Tomasz Tunguz

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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
8/12/2024
16 : 34

The PostModern Data Stack

Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here.​ ​The PostModern Data Stack​ If the Modern Data Stack is dead,
8/9/2024
18 : 54

Snowflake's 4 Areas of Investment in AI

Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here.​ ​Snowflake's 4 Areas of Investment in AI​ In a recent Office
8/5/2024
15 : 24

The 3 Attributes of an Attractive Market for AI

Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here.​ ​The 3 Attributes of an Attractive Market for AI​ Call it
7/29/2024
16 : 24

Rewriting the RFP for AI

Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here.​ ​Rewriting the RFP for AI​ My first job as a teenager was a
7/25/2024
17 : 34

The Battle for AI Gravity

Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here.​ ​The Battle for AI Gravity​ During the era of big data, data
7/22/2024
14 : 54

Agentic Systems' Sales Cycles

Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here.​ ​Agentic Systems' Sales Cycles​ As software startups begin
7/18/2024
16 : 54

The Future of Blockchain Data : Our Investment in Allium

Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here.​ ​The Future of Blockchain Data : Our Investment in Allium​ Large
7/15/2024
15 : 34

Punctuated Equilibrium in AI : Is it Better to Be A First Mover or A Last Mover?

Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here.​ ​Punctuated Equilibrium in AI : Is it Better to Be A First Mover
7/12/2024
18 : 54

AI Agent Pricing

Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here.​ ​AI Agent Pricing​ In a world where AI agents are 2.5-3x as
7/11/2024
17 : 24

AI Pricing Strategies for SaaS Companies Offering Copilots

Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here.​ ​AI Pricing Strategies for SaaS Companies Offering Copilots​
7/8/2024
16 : 24

Select avg(Moby Dick) limit 2 sentences

Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here.​ ​Select avg(Moby Dick) limit 2 sentences​ The SQL statement
7/2/2024
16 : 4

The First of Your Newsletters

Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here.​ ​The First of Your Newsletters​ “This is the first of your
6/28/2024
15 : 54

The Four Barriers to AI Adoption

Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here.​ ​The Four Barriers to AI Adoption​ AI adoption is slower than
6/25/2024
19 : 24

2024 Theory GTM Survey

Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here.​ ​2024 Theory GTM Survey​ It's time for the 2024 Annual
6/24/2024
16 : 14

How Much Revenue Must a Company Generate to IPO?

Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here.​ ​How Much Revenue Must a Company Generate to IPO?​ What does it
6/21/2024
17 : 24

The Series A Crunch or the Seedpocalypse of 2024

Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here.​ ​The Series A Crunch or the Seedpocalypse of 2024​ 2012 was the
6/17/2024
17 : 34

What about Human Training?

Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here.​ ​What about Human Training?​ I was chatting with a friend of
6/13/2024
17 : 54

Databricks' Accererating Growth

Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here.​ ​Databricks' Accererating Growth​ Databricks revealed some
6/13/2024
17 : 34

Databricks'

Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here.​ ​Databricks'​ Databricks revealed some sensational growth