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Tomasz Tunguz

Tomasz Tunguz is the blog and newsletter of Tomasz Tunguz, tracked by SandHill.io for its investment theses, industry analysis and operating insight. This page collects 782 posts published between October 2020 and September 2026. Recent coverage focuses on AI (Horizontal), AI Infrastructure and Enterprise Software. Tomasz Tunguz publishes roughly 14 posts a month; the best of them appear in the SandHill weekly digest.

782 posts indexed14 in the last 30 daysAI (Horizontal) · AI Infrastructure · Enterprise Software · Developer ToolsVisit site ↗

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)

Thursday, 27 August 2026

1 piece
Revenue per Megawatt & The AI Model Factory
AI (Horizontal) · AI Infrastructure · Energy & Climate

Wednesday, 26 August 2026

1 piece
NVIDIA's $108b Quarter
Semiconductors · AI (Horizontal)

Monday, 24 August 2026

1 piece
How Long Should an AI Agent Live?
AI (Horizontal) · Developer Tools

Sunday, 23 August 2026

1 piece
The AI Bullwhip
AI (Horizontal) · Energy & Climate · Defense & Aerospace

Friday, 21 August 2026

1 piece
Mainframes became personal. So will your data center.
AI (Horizontal) · AI Infrastructure · Energy & Climate

Wednesday, 19 August 2026

1 piece
Previously Unmanufacturable
AI (Horizontal) · Enterprise Software · Developer Tools

Tuesday, 18 August 2026

1 piece
Birds Don't Fly Like Planes. Neither Does AI.
AI (Horizontal) · AI Infrastructure · Developer Tools

Monday, 17 August 2026

1 piece
When Models Learn
AI (Horizontal) · AI Infrastructure

Friday, 14 August 2026

1 piece
Honestly, Who Buys SOTA?
AI (Horizontal)

Thursday, 13 August 2026

1 piece
The OpenAI Hack & the Question of Intent
AI (Horizontal) · AI Infrastructure

Tuesday, 11 August 2026

1 piece
A Winner in Every Category
Enterprise Software · AI (Horizontal)

Sunday, 9 August 2026

1 piece
AI Harness' ARR Multiples
AI (Horizontal) · Venture Capital & Startups

Friday, 7 August 2026

1 piece
The Secret Chat Room
AI (Horizontal) · Cybersecurity

Wednesday, 5 August 2026

1 piece
Spending Like a Hyperscaler
AI (Horizontal) · AI Infrastructure · Venture Capital & Startups

Tuesday, 4 August 2026

1 piece
Racing to Sustain Jevons' Paradox
AI (Horizontal) · AI Infrastructure · Semiconductors

Monday, 3 August 2026

1 piece
AI is a Terrible Ghostwriter
AI (Horizontal)

Thursday, 30 July 2026

1 piece
AWS's Road to a Trillion

Wednesday, 29 July 2026

1 piece
Microsoft Resells the Frontier

Tuesday, 28 July 2026

1 piece
Aftermarket Harnesses

Thursday, 23 July 2026

1 piece
Yeltsin in the AI Aisle

Wednesday, 22 July 2026

1 piece
Google's Cloud Revenue Converges to NVIDIA's Growth Rate

Tuesday, 21 July 2026

1 piece
AI Engineering Productivity is Anything But Normal

Monday, 20 July 2026

1 piece
Open Models Tack Toward the Frontier

Thursday, 16 July 2026

1 piece
The Blank Slate AI Strategy

Tuesday, 14 July 2026

1 piece
The Harness Is the New Battleground

Monday, 13 July 2026

1 piece
The AI Colander
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