Messages
10/20/2024
6 : 34
Why Lifetime Value is Relevant Again in Software
Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. Why Lifetime Value is Relevant Again in Software Budget cuts
10/20/2024
5 : 44
The Premise of a New S-Curve in AI
Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. The Premise of a New S-Curve in AI Since July, have you
10/8/2024
16 : 4
How M&A Fosters Innovation
Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. How M&A Fosters Innovation Recently, Thomas Laffont of
10/3/2024
17 : 34
Fulfilling Crypto's Original Promise
Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. Fulfilling Crypto's Original Promise Visa announced their
10/1/2024
15 : 34
Where is the Budget for AI Coming From?
Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. Where is the Budget for AI Coming From? Morgan Stanley
9/30/2024
16 : 14
Would You Listen to AI Generated Podcasts?
Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. Would You Listen to AI Generated Podcasts? Recently, Google
9/25/2024
17 : 4
Interwoven with Initia
Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. Interwoven with Initia Like in web2, building an app on a
9/23/2024
17 : 14
AI Advantage for Startups : Changing the Workflow through Services
Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. AI Advantage for Startups : Changing the Workflow through
9/20/2024
15 : 24
Will We See a Better Exit Market Next Year?
Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. Will We See a Better Exit Market Next Year? The Fed cut rates
9/19/2024
16 : 34
Writing Software for Robots
Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. Writing Software for Robots In a few years, most feature flags
9/16/2024
16 : 24
2024 Theory Ventures Go-to-Market Survey: Optimism Rises Amid Changing Market Dynamics
Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. 2024 Theory Ventures Go-to-Market Survey: Optimism Rises Amid
9/12/2024
15 : 34
The New Software GTM Playbook
Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. The New Software GTM Playbook The first version of the SaaS
9/9/2024
16 : 54
The Rarity Shibboleth
Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. The Rarity Shibboleth Large language models are wonderful at
9/5/2024
17 : 54
The Challenge of the AI Demo
Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. The Challenge of the AI Demo The AI Demo isn't easy. Many
9/3/2024
16 : 14
Which Design Era Are We In?
Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. Which Design Era Are We In? When the internet became popular
8/30/2024
19 : 54
The Dislocation Between Public & Private Web3 Markets
Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. The Dislocation Between Public & Private Web3 Markets With
8/26/2024
16 : 24
Higher Levels of Abstraction
Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. Higher Levels of Abstraction Over the weekend, Andrej Karpathy
8/23/2024
17 : 34
What Has Your GPU Done For You Today?
Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. What Has Your GPU Done For You Today? A year ago, enterprises
8/20/2024
2 : 54
Things that Used to be Impossible, but are Now Really Hard
Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. Things that Used to be Impossible, but are Now Really Hard
8/20/2024
2 : 25
AI Public & Private Premia for AI Companies
Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. AI Public & Private Premia for AI Companies We've been