Tomasz Tunguz, MD @ Theory
Custom silicon from Google, Microsoft, and OpenAI is driving a 3.8x cost spread among frontier AI models despite near-identical intelligence levels, signaling that chip efficiency advantages directly translate to pricing power and margin sustainability as token costs deflate.
Read the full post on Tomasz Tunguz ↗
Topics: AI Infrastructure · Semiconductors
Published by Tomasz Tunguz · their site ↗
SandHill indexes 800+ venture capital blogs and newsletters and sends the best of them every Sunday. Browse the sources · browse by topic · read the blog.
Suggest a blog or newsletter for the SandHill index. We track the RSS feed and feature the best pieces in the weekly digest.
The latest theses & analyses from 800+ venture investors, curated into one email. Join 5,000+ investors, founders and LPs.