How to invest in AI sovereignty, with Lawrence Lundy-Bryan (Cloudberry VC)

Lawrence Lundy-Bryan is GP at Cloudberry, Europe’s first dedicated semiconductor fund. He also writes the State of the Future substack, which researches frontier technology analysis.

Here we discuss how to invest in AI sovereignty, the bifurcation of VC into specialists and AUM agglomerators, the compute gradient, how the government's new venture fund (SovAI) can succeed, and enabling European founder ambition

00:00 Introduction01:07 Launching Cloudberry VC01:44 The Future of VC Funds: AUM Agglomerators vs Specialists04:47 Semiconductors: Past, Present, and Future10:21 The Importance of Edge Computing12:58 Europe's Role in the Semiconductor Industry21:38 Investing in New Applications29:23 Government's Role in AI and Semiconductors33:08 Complexity and Capabilities in Industrial Strategy35:57 Domain Elasticity and Building Conviction in New Founders41:41 Lawrence's Decision Making Process47:40 The European Venture Capital Landscape53:43 Raising Collective Ambition

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