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Tomasz Tunguz

Tomasz Tunguz, MD @ Theory Ventures. This page collects 808 posts published between October 2020 and November 2026. Recent coverage focuses on AI (Horizontal), AI Infrastructure and Enterprise Software. Tomasz Tunguz publishes roughly 17 posts a month; the best of them appear in the SandHill weekly digest.

808 posts indexed17 in the last 30 daysAI (Horizontal) · AI Infrastructure · Enterprise Software · SemiconductorsVisit site ↗

Friday, 13 November 2026

1 piece
No Shirt, No Shoes, No Service for Bots↗
Retail & E-commerce · AI (Horizontal)

Thursday, 12 November 2026

1 piece
When the Central Bank of AI Changes Chairs↗
AI Infrastructure · Semiconductors · Venture Capital & Startups

Wednesday, 11 November 2026

1 piece
Who Captures the Most Margin in AI?↗
AI (Horizontal) · AI Infrastructure

Tuesday, 10 November 2026

1 piece
We Are All Junior Talent Now↗
AI (Horizontal) · HR & Talent

Monday, 9 November 2026

1 piece
When Does the US Become a Net Importer of Tokens?↗
AI Infrastructure · Energy & Climate

Friday, 6 November 2026

1 piece
A $90 Key into Your Company's Secrets↗
Cybersecurity · AI Infrastructure

Wednesday, 4 November 2026

1 piece
Watts in Store for 2027 : The AI Ceiling↗
AI Infrastructure · AI (Horizontal)

Tuesday, 3 November 2026

1 piece
The Financial Engineering Essential for AI in 2027↗
AI Infrastructure · AI (Horizontal)

Monday, 2 November 2026

1 piece
The Four Questions of AI↗
AI (Horizontal) · AI Infrastructure

Thursday, 29 October 2026

1 piece
Crossing the Trillion Dollar Chasm↗
AI Infrastructure · Enterprise Software · Telecom & Connectivity

Wednesday, 28 October 2026

1 piece
Beyond Automation at OpenAI↗
AI (Horizontal) · HR & Talent

Monday, 26 October 2026

2 pieces
Anthropic S-1 Analysis: How 7 Key Metrics Stack Up↗
AI Infrastructure · AI (Horizontal)
The Third Product-Market Fit in AI↗
Cybersecurity · AI (Horizontal)

Friday, 23 October 2026

1 piece
How Large is the AI Circle?↗
AI (Horizontal) · AI Infrastructure

Thursday, 22 October 2026

1 piece
Closing Eight Figure Deals in Two Weeks↗
AI Infrastructure · AI (Horizontal)

Wednesday, 21 October 2026

1 piece
The GPU Revenue Ladder↗
AI Infrastructure · Semiconductors

Sunday, 18 October 2026

1 piece
What if They're All Clouds?↗
AI Infrastructure · Enterprise Software

Tuesday, 13 October 2026

2 pieces
Price War in the Chip Aisle↗
AI Infrastructure · Semiconductors
The Theory 2026 AI Survey Results↗
AI (Horizontal) · Enterprise Software

Monday, 12 October 2026

1 piece
Sales in the Age of AI↗
AI (Horizontal) · Enterprise Software

Wednesday, 7 October 2026

1 piece
A Change in AI Strategy↗
AI (Horizontal) · AI Infrastructure

Tuesday, 6 October 2026

1 piece
How to Automate Inbound↗
Enterprise Software · Marketing & Sales Tech

Monday, 5 October 2026

1 piece
Inference Is the Most Important Market in Software↗
AI Infrastructure · Enterprise Software

Friday, 2 October 2026

1 piece
Do We Grow Software or Do We Design It?↗
Developer Tools · AI (Horizontal)

Wednesday, 30 September 2026

1 piece
The Fastest Growing Market in Tech isn't AI↗
Crypto & Web3 · Banking & Capital Markets · Data & Analytics

Tuesday, 29 September 2026

1 piece
Segmentation Drives Market Share Wins in AI↗
AI (Horizontal)

Monday, 28 September 2026

1 piece
How GPU Prices Can Double While AI Gets Cheaper↗
AI Infrastructure · AI (Horizontal)

Thursday, 24 September 2026

1 piece
Thinking in Systems, Shipping in Loops↗
AI (Horizontal) · Developer Tools

Wednesday, 23 September 2026

1 piece
The Most Important Market in AI is the Middle↗
AI (Horizontal) · AI Infrastructure · Venture Capital & Startups

Monday, 21 September 2026

1 piece
AI Comes for the If Statement↗
AI (Horizontal) · AI Infrastructure · Enterprise Software

Thursday, 17 September 2026

1 piece
The Harness Margin Opportunity↗
AI (Horizontal) · Enterprise Software · Fintech

Tuesday, 15 September 2026

1 piece
When Inbound Sells Itself↗
Enterprise Software · AI (Horizontal)

Monday, 14 September 2026

1 piece
What Does Pacing Mean?↗
AI (Horizontal)

Tuesday, 8 September 2026

1 piece
Is the 3x AI Productivity Gain just a Computer that Never Sleeps?↗
AI (Horizontal) · Enterprise Software

Monday, 7 September 2026

1 piece
The Three Waves of AI Consumption↗
AI (Horizontal) · AI Infrastructure

Friday, 4 September 2026

1 piece
Concrete, Silicon, & Leverage↗
AI (Horizontal) · AI Infrastructure

Thursday, 3 September 2026

1 piece
The Ads Model for Prompts Vertically Integrates AI↗
AI (Horizontal) · AI Infrastructure

Wednesday, 2 September 2026

1 piece
AI Productivity Doesn't Mean What I Thought It Means↗
AI (Horizontal)

Tuesday, 1 September 2026

1 piece
AI Productivity Doesn't Mean What I Think It Means↗
AI (Horizontal)

Monday, 31 August 2026

1 piece
The Price of Entry to the Frontier↗
AI (Horizontal)
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