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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, 25 August 2023

1 piece
Around the World in 21 Days

Wednesday, 23 August 2023

1 piece
The Dawn of AI : Pricing Power & Profits in NVidia's Business

Monday, 21 August 2023

1 piece
Mean Reversion: When Will Startup Investing Return to Normal?

Thursday, 17 August 2023

1 piece
Seizing the Moment: Strategies for Startups to Outmaneuver Competition in a Turning Economy

Tuesday, 15 August 2023

1 piece
Teaching a Computer to Ghoti

Tuesday, 8 August 2023

1 piece
Surprising Data Points about the Venture Capital Market

Monday, 7 August 2023

1 piece
How Will a Venture Capital Recovery Feel? Observations from 2008

Thursday, 3 August 2023

1 piece
Busting the Myth: Higher Funding Doesn't Mean Faster Hiring in Startups

Monday, 31 July 2023

1 piece
What the New Relic Sale Means for SaaS

Friday, 28 July 2023

1 piece
The Paradox of AI and Data Roles: How Automation Will Increase Demand for Data Professionals

Wednesday, 26 July 2023

1 piece
Signs We've Touched the Bottom

Sunday, 23 July 2023

1 piece
The Pilgrims Raised 4 Rounds of Financing

Thursday, 20 July 2023

1 piece
Operating in the Dark

Monday, 17 July 2023

1 piece
Producing Charts with AI

Tuesday, 11 July 2023

1 piece
The Fracking of Information

Sunday, 9 July 2023

1 piece
There is No Such Thing as Series A Metrics

Friday, 7 July 2023

1 piece
What 70m Thread Users Mean for B2B Marketers

Wednesday, 5 July 2023

1 piece
How Markets Value Software Companies in 2023

Monday, 26 June 2023

1 piece
Picking Teams in AI

Friday, 23 June 2023

1 piece
MotherDuck - DuckDB in the Cloud

Wednesday, 21 June 2023

1 piece
Marketing Teams as Hedge Funds

Thursday, 15 June 2023

1 piece
Does an AI Premium Exist in the Fundraising Market?

Sunday, 11 June 2023

1 piece
What if Every SaaS App Spoke English?

Thursday, 8 June 2023

1 piece
Web3 in SaaS Clothing

Tuesday, 6 June 2023

1 piece
The AI API : The Twilio Moment for Machine Learning

Friday, 2 June 2023

1 piece
How Much More Efficient Should a SaaS Startup Be When Using AI?

Tuesday, 30 May 2023

1 piece
Observations Using LLMs Every Day for Two Months

Thursday, 25 May 2023

1 piece
The Publicly Traded Company Worth 250x More in 10 Years

Monday, 22 May 2023

1 piece
High-Flying SaaS Startups' Surge Won't Change the Valuations in Ventureland

Wednesday, 17 May 2023

1 piece
How Should You Staff Your Startup in 2023

Tuesday, 16 May 2023

1 piece
Which AI Model Should You Pick for Your Startup?

Friday, 12 May 2023

1 piece
Seeking a Distribution Advantage with AI

Monday, 8 May 2023

1 piece
Tinkering with LLMs

Thursday, 4 May 2023

1 piece
The Greatest Profitability Turnaround in Software History

Wednesday, 3 May 2023

1 piece
When 1 is Bigger than 4 for AI

Tuesday, 2 May 2023

1 piece
Every Customer is a Design Partner - Leading Your Sales Motion with Sales Engineering

Wednesday, 26 April 2023

1 piece
Microsoft's Billion Dollar AI Business

Monday, 24 April 2023

1 piece
Software Spending Growth Will Accelerate by 40% in 2023, But it Doesn't Feel that Way

Wednesday, 19 April 2023

1 piece
Why Every Startup Needs an AI Strategy

Monday, 17 April 2023

1 piece
How Much will the US Early Stage Venture Market Contract in 2023?
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