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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 ↗

Tuesday, 29 October 2024

1 piece
Trends in the Post-Modern Data Stack

Monday, 28 October 2024

1 piece
Productivity One Year from Now

Monday, 21 October 2024

1 piece
AI Prompts as PRDs : Why Prompts Will Become Important IP Assets

Wednesday, 16 October 2024

1 piece
The Premise of a New S-Curve in AI

Tuesday, 15 October 2024

1 piece
Why Lifetime Value is Relevant Again in Software

Thursday, 10 October 2024

1 piece
A Challenge to SaaS Orthodoxy

Tuesday, 8 October 2024

1 piece
How M&A Fosters Innovation

Thursday, 3 October 2024

1 piece
Fulfilling Crypto's Original Promise

Tuesday, 1 October 2024

1 piece
Where is the Budget for AI Coming From?

Monday, 30 September 2024

1 piece
Would You Listen to AI Generated Podcasts?

Wednesday, 25 September 2024

1 piece
Interwoven with Initia

Monday, 23 September 2024

1 piece
AI Advantage for Startups : Changing the Workflow through Services

Friday, 20 September 2024

1 piece
Will We See a Better Exit Market Next Year?

Thursday, 19 September 2024

1 piece
Writing Software for Robots

Monday, 16 September 2024

1 piece
2024 Theory Ventures Go-to-Market Survey: Optimism Rises Amid Changing Market Dynamics

Wednesday, 11 September 2024

1 piece
The New Software GTM Playbook

Monday, 9 September 2024

1 piece
The Rarity Shibboleth

Thursday, 5 September 2024

1 piece
The Challenge of the AI Demo

Tuesday, 3 September 2024

1 piece
Which Design Era Are We In?

Thursday, 29 August 2024

1 piece
The Dislocation Between Public & Private Web3 Markets

Monday, 26 August 2024

1 piece
Higher Levels of Abstraction

Friday, 23 August 2024

1 piece
What Has Your GPU Done For You Today?

Friday, 16 August 2024

1 piece
AI Public & Private Premia for AI Companies

Thursday, 15 August 2024

1 piece
Things that Used to be Impossible, but are Now Really Hard

Monday, 12 August 2024

1 piece
The PostModern Data Stack

Friday, 9 August 2024

1 piece
Snowflake's 4 Areas of Investment in AI

Monday, 5 August 2024

2 pieces
The 3 Attributes of an Attractive Market for AI
The Ghost in the Machine : Invisible Ads in Generative Search

Monday, 29 July 2024

1 piece
Rewriting the RFP for AI

Thursday, 25 July 2024

1 piece
The Battle for AI Gravity

Monday, 22 July 2024

1 piece
Agentic Systems' Sales Cycles

Wednesday, 17 July 2024

1 piece
The Future of Blockchain Data : Our Investment in Allium

Monday, 15 July 2024

1 piece
Punctuated Equilibrium in AI : Is it Better to Be A First Mover or A Last Mover?

Friday, 12 July 2024

1 piece
No SaaS! How AI Agents Will Change Software Pricing

Thursday, 11 July 2024

1 piece
AI Pricing Strategies for SaaS Companies Offering Copilots

Monday, 8 July 2024

1 piece
Select avg(Moby Dick) limit 2 sentences

Monday, 1 July 2024

1 piece
The First of Your Newsletters

Friday, 28 June 2024

1 piece
The Four Barriers to AI Adoption

Tuesday, 25 June 2024

1 piece
2024 Theory GTM Survey

Monday, 24 June 2024

1 piece
How Much Revenue Must a Company Generate to IPO?
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