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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, 12 September 2025

1 piece
Coffee, Omelettes, and Five-Course Meals: A New Software Menu

Thursday, 11 September 2025

1 piece
Developer Relations at Theory

Tuesday, 9 September 2025

1 piece
10 Months into AI Agents : Which Are Used Most?

Monday, 8 September 2025

1 piece
Two Data Giants, One Revenue Milestone

Thursday, 4 September 2025

1 piece
What It Feels Like to Build in AI

Tuesday, 2 September 2025

1 piece
A Living Market Map

Sunday, 31 August 2025

1 piece
Vibe Coding is Ubiquitous

Saturday, 30 August 2025

1 piece
The Rise and Fall of Vibe Coding

Friday, 29 August 2025

1 piece
From Vibe Coding to the New Software Standard

Thursday, 28 August 2025

1 piece
The AI Tide Lifts Databases

Wednesday, 27 August 2025

1 piece
The Second-Order Effects of AI

Tuesday, 26 August 2025

1 piece
Netflix's New AI Role

Monday, 25 August 2025

1 piece
What Will You Reinvent Today?

Friday, 22 August 2025

1 piece
A Narrative Violation on a Friday Morning

Thursday, 21 August 2025

1 piece
Achieving Flow with AI

Tuesday, 19 August 2025

1 piece
When One AI Grades Another's Work

Monday, 18 August 2025

1 piece
Explore vs. Exploit in Agentic Coding

Friday, 15 August 2025

1 piece
The Groupon Era of AI

Thursday, 14 August 2025

1 piece
EvoBlog: Building an Evolutionary AI Content Generation System

Wednesday, 13 August 2025

1 piece
Why AI Can't Crack Your Database

Tuesday, 12 August 2025

1 piece
What is Chrome Worth?

Monday, 11 August 2025

1 piece
Who is Talking to My Users?

Friday, 8 August 2025

1 piece
From Knowledge to Action

Monday, 4 August 2025

1 piece
Small Action Models Are the Future of AI Agents

Sunday, 3 August 2025

1 piece
The AI Revenue Rocket Ship - What 5x Growth in Six Months Means for Everyone

Friday, 1 August 2025

1 piece
The AI-Driven Cloud Market Share Shift

Monday, 28 July 2025

1 piece
Why Seed Rounds Are Growing as Startups Shrink

Wednesday, 23 July 2025

1 piece
PageRank in the Age of AI

Tuesday, 22 July 2025

1 piece
The AI Search Tipping Point

Sunday, 20 July 2025

1 piece
The Question I Ask Myself Before I AI

Friday, 18 July 2025

1 piece
The Sales Strategy Conquering the AI Market

Thursday, 17 July 2025

1 piece
Hidden Technical Debt in AI

Monday, 14 July 2025

1 piece
The Rise of the Agent Manager

Thursday, 10 July 2025

1 piece
Budgeting for AI in Your Startup

Tuesday, 8 July 2025

1 piece
The Surprising Input-to-Output Ratio of AI Models

Saturday, 5 July 2025

1 piece
Revenue Comes to Crypto

Wednesday, 2 July 2025

1 piece
Figma's S-1: A PLG Powerhouse

Friday, 27 June 2025

1 piece
Voice, Context & Control: The Three Pillars of Useful AI Email

Wednesday, 25 June 2025

1 piece
Why Data is More Valuable than Code

Tuesday, 24 June 2025

1 piece
The Multimodal Lake House : Partnering with Lance
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