Tomasz Tunguz

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5/9/2024
13 : 54

The Fastest Growing Category of Venture Investment in 2024

Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here.​ ​The Fastest Growing Category of Venture Investment in 2024​ The
5/1/2024
19 : 54

The Capex Conquest in the Cloud

Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here.​ ​The Capex Conquest in the Cloud​ Amazon announced their
4/29/2024
16 : 54

Massive Acquisitions in Software Startups

Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here.​ ​Massive Acquisitions in Software Startups​ What drives the
4/26/2024
19 : 54

When 1% Market Share Shifts Represent $5b of Market Cap

Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here.​ ​When 1% Market Share Shifts Represent $5b of Market Cap​ If it
4/25/2024
16 : 4

Partnering with Dropzone: Automating Security Operations with AI

Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here.​ ​Partnering with Dropzone: Automating Security Operations with
4/24/2024
17 : 34

A Shift in LLM Marketing : The Rise of the B2B Model

Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here.​ ​A Shift in LLM Marketing : The Rise of the B2B Model​ Snowflake
4/23/2024
18 : 54

Modern Data Architectures : Jordan Tigani of MotherDuck on Office Hours

Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here.​ ​Modern Data Architectures : Jordan Tigani of MotherDuck on
4/22/2024
16 : 34

Are Software Companies Good Businesses?

Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here.​ ​Are Software Companies Good Businesses? ​ In “Do software
4/18/2024
18 : 24

The Most Profitable Software Company in Q1 2024

Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here.​ ​The Most Profitable Software Company in Q1 2024​ image Ethereum
4/17/2024
18 : 4

The Market Size Mistake

Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here.​ ​The Market Size Mistake​ Over the weekend, Tobi, the founder
4/15/2024
14 : 34

My Favorite Uses of AI

Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here.​ ​My Favorite Uses of AI​ Recently, I was at the library &
4/13/2024
7 : 56

Extreme PMF : Sustaining Success with Scale

Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here.​ ​Extreme PMF : Sustaining Success with Scale​ First Round's
4/9/2024
18 : 34

SUI Generis : Office Hours with Evan Cheng of Mysten Labs

Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here.​ ​SUI Generis : Office Hours with Evan Cheng of Mysten Labs​ On
4/8/2024
17 : 4

The Art of Product Management in the Fog of AI

Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here.​ ​The Art of Product Management in the Fog of AI​ Product
4/4/2024
14 : 54

This Message Will Self-Destruct in 33 Seconds

Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here.​ ​This Message Will Self-Destruct in 33 Seconds​ The average
4/2/2024
13 : 54

Rubrik S-1 - Burning the Boats in Data Security

Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here.​ ​Rubrik S-1 - Burning the Boats in Data Security​ Rubrik, a Palo
4/1/2024
19 : 24

AI in the Hands of Software Buyers

Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here.​ ​AI in the Hands of Software Buyers​ AI will transform software
4/1/2024
19 : 14

AI in the Hands of Software Buyers

Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here.​ ​AI in the Hands of Software Buyers​ AI will transform software
3/27/2024
17 : 34

Selling AI : Category Creation of a Different Flavor

Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here.​ ​Selling AI : Category Creation of a Different Flavor​ Selling
3/26/2024
17 : 34

To Be or Not To Be an Agent

Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here.​ ​To Be or Not To Be an Agent​ Should software assist humans or