, advocating for specialized VC funds to drive innovation and competitiveness.
The future of AI prioritization is shifting from technical skills to the ability to manage and prioritize multiple tasks effectively amidst rapid technological changes.
The post discusses the cyclical nature of speculation in technology, particularly in AI, and the implications of a recent report by the Economic Innovation Group (EIG) on AI's impact on the job market. It argues that while AI is n...
The post examines the socio-economic upheaval caused by AI, its effects on employment, and the geopolitical implications of recent AI governance controversies.
5.6Four Things Friday
2026-02-20 • productivity security regulation supply chain ai
The post argues that balancing productivity and security in AI is crucial, as risks from supply chain attacks and uneven productivity gains challenge conventional regulatory wisdom.
5.6Four Things Friday
2026-02-13 • technology privacy automation chips ai
A new weekly email format discusses AI's job impact, UK chip innovations, and the necessity for AI governance amidst rapid technological changes.
Pragmatic Semiconductor is pioneering flexible, low-cost chips that could enable computation in everyday objects, transforming the Internet of Things and healthcare applications.
The text discusses the potential of EdTech in reforming education and the emergence of online schools. The interview with Noam Gerstein, CEO of Bina School, highlights the shift towards digital education and the merging of schooli...
The text discusses the crisis of youth unemployment and the changing status of blue-collar jobs. It highlights the importance of essential jobs and the impact of AI on the job market.
The text discusses the crisis of youth unemployment due to the rise of AI and automation, leading to the disappearance of entry-level roles and the impact on young graduates. It highlights the need for urgent action to address the...