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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
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