Tomasz Tunguz - Theory
Tomasz TunguzVenture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. Theory
I’m thrilled to announce the debut of Theory Ventures & our first fund of $230m. I’ve spent my career as a student of startups. I’ve worked for two, invested in many, seven of which became unicorns. I study them, benchmark them, analyze them, interview their leaders to understand their mechanics & share what I’ve learned on this blog. The throughline of my work has been in identifying technological discontinuities that enable go-to-market advantages, & it’s patently clear to me that we are in the midst of another revolution now. I aim to continue this work for many years at Theory Ventures. Theory is deliberately named. Thesis investing is at our core. We aim to research ideas, develop informed perspectives, & ply those insights to support founders from their earliest stages. These are the three of the first key thesis areas for Theory : The Decade of Data: We are living in a decade of data. Every company leverages insight from data for competitive advantage. Data movement, transformation, analysis, & observability software will underpin data applications used by every part of modern organizations. Machine Learning as a Force Multiplier: There are four types of machine learning: classification, prediction, interpretation, & generation. Modern software embeds these four types of ML into workflows which anticipate user needs & enable workers to operate at a superior level of abstraction. Decentralized Infrastructure as Database: Blockchain technologies invert data ownership by shifting control to the end user. This new architecture transforms the relationship amongst users, assets, & businesses. If you’re building in these spaces, or have a theory about the future of software, I’d love to hear from you. |
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