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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, 13 February 2026

1 piece
The 2026 Rotation

Monday, 9 February 2026

1 piece
Can You Fly That Thing?

Friday, 6 February 2026

1 piece
How Markets Price AI Risk

Thursday, 5 February 2026

1 piece
Google's 52x AI Growth

Wednesday, 4 February 2026

1 piece
The Other Leverage in Software & AI

Tuesday, 3 February 2026

1 piece
Building Developer Infrastructure at Scale : Office Hours with Jim Everingham

Monday, 2 February 2026

3 pieces
Dissecting the Internet's Most Novel Creature
Moltbook & the Persistence of Participation Inequality
Moltbook: The First AI-Only Social Network

Thursday, 29 January 2026

1 piece
$281b From One Customer

Wednesday, 28 January 2026

1 piece
A Coxswain on Your Shoulder

Tuesday, 27 January 2026

1 piece
Is Your Margin My Opportunity in Software?

Monday, 26 January 2026

1 piece
The Model T Comes to Silicon Valley

Thursday, 22 January 2026

1 piece
AI Managing AI

Wednesday, 21 January 2026

1 piece
When the Market Questions Relevance

Tuesday, 20 January 2026

1 piece
The Postmodern Data Stack is AI

Friday, 16 January 2026

1 piece
Software That Debugs Itself While I Sleep

Thursday, 15 January 2026

1 piece
A Third Time Up the Roller Coaster

Wednesday, 14 January 2026

1 piece
Dead Companies Walking

Tuesday, 13 January 2026

1 piece
Eleven Steps to the Epiphany[^1]

Saturday, 10 January 2026

1 piece
Open APIs Are Over

Friday, 9 January 2026

1 piece
Trajectory

Wednesday, 7 January 2026

1 piece
The Text Box Isn't Enough

Monday, 5 January 2026

1 piece
The Done List

Tuesday, 30 December 2025

1 piece
Gross Profit per Token

Monday, 29 December 2025

1 piece
My Favorite Books of 2025

Wednesday, 24 December 2025

1 piece
Motive S-1 : How 7 Key Metrics Stack Up Against Samsara

Tuesday, 23 December 2025

1 piece
Scoring 2025's Predictions

Monday, 22 December 2025

1 piece
11 Predictions for 2026

Thursday, 18 December 2025

1 piece
Thursday is Podcast Day

Wednesday, 17 December 2025

1 piece
A Flash of Deflation

Tuesday, 16 December 2025

1 piece
The Bifurcation in the AI Market

Monday, 15 December 2025

1 piece
Is Your AI Funded by Junk Bonds?

Friday, 12 December 2025

1 piece
The Average Founder Ages 6 Months Each Year

Wednesday, 10 December 2025

1 piece
The Two Context Databases Powering Enterprise AI

Tuesday, 9 December 2025

1 piece
The AI Value Gap : Where Does the $7,000 Per Seat Go?

Monday, 8 December 2025

1 piece
Streaming Comes into the Fold

Friday, 5 December 2025

1 piece
From 10 to 31 Tasks Daily : The Agent Inflection Point

Sunday, 30 November 2025

1 piece
Vercel's AI Sales Agent : 10 SDRs Down to 1 in Six Weeks

Tuesday, 25 November 2025

1 piece
Private Equity : The New Distribution Channel for AI Startups
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