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Tomasz Tunguz
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Latest posts
Last updated 1 day ago
$281b From One Customer
2 days ago
“We are only at the beginning phases of AI diffusion & already...
A Coxswain on Your Shoulder
3 days ago
In rowing, the coxswain watches everything. How hard you pull on every...
Is Your Margin My Opportunity in Software?
4 days ago
Jeff Bezos famously said, “Your margin is my opportunity.”1 Does this maxim...
The Model T Comes to Silicon Valley
5 days ago
In 1908, 253 American automobile manufacturers competed for the market1. By 1929...
AI Managing AI
9 days ago
Talented people get promoted to management. So do talented models. Claude manages...
When the Market Questions Relevance
10 days ago
Will designers design first in a world where AI can code software...
The Postmodern Data Stack is AI
11 days ago
After a decade of success, the modern data stack has entered consolidation...
Software That Debugs Itself While I Sleep
15 days ago
This week I chatted with an acquaintance who mentioned a board game...
A Third Time Up the Roller Coaster
16 days ago
AI is NVIDIA’s third climb up a steep slope First came gaming...
Dead Companies Walking
17 days ago
“[Silicon Valley] is the biggest, most volatile petri dish of raw capitalism...
Eleven Steps to the Epiphany[^1]
18 days ago
I asked Claude Cowork to read my tools folder. Eleven steps later...
Open APIs Are Over
21 days ago
Salesforce, Datadog & Epic are building walls. After two decades of flourishing...