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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, 7 November 2023

1 piece
Only The Dogged Thrive : More Good News in Startupland

Monday, 6 November 2023

1 piece
What's Measured is Managed : Earnings Surprise in Public Software in Q3 2023

Wednesday, 1 November 2023

1 piece
How Much Should Quotas Increase Next Year?

Tuesday, 31 October 2023

1 piece
The Impact of Anti-trust on M&A in Startupland

Friday, 27 October 2023

1 piece
Gas Gas Revolution

Tuesday, 24 October 2023

1 piece
AI Reaccelerating Cloud Growth

Monday, 23 October 2023

1 piece
Top 10 Trends in Data & AI at the Impact Summit

Friday, 20 October 2023

1 piece
The Convergence of Data & Software Engineering in the Age of AI

Wednesday, 18 October 2023

1 piece
Outbound Marketing Fury : Office Hours with Raj Sarkar

Sunday, 15 October 2023

1 piece
What Loom & Klaviyo Indicate about Exit Valuations

Thursday, 12 October 2023

1 piece
The PLG Trap : Lessons Learned from Oliver Jay, former CRO at Asana

Saturday, 7 October 2023

1 piece
The Promise and Pitfalls of Chaining Large Language Models for Email

Tuesday, 3 October 2023

1 piece
SaaS Competitive Advantage Through Elegant LLM Feedback Mechanisms

Sunday, 1 October 2023

1 piece
Centaurs & Cyborgs : The Jagged Frontier of AI

Tuesday, 26 September 2023

1 piece
Artisanal Emails

Monday, 25 September 2023

1 piece
Avoiding the PLG Trap : Office Hours with Oliver Jay

Thursday, 21 September 2023

2 pieces
Building Applications with AI - Lessons from LangChain, Hearth, & Context.ai
Cisco & Splunk Continue the Trend of

Sunday, 17 September 2023

1 piece
Building a Generational Business Databrick by Databrick

Friday, 15 September 2023

1 piece
4 Key Takeaways from the AI Panel at Saastr 2023

Sunday, 10 September 2023

1 piece
A Little Yellow Book in the Corner Bookshelf of a Coffee Shop

Friday, 8 September 2023

1 piece
Whispers of the Future

Thursday, 7 September 2023

1 piece
The Rise of Data Lakes in Software Architecture

Friday, 1 September 2023

1 piece
The Evolution of Open Source Business Models

Wednesday, 30 August 2023

1 piece
Context.ai - Unlocking Insight into LLM-Based Applications

Sunday, 27 August 2023

2 pieces
A New Marketing Behemoth Klayviyo : How 7 Key Benchmarks Stack Up in the S-1
A New Marketing Behemoth Klaviyo : How 7 Key Benchmarks Stack Up in the S-1

Friday, 25 August 2023

1 piece
Around the World in 21 Days

Wednesday, 23 August 2023

1 piece
The Dawn of AI : Pricing Power & Profits in NVidia's Business

Monday, 21 August 2023

1 piece
Mean Reversion: When Will Startup Investing Return to Normal?

Thursday, 17 August 2023

1 piece
Seizing the Moment: Strategies for Startups to Outmaneuver Competition in a Turning Economy

Tuesday, 15 August 2023

1 piece
Teaching a Computer to Ghoti

Tuesday, 8 August 2023

1 piece
Surprising Data Points about the Venture Capital Market

Monday, 7 August 2023

1 piece
How Will a Venture Capital Recovery Feel? Observations from 2008

Thursday, 3 August 2023

1 piece
Busting the Myth: Higher Funding Doesn't Mean Faster Hiring in Startups

Monday, 31 July 2023

1 piece
What the New Relic Sale Means for SaaS

Friday, 28 July 2023

1 piece
The Paradox of AI and Data Roles: How Automation Will Increase Demand for Data Professionals

Wednesday, 26 July 2023

1 piece
Signs We've Touched the Bottom

Sunday, 23 July 2023

1 piece
The Pilgrims Raised 4 Rounds of Financing

Thursday, 20 July 2023

1 piece
Operating in the Dark
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