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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, 6 December 2024

2 pieces
Top 10 Posts of 2025
Top 10 Posts of 2024

Wednesday, 4 December 2024

1 piece
Why I Let AI Grade My Writing (Just Like My AP English Teacher)

Monday, 2 December 2024

1 piece
The Year Algorithms Learn to Act

Thursday, 21 November 2024

1 piece
Theory Two

Wednesday, 20 November 2024

1 piece
My Little Library

Monday, 18 November 2024

1 piece
75 Cents per Month

Friday, 15 November 2024

1 piece
Small but Mighty AI

Monday, 11 November 2024

1 piece
The Post Election Surge is Unevenly Distributed

Friday, 8 November 2024

1 piece
I Talk to Robots While Driving

Wednesday, 6 November 2024

1 piece
The White Collar Revolution

Tuesday, 5 November 2024

1 piece
Profit Dollars per GPU Dollar

Tuesday, 29 October 2024

2 pieces
My AI Rube Goldberg Machine
Trends in the Post-Modern Data Stack

Monday, 28 October 2024

1 piece
Productivity One Year from Now

Monday, 21 October 2024

1 piece
AI Prompts as PRDs : Why Prompts Will Become Important IP Assets

Wednesday, 16 October 2024

1 piece
The Premise of a New S-Curve in AI

Tuesday, 15 October 2024

1 piece
Why Lifetime Value is Relevant Again in Software

Thursday, 10 October 2024

1 piece
A Challenge to SaaS Orthodoxy

Tuesday, 8 October 2024

1 piece
How M&A Fosters Innovation

Thursday, 3 October 2024

1 piece
Fulfilling Crypto's Original Promise

Tuesday, 1 October 2024

1 piece
Where is the Budget for AI Coming From?

Monday, 30 September 2024

1 piece
Would You Listen to AI Generated Podcasts?

Wednesday, 25 September 2024

1 piece
Interwoven with Initia

Monday, 23 September 2024

1 piece
AI Advantage for Startups : Changing the Workflow through Services

Friday, 20 September 2024

1 piece
Will We See a Better Exit Market Next Year?

Thursday, 19 September 2024

1 piece
Writing Software for Robots

Monday, 16 September 2024

1 piece
2024 Theory Ventures Go-to-Market Survey: Optimism Rises Amid Changing Market Dynamics

Wednesday, 11 September 2024

1 piece
The New Software GTM Playbook

Monday, 9 September 2024

1 piece
The Rarity Shibboleth

Thursday, 5 September 2024

1 piece
The Challenge of the AI Demo

Tuesday, 3 September 2024

1 piece
Which Design Era Are We In?

Thursday, 29 August 2024

1 piece
The Dislocation Between Public & Private Web3 Markets

Monday, 26 August 2024

1 piece
Higher Levels of Abstraction

Friday, 23 August 2024

1 piece
What Has Your GPU Done For You Today?

Friday, 16 August 2024

1 piece
AI Public & Private Premia for AI Companies

Thursday, 15 August 2024

1 piece
Things that Used to be Impossible, but are Now Really Hard

Monday, 12 August 2024

1 piece
The PostModern Data Stack

Friday, 9 August 2024

1 piece
Snowflake's 4 Areas of Investment in AI

Monday, 5 August 2024

1 piece
The 3 Attributes of an Attractive Market for AI
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