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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 ↗

Monday, 24 March 2025

1 piece
The Digital Hot Dog : Marketing in the Age of AI

Friday, 21 March 2025

1 piece
The Third UI : The Rise & Fall of the Keyboard

Tuesday, 18 March 2025

1 piece
The Implications of the Wiz/Google Deal

Monday, 17 March 2025

1 piece
Halving R&D with AI & the Impact to Valuation

Friday, 14 March 2025

1 piece
The Mirage in the Software Clouds

Wednesday, 12 March 2025

1 piece
Cost of a Job

Tuesday, 11 March 2025

1 piece
Positioning Startups in the Age of AI

Sunday, 9 March 2025

1 piece
How Much Is A Venture Firm Worth?

Thursday, 6 March 2025

1 piece
Why War & Peace Is Killing Your Data Budget

Wednesday, 5 March 2025

1 piece
A Founder's Guide: Essential Management Advice for Startups

Sunday, 2 March 2025

1 piece
Lopsided AI Revenues

Friday, 28 February 2025

1 piece
Four Marketing Principles That Redefine Markets from Klaviyo's CMO

Thursday, 27 February 2025

1 piece
The Complete Guide to SaaS Pricing Strategy

Tuesday, 25 February 2025

1 piece
What Happened to My Traffic?

Sunday, 23 February 2025

1 piece
AI Fluency : The Next Interviewing Skill

Friday, 21 February 2025

1 piece
Auctions in AI : Cost of Capital as a Strategic Advantage

Wednesday, 19 February 2025

1 piece
The AI Elbow's Impact : What Reasoning Means for Business

Tuesday, 18 February 2025

1 piece
Theory is Looking for a Head of AI

Thursday, 13 February 2025

1 piece
Fast-Track Your Growth: GTM & Marketing Office Hours for SF Founders

Monday, 10 February 2025

1 piece
Faster Sales Cycles & Software Buyer Confidence

Sunday, 9 February 2025

1 piece
AI Impact Curves

Friday, 7 February 2025

1 piece
Google's Future in Search & AI

Thursday, 6 February 2025

1 piece
$1.2b of Revenue in 30 Days

Monday, 3 February 2025

1 piece
It Pays to be an AI Company

Thursday, 30 January 2025

1 piece
$13b Run Rate & Doubling

Wednesday, 29 January 2025

1 piece
Darwin's Finches in AI

Sunday, 26 January 2025

1 piece
The AI Cost Curve Just Collapsed Again

Thursday, 23 January 2025

1 piece
Top Themes in Data in 2025

Wednesday, 22 January 2025

1 piece
Top Themes in Data Transcript

Tuesday, 21 January 2025

1 piece
What DeepSeek's Newest Model Means for AI

Friday, 17 January 2025

1 piece
From Blank Canvas to a Brilliant Presentation with AI

Tuesday, 14 January 2025

1 piece
Building GTM for AI : Office Hours with Maggie Hott

Sunday, 12 January 2025

1 piece
Tech's $370B Paradox: Why Cash-Rich Giants Might Not Lead 2025's M&A Race

Sunday, 5 January 2025

1 piece
Back to Text: How AI Might Reverse Web Design

Friday, 20 December 2024

1 piece
2025 Predictions

Tuesday, 17 December 2024

1 piece
My Favorite Books of 2024

Monday, 16 December 2024

1 piece
Desktop, Touch, Browser, Now AI? The Next OS in Computing

Friday, 13 December 2024

1 piece
The Intelligence Imperative: How AI Went From Feature to Foundation

Tuesday, 10 December 2024

1 piece
Finding the Midnight Snacker : Agentic Marketing

Monday, 9 December 2024

1 piece
I Use AI 100 Times Per Hour
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