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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 ↗

Tuesday, 9 April 2024

1 piece
SUI Generis : Office Hours with Evan Cheng of Mysten Labs

Sunday, 7 April 2024

1 piece
The Art of Product Management in the Fog of AI

Friday, 5 April 2024

1 piece
Micromanaging AI

Thursday, 4 April 2024

1 piece
This Message Will Self-Destruct in 33 Seconds

Tuesday, 2 April 2024

1 piece
Rubrik S-1 - Burning the Boats in Data Security

Friday, 29 March 2024

1 piece
AI in the Hands of Software Buyers

Tuesday, 26 March 2024

1 piece
Selling AI : Category Creation of a Different Flavor

Monday, 25 March 2024

1 piece
To Be or Not To Be an Agent

Thursday, 21 March 2024

1 piece
AI SaaS Companies Will Be More Profitable

Wednesday, 20 March 2024

1 piece
Analyze All the Things : Data Omniscience with Omni

Monday, 18 March 2024

1 piece
The Vector Computer Company

Tuesday, 12 March 2024

1 piece
Why Databases Won't Charge for Storage in the Future

Friday, 8 March 2024

1 piece
The Opposite of a Good Idea is a Good Idea

Tuesday, 5 March 2024

1 piece
Looking into the Future of BI With Colin Zima

Sunday, 3 March 2024

1 piece
What Happens When AI Performance Asymptotes?

Tuesday, 27 February 2024

1 piece
What If LLMs Change the Business Model of the Internet?

Sunday, 25 February 2024

1 piece
The Secrets to Building Vibrant Communities in Web3 Open-Source

Wednesday, 21 February 2024

1 piece
The First $100m ARR AI Security Company

Monday, 19 February 2024

1 piece
Nobody Knows : Steel & Blockchains

Friday, 16 February 2024

1 piece
One of the Biggest Public Offerings in 20 Years

Wednesday, 14 February 2024

1 piece
Building a $20b Behemoth : Office Hours with Steven Goldfeder of Offchain Labs

Friday, 9 February 2024

1 piece
The Sudden Repricing of Startups in Early 2024

Monday, 5 February 2024

1 piece
AI Design Patterns

Friday, 2 February 2024

1 piece
Standard Issue AI

Wednesday, 31 January 2024

1 piece
Experience as a Status Symbol

Monday, 29 January 2024

1 piece
The Fastest Growing Software Sectors in 2024

Friday, 26 January 2024

1 piece
AI Drove the Largest New Bookings of Any New Product

Wednesday, 24 January 2024

1 piece
Dissecting Delegation: Diving Deep on The Missing B-School Class

Sunday, 21 January 2024

1 piece
5th Grade Outlining in Mrs. L's Class : Metawriting before the Age of AI

Friday, 19 January 2024

1 piece
From Prompt to Paper in 60 Seconds

Thursday, 18 January 2024

1 piece
The Class Missing from Business School

Monday, 15 January 2024

1 piece
Open Source Models : What Can We Determine from Download Patterns?

Friday, 12 January 2024

1 piece
The 10x Salesperson

Tuesday, 9 January 2024

1 piece
Gordian Knots in Software Engineering

Sunday, 7 January 2024

1 piece
Make Hay When the Sun Shines : Liquidity in Startup Exits

Monday, 1 January 2024

1 piece
2024 Predictions

Wednesday, 20 December 2023

1 piece
Why Startup M&A in 2024 Will Rebound

Monday, 18 December 2023

1 piece
Data Product Teams : Best Practices for a Modern Data Team

Friday, 15 December 2023

1 piece
Synthesis as Brilliance : Worldly Wisdom from Charlie Munger

Thursday, 14 December 2023

1 piece
Step-Ups & Duration : The Shape of Things to Come to the Series A in 2024
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