Messages
3/28/2025
17 : 24
The Great Liquidity Shift
Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. The Great Liquidity Shift 71% of exit dollars in 2024 came
3/26/2025
15 : 34
The Price of Distinctiveness
Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. The Price of Distinctiveness You have to pay a price for your
3/24/2025
14 : 54
The Digital Hot Dog : Marketing in the Age 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 Digital Hot Dog : Marketing in the Age of AI What is a
3/21/2025
17 : 4
The Third UI : The Rise & Fall of the Keyboard
Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. The Third UI : The Rise & Fall of the Keyboard I remember
3/18/2025
15 : 44
The Implications of the Wiz/Google Deal
Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. The Implications of the Wiz/Google Deal Is tech M&A back?
3/18/2025
5 : 44
Cost of a Job
Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. Cost of a Job Monday's analysis cost about 27 cents to
3/18/2025
4 : 34
The Mirage in the Software Clouds
Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. The Mirage in the Software Clouds Public SaaS companies'
3/18/2025
4 : 4
Halving R&D with AI & the Impact to Valuation
Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. Halving R&D with AI & the Impact to Valuation
3/11/2025
17 : 24
Positioning Startups in the Age of AI
Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. Positioning Startups in the Age of AI How do you position and
3/10/2025
14 : 54
How Much Is A Venture Firm Worth?
Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. How Much Is A Venture Firm Worth? A small spin-out from a
3/6/2025
20 : 4
Why War & Peace Is Killing Your Data Budget
Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. Why War & Peace Is Killing Your Data Budget Imagine if
3/5/2025
17 : 14
A Founder's Guide: Essential Management Advice for Startups
Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. A Founder's Guide: Essential Management Advice for Startups
3/3/2025
15 : 24
Lopsided AI Revenues
Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. Lopsided AI Revenues Which is the best business in AI at the
2/28/2025
17 : 14
Four Marketing Principles That Redefine Markets from Klaviyo's CMO
Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. Four Marketing Principles That Redefine Markets from
2/27/2025
20 : 54
The Complete Guide to SaaS Pricing Strategy
Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. The Complete Guide to SaaS Pricing Strategy Most startups play
2/27/2025
10 : 24
Theory is Looking for a Head of AI
Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. Theory is Looking for a Head of AI Theory's name isn't
2/27/2025
9 : 24
The AI Elbow's Impact : What Reasoning Means for Business
Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. The AI Elbow's Impact : What Reasoning Means for Business
2/27/2025
8 : 4
Auctions in AI : Cost of Capital as a Strategic Advantage
Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. Auctions in AI : Cost of Capital as a Strategic Advantage A
2/27/2025
7 : 24
AI Fluency : The Next Interviewing Skill
Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. AI Fluency : The Next Interviewing Skill Algorithms needed for
2/27/2025
6 : 55
What Happened to My Traffic?
Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. What Happened to My Traffic? Chegg filed suit against Google