Tomasz Tunguz, MD @ Theory
AI model companies are becoming compute factories: selling inference at high margins to fund training of progressively cheaper, more efficient models. Anthropic's path from −94% to 40–50% gross margins per megawatt shows the model—profit from serving customers funds the R&D flywheel.
Read the full post on Tomasz Tunguz ↗
Topics: AI (Horizontal) · AI Infrastructure · Energy & Climate
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.