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Tomasz Tunguz
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Latest posts
Last updated 2 days ago
A Winner in Every Category
3 days ago
The collapse in SaaS has depressed multiples. But in nearly every category...
Spending Like a Hyperscaler
9 days ago
SpaceXAI spent $18b of capex last quarter, $16b of it on AI.1...
Racing to Sustain Jevons' Paradox
10 days ago
There’s not enough AI. Jevons’ Paradox has been a hallmark of this...
AI is a Terrible Ghostwriter
11 days ago
“Is this AI written? … I’m sure this is AI written. …...
Microsoft Resells the Frontier
16 days ago
Azure grew 43% last quarter, closing a fiscal year in which it...
Aftermarket Harnesses
17 days ago
AI harnesses have more impact on performance than the models Endor Labs...
Yeltsin in the AI Aisle
22 days ago
In 1989 Boris Yeltsin stopped at a Randalls supermarket in Houston, stunned...
Google's Cloud Revenue Converges to NVIDIA's Growth Rate
23 days ago
Google Cloud grew 82% year-over-year to $24.8b in Q2 2026, beating the...
AI Engineering Productivity is Anything But Normal
24 days ago
We are now in an era where we should expect 3x more...