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6/11/2024
17 : 44
Apple's AI Challenger Sale
Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. Apple's AI Challenger Sale What stood out to me in
6/10/2024
16 : 34
Streaming with World's Data with Erica Schultz
Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. Streaming with World's Data with Erica Schultz On Thursday
6/5/2024
19 : 14
One Line of Code Can Wipe a Billion Rows : Investing in Tobiko
Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. One Line of Code Can Wipe a Billion Rows : Investing in Tobiko
6/3/2024
16 : 34
Is the Software Market in Trouble?
Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. Is the Software Market in Trouble? Last week, public software
6/3/2024
9 : 24
The AI Trust Fall
Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. The AI Trust Fall If I asked you, “When someone turns in a
5/23/2024
17 : 24
NVIDIA
Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. NVIDIA NVIDIA's growth is an index on the growth of AI. “
5/20/2024
18 : 4
Chatting With Her - The ChatGPT App on Mac
Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. Chatting With Her - The ChatGPT App on Mac For the past few
5/17/2024
17 : 24
AI Spending Patterns : It's Not What You Think
Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. AI Spending Patterns : It's Not What You Think Ramp
5/17/2024
12 : 44
BI's Third Form : Office Hours with Benn Stancil
Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. BI's Third Form : Office Hours with Benn Stancil On
5/14/2024
16 : 34
Are AI Companies Valued Differently Than Non-AI Companies?
Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. Are AI Companies Valued Differently Than Non-AI Companies? The
5/10/2024
14 : 14
A Series of Unfortunate Decisions
Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. A Series of Unfortunate Decisions When a person asks a
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