Tomasz Tunguz · 21 September 2026 · Investment Thesis

AI Comes for the If Statement

Tomasz Tunguz, MD @ Theory

AI models optimized for specific decision-making primitives—like if-then classification—can achieve 80%+ accuracy at 76–209x lower cost than frontier models, suggesting a major margin opportunity for production-layer AI infrastructure.

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Topics: AI (Horizontal) · AI Infrastructure · Enterprise Software

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