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Tomasz Tunguz

Tomasz Tunguz, MD @ Theory Ventures. This page collects 795 posts published between October 2020 and October 2026. Recent coverage focuses on AI (Horizontal), AI Infrastructure and Enterprise Software. Tomasz Tunguz publishes roughly 14 posts a month; the best of them appear in the SandHill weekly digest.

795 posts indexed14 in the last 30 daysAI (Horizontal) · AI Infrastructure · Enterprise Software · Developer ToolsVisit site ↗

Friday, 23 October 2026

1 piece
How Large is the AI Circle?↗
AI (Horizontal) · AI Infrastructure

Thursday, 22 October 2026

1 piece
Closing Eight Figure Deals in Two Weeks↗
AI Infrastructure · AI (Horizontal)

Wednesday, 21 October 2026

1 piece
The GPU Revenue Ladder↗
AI Infrastructure · Semiconductors

Sunday, 18 October 2026

1 piece
What if They're All Clouds?↗
AI Infrastructure · Enterprise Software

Tuesday, 13 October 2026

2 pieces
Price War in the Chip Aisle↗
AI Infrastructure · Semiconductors
The Theory 2026 AI Survey Results↗
AI (Horizontal) · Enterprise Software

Monday, 12 October 2026

1 piece
Sales in the Age of AI↗
AI (Horizontal) · Enterprise Software

Wednesday, 7 October 2026

1 piece
A Change in AI Strategy↗
AI (Horizontal) · AI Infrastructure

Tuesday, 6 October 2026

1 piece
How to Automate Inbound↗
Enterprise Software · Marketing & Sales Tech

Monday, 5 October 2026

1 piece
Inference Is the Most Important Market in Software↗
AI Infrastructure · Enterprise Software

Friday, 2 October 2026

1 piece
Do We Grow Software or Do We Design It?↗
Developer Tools · AI (Horizontal)

Wednesday, 30 September 2026

1 piece
The Fastest Growing Market in Tech isn't AI↗
Crypto & Web3 · Banking & Capital Markets · Data & Analytics

Tuesday, 29 September 2026

1 piece
Segmentation Drives Market Share Wins in AI↗
AI (Horizontal)

Monday, 28 September 2026

1 piece
How GPU Prices Can Double While AI Gets Cheaper↗
AI Infrastructure · AI (Horizontal)

Thursday, 24 September 2026

1 piece
Thinking in Systems, Shipping in Loops↗
AI (Horizontal) · Developer Tools

Wednesday, 23 September 2026

1 piece
The Most Important Market in AI is the Middle↗
AI (Horizontal) · AI Infrastructure · Venture Capital & Startups

Monday, 21 September 2026

1 piece
AI Comes for the If Statement↗
AI (Horizontal) · AI Infrastructure · Enterprise Software

Thursday, 17 September 2026

1 piece
The Harness Margin Opportunity↗
AI (Horizontal) · Enterprise Software · Fintech

Tuesday, 15 September 2026

1 piece
When Inbound Sells Itself↗
Enterprise Software · AI (Horizontal)

Monday, 14 September 2026

1 piece
What Does Pacing Mean?↗
AI (Horizontal)

Tuesday, 8 September 2026

1 piece
Is the 3x AI Productivity Gain just a Computer that Never Sleeps?↗
AI (Horizontal) · Enterprise Software

Monday, 7 September 2026

1 piece
The Three Waves of AI Consumption↗
AI (Horizontal) · AI Infrastructure

Friday, 4 September 2026

1 piece
Concrete, Silicon, & Leverage↗
AI (Horizontal) · AI Infrastructure

Thursday, 3 September 2026

1 piece
The Ads Model for Prompts Vertically Integrates AI↗
AI (Horizontal) · AI Infrastructure

Wednesday, 2 September 2026

1 piece
AI Productivity Doesn't Mean What I Thought It Means↗
AI (Horizontal)

Tuesday, 1 September 2026

1 piece
AI Productivity Doesn't Mean What I Think It Means↗
AI (Horizontal)

Monday, 31 August 2026

1 piece
The Price of Entry to the Frontier↗
AI (Horizontal)

Thursday, 27 August 2026

1 piece
Revenue per Megawatt & The AI Model Factory↗
AI (Horizontal) · AI Infrastructure · Energy & Climate

Wednesday, 26 August 2026

1 piece
NVIDIA's $108b Quarter↗
Semiconductors · AI (Horizontal)

Monday, 24 August 2026

1 piece
How Long Should an AI Agent Live?↗
AI (Horizontal) · Developer Tools

Sunday, 23 August 2026

1 piece
The AI Bullwhip↗
AI (Horizontal) · Energy & Climate · Defense & Aerospace

Friday, 21 August 2026

1 piece
Mainframes became personal. So will your data center.↗
AI (Horizontal) · AI Infrastructure · Energy & Climate

Wednesday, 19 August 2026

1 piece
Previously Unmanufacturable↗
AI (Horizontal) · Enterprise Software · Developer Tools

Tuesday, 18 August 2026

1 piece
Birds Don't Fly Like Planes. Neither Does AI.↗
AI (Horizontal) · AI Infrastructure · Developer Tools

Monday, 17 August 2026

1 piece
When Models Learn↗
AI (Horizontal) · AI Infrastructure

Friday, 14 August 2026

1 piece
Honestly, Who Buys SOTA?↗
AI (Horizontal)

Thursday, 13 August 2026

1 piece
The OpenAI Hack & the Question of Intent↗
AI (Horizontal) · AI Infrastructure

Tuesday, 11 August 2026

1 piece
A Winner in Every Category↗
Enterprise Software · AI (Horizontal)

Sunday, 9 August 2026

1 piece
AI Harness' ARR Multiples↗
AI (Horizontal) · Venture Capital & Startups

Friday, 7 August 2026

1 piece
The Secret Chat Room↗
AI (Horizontal) · Cybersecurity
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