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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 ↗

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

Friday, 10 July 2026

1 piece
Three Years In

Thursday, 9 July 2026

1 piece
8.9 Million AI Users

Wednesday, 8 July 2026

1 piece
The AI Preflight Check

Tuesday, 7 July 2026

1 piece
The FDE Arms Race: Why Every AI Company Is Spending Billions to Embed Engineers Inside Customers

Monday, 6 July 2026

1 piece
AI Worldviews

Friday, 3 July 2026

1 piece
Search

Wednesday, 1 July 2026

1 piece
Most AI Work Can Wait

Tuesday, 30 June 2026

1 piece
The CIO's Choices are Clear in 2026

Monday, 29 June 2026

1 piece
When AI Costs More Than the Engineer

Friday, 26 June 2026

1 piece
What If There Is No Moat Yet?

Thursday, 25 June 2026

1 piece
Full Sail on Asynchronous Inference

Wednesday, 24 June 2026

1 piece
Defending Against AI-Powered Attackers

Tuesday, 23 June 2026

1 piece
The Quietest Part of Startupland isn't so Quiet

Monday, 22 June 2026

1 piece
So You Want to Sell Inference
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