Tomasz Tunguz
@ttunguz
Venture capitalist at @theoryvc. Student of Startups. Author of Winning with Data http://amzn.to/1UQAMSr. Author of http://tomtunguz.com
In working with AI, I’m stopping before typing anything into the box to ask myself a question : what do I expect from the AI? 2x2 to the rescue! Which box am I in? On one axis, how much context I provide : not very much to quite a bit. On the other, whether I should watch the…
The internet is about to look a whole lot more like the online advertising world. No, I don’t mean there’ll be more ads. In fact, I think there’ll be far fewer. But the technology stack for content distribution will mirror the architecture that has been implemented in the…
Today on The Information’s TITV: @c_valenzuelab, CEO of @runwayml, discusses his AI video platform’s enterprise sales strategy. @ttunguz, General Partner at Theory Ventures, dives into the most interesting metrics he’s using to assess AI startups. Our Cloud Reporter…
This was so fun, Mario. Thanks for having me on the show to talk about everything going on in the market!
Our latest episode with Tomasz Tunguz is live! The Decade of Data @ttunguz has spent almost two decades turning data into investment insights. After backing Looker, Expensify, and Monte Carlo at Redpoint Ventures, he launched @Theoryvc in 2022 with a bold vision: build an…
OpenAI receives on average 1 query per American per day. Google receives about 4 queries per American per day. Since then 50% of Google search queries have AI Overviews, this means at least 60% of US searches are now AI. It’s taken a bit longer than I expected for this to…
What happens when technology evolves faster than your sales process can adapt? The last fifteen years, startups focused on building software around very well understood processes. We had built an assembly line for software sales, SDR to AE to customer success manager. We…
That little black box in the middle is machine learning code. I remember reading Google’s 2015 Hidden Technical Debt in ML paper & thinking how little of a machine learning application was actual machine learning. The vast majority was infrastructure, data management, &…
If 2025 is the year of agents, then 2026 will surely belong to agent managers. Agent managers are people who can manage teams of AI agents. How many can one person successfully manage? I can barely manage 4 AI agents at once. They ask for clarification, request permission,…
"Oh your office is in the Ferry building, that's so amazing, what's it like" "Non-stop busking. Meetings interrupted by bagpipers outside. Front row seats to the next Santana in the streets."
For the last decade, the biggest line item in any startup’s R&D budget was predictable talent. But AI is pushing its way onto the P&L. How much should a startup spend on AI as a percentage of its research and development spend? 10%? 30%? 60? There are three factors to…
Great advice from @BEBischof on "What Evals Framework should you use" 🌶️ He's a guest speaker in our evals course! maven.com/parlance-labs/…
When you query AI, it gathers relevant information to answer you. But, how much information does the model need? Conversations with practitioners revealed the their intuition : the input was ~20x larger than the output. But my experiments with Gemini tool command line…
If I have a dollar to invest in a stock or a crypto token, how do I decide? I need to compare across the two. Historically, that comparison was impossible. Crypto traded on a potent cocktail of hype, narrative, & the promise of a decentralized future. Perception drove…
Yesterday, Figma filed its beautifully designed S-1. It reveals a product-led growth (PLG) business with a remarkable trajectory. Figma’s collaborative design tool platform disrupted the design market long-dominated by Adobe. Here’s how the two companies stack up on key metrics…
Dear @CoinbaseWallet, Can you please update your wallet to use data from @AlliumLabs? Your price & balance data is consistently delayed and wrong. @phantom does not have this problem b/c they use Allium. Thanks, Primo Data
Gmail’s AI email assistant writes like a committee of lawyers designed it. Pete Koomen’s recent post Horseless Carriages explains why: developers control the AI prompts instead of users. In his post he argues that software developers should expose the prompts and the user should…
Excited to be on the show today!
Morning. Here are our guest call-ins today: – @djseo (Neuralink) – @tejpaul (Axiom Space) – @ttunguz (Theory Ventures) – @KendrickEsq (Republic) – @kirstenagreen (Forerunner Ventures) See you all on the stream.
In “Data Rules Everything Around Me,” Matt Slotnick wrote about the difference between SaaS & AI apps. A typical SaaS app has a workflow layer, a middleware/connectivity layer, & a data layer/database. So does an AI app. AI makes writing frontends trivial, so in the three-layer…
Remember when you took a family photo & Ghibli-styled it? Or that vibe coding session, when you pasted a screenshot of the browser so the AI can help you debug some Javascript? Today, we expects AI to be able to hear, see, & read. This is why multimodal is the future of AI.…
Today we’re announcing our $30 million Series A. This round is led by @Theoryvc with support from @CRV , @ycombinator, @databricks, @runwayml , @ZeroPrimeVC , @swift_vc, and more. Your belief in a future powered by multimodal data brings us one step closer to that reality.