Tomasz Tunguz · 13 October 2026 · Industry Analysis

The Theory 2026 AI Survey Results

Tomasz Tunguz, MD @ Theory

Theory VC's 2026 AI survey of 455 senior technical builders reveals security has become the top barrier to AI adoption (43%), nearly half of teams now route queries across models for cost optimization, and Cloudflare dominates agent sandbox hosting at 62%—signaling rapid enterprise sophistication.

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Topics: AI (Horizontal) · Enterprise Software

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