Messages
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
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