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on Tomasz Tunguz

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Latest posts

Last updated 3 days ago

The Blank Slate AI Strategy

4 days ago

What does a bare-bones pickup truck have in common with a state-of-the-art...

The Harness Is the New Battleground

6 days ago

The SaaS era broke precedent : for the first time, enterprises stored...

The AI Colander

7 days ago

AI is like a colander. Customers pour in. Many pour out How...

Three Years In

10 days ago

Three years ago, we launched Theory Ventures with a simple premise...

8.9 Million AI Users

11 days ago

It all started when I knocked on a door in Palo Alto...

The AI Preflight Check

12 days ago

I still remember when my agent would forget what I said mid-sentence...

The FDE Arms Race: Why Every AI Company Is Spending Billions to Embed Engineers Inside Customers

13 days ago

AI companies have committed ~$10B in 12 months to forward-deployed engineering. The...

Search

17 days ago

Search the tomtunguz.com archive of essays on AI, SaaS, startups, and venture...

AI Worldviews

14 days ago

The Economist ran 25 frontier AI models through the World Values Survey1...

Most AI Work Can Wait

19 days ago

Most teams building agents pick the model first & the architecture second...

The CIO's Choices are Clear in 2026

20 days ago

The CIO’s priorities are clear. The public markets reveal them Two of...

When AI Costs More Than the Engineer

21 days ago

Anthropic spends 2.3x its payroll on compute.1 With ~5,000 employees & roughly...