Tomasz Tunguz

Tomasz Tunguz, MD @ Theory Ventures

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The latest theses, insights, and blog posts from Tomasz Tunguz

The Secret Chat Room

August 07, 2026

The AI Colander

July 13, 2026

Three Years In

July 10, 2026

AI Worldviews

July 06, 2026

Search

July 03, 2026

The Minimill of AI

June 05, 2026

Local in Reality

June 04, 2026

Skill Distillation

May 29, 2026

Software After AI

May 27, 2026

Localmaxxing

May 11, 2026

AI at Discount

May 07, 2026

Higher Resolution AI

April 19, 2026

The AI Problem Matrix

April 09, 2026

Tokenmaxxing

April 01, 2026

AI's Bundling Moment

March 24, 2026

The 12x Bet on AI

March 17, 2026

The Marginal Hire

March 11, 2026

Is AI Doing Less & Less?

February 26, 2026

AdSense for AI

February 24, 2026

Will I Be Paid in Tokens?

February 17, 2026

The AI Acqui-Hire Wave

February 14, 2026

The 2026 Rotation

February 13, 2026

Can You Fly That Thing?

February 09, 2026

How Markets Price AI Risk

February 06, 2026

Google's 52x AI Growth

February 05, 2026

$281b From One Customer

January 29, 2026

AI Managing AI

January 22, 2026

Dead Companies Walking

January 14, 2026

Open APIs Are Over

January 10, 2026

Trajectory

January 09, 2026

The Done List

January 05, 2026

Gross Profit per Token

December 30, 2025

My Favorite Books of 2025

December 29, 2025

11 Predictions for 2026

December 22, 2025

Thursday is Podcast Day

December 18, 2025

A Flash of Deflation

December 17, 2025

Running Out of AI

November 12, 2025

$555B of Cloud Spend

October 30, 2025

Good Morning & Good Luck

October 16, 2025

I Blame the AI

September 22, 2025

The Post-AI Org Chart

September 19, 2025

A Living Market Map

September 02, 2025

Netflix's New AI Role

August 26, 2025

Achieving Flow with AI

August 21, 2025

The Groupon Era of AI

August 15, 2025

What is Chrome Worth?

August 12, 2025

What Level of AI?

May 27, 2025

No Asterisk Needed

May 05, 2025

Social AI

April 17, 2025

My Bottleneck with AI

April 14, 2025

Tokenization

April 14, 2025

Cost of a Job

March 12, 2025

Lopsided AI Revenues

March 02, 2025

AI Impact Curves

February 09, 2025

$13b Run Rate & Doubling

January 30, 2025

Darwin's Finches in AI

January 29, 2025

2025 Predictions

December 20, 2024

My Favorite Books of 2024

December 17, 2024

Top 10 Posts of 2025

December 06, 2024

Top 10 Posts of 2024

December 06, 2024

Theory Two

November 21, 2024

My Little Library

November 20, 2024

75 Cents per Month

November 18, 2024

Small but Mighty AI

November 15, 2024

Interwoven with Initia

September 25, 2024

Writing Software for Robots

September 19, 2024

The Rarity Shibboleth

September 09, 2024

Which Design Era Are We In?

September 03, 2024

Databricks'

June 13, 2024

The AI Trust Fall

May 27, 2024

NVIDIA

May 23, 2024

Micromanaging AI

April 05, 2024

AI Design Patterns

February 05, 2024

Standard Issue AI

February 02, 2024

The 10x Salesperson

January 12, 2024

2024 Predictions

January 01, 2024

Top 10 Posts of 2023

December 04, 2023

Who Took a Bet on You?

November 22, 2023

Gas Gas Revolution

October 27, 2023

Artisanal Emails

September 26, 2023

Whispers of the Future

September 08, 2023

Picking Teams in AI

June 26, 2023

Theory

April 04, 2023

Take a Breath

March 12, 2023

Magical Metrics with Omni

February 28, 2023

Five Predictions for 2023

December 18, 2022

Top 10 Posts of 2022

December 04, 2022

A New Chapter

November 18, 2022

Spot the Difference

July 20, 2022

PE in VC in 22

July 19, 2022

The End of Web3

July 08, 2022

Office Hours Videos

July 04, 2022

Guess the Startup

March 11, 2022

The Future of Money

March 03, 2022

1/9/90 in Crypto

February 28, 2022

The Sales Sandwich

February 18, 2022

My Favorite Books of 2021

December 30, 2021

Five Predictions for 2022

December 29, 2021

The Fifth SaaS Correction

December 13, 2021

Words Like Loaded Pistols

November 17, 2021

The 100x ARR Multiple

November 04, 2021

5 Predictions for 2021

December 17, 2020

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