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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 ↗

Wednesday, 5 August 2026

1 piece
Spending Like a Hyperscaler↗
AI (Horizontal) · AI Infrastructure · Venture Capital & Startups

Tuesday, 4 August 2026

1 piece
Racing to Sustain Jevons' Paradox↗
AI (Horizontal) · AI Infrastructure · Semiconductors

Monday, 3 August 2026

1 piece
AI is a Terrible Ghostwriter↗
AI (Horizontal)

Thursday, 30 July 2026

1 piece
AWS's Road to a Trillion

Wednesday, 29 July 2026

1 piece
Microsoft Resells the Frontier

Tuesday, 28 July 2026

1 piece
Aftermarket Harnesses

Thursday, 23 July 2026

1 piece
Yeltsin in the AI Aisle

Wednesday, 22 July 2026

1 piece
Google's Cloud Revenue Converges to NVIDIA's Growth Rate

Tuesday, 21 July 2026

1 piece
AI Engineering Productivity is Anything But Normal

Monday, 20 July 2026

1 piece
Open Models Tack Toward the Frontier

Thursday, 16 July 2026

1 piece
The Blank Slate AI Strategy

Tuesday, 14 July 2026

1 piece
The Harness Is the New Battleground

Monday, 13 July 2026

1 piece
The AI Colander

Friday, 10 July 2026

1 piece
Three Years In

Thursday, 9 July 2026

1 piece
8.9 Million AI Users

Wednesday, 8 July 2026

1 piece
The AI Preflight Check

Tuesday, 7 July 2026

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

Monday, 6 July 2026

1 piece
AI Worldviews

Friday, 3 July 2026

1 piece
Search

Wednesday, 1 July 2026

1 piece
Most AI Work Can Wait

Tuesday, 30 June 2026

1 piece
The CIO's Choices are Clear in 2026

Monday, 29 June 2026

1 piece
When AI Costs More Than the Engineer

Friday, 26 June 2026

1 piece
What If There Is No Moat Yet?

Thursday, 25 June 2026

1 piece
Full Sail on Asynchronous Inference

Wednesday, 24 June 2026

1 piece
Defending Against AI-Powered Attackers

Tuesday, 23 June 2026

1 piece
The Quietest Part of Startupland isn't so Quiet

Monday, 22 June 2026

1 piece
So You Want to Sell Inference

Wednesday, 17 June 2026

1 piece
Databricks Widens the Lead on the Yellow Brick Token Path

Tuesday, 16 June 2026

1 piece
5x for Free : The Local Coding Stack

Monday, 15 June 2026

1 piece
The Golden Age of AI Applications

Friday, 12 June 2026

1 piece
A CEO's Cost of Capital Advantage

Wednesday, 10 June 2026

1 piece
The AI Glass Ceiling

Sunday, 7 June 2026

1 piece
The Substitution Wave in AI

Friday, 5 June 2026

1 piece
The Minimill of AI

Thursday, 4 June 2026

1 piece
Local in Reality

Wednesday, 3 June 2026

1 piece
Intelligence Per Dollar

Tuesday, 2 June 2026

1 piece
The Thriving Ecosystem of Open Models

Monday, 1 June 2026

1 piece
The AI Skepticism Map

Friday, 29 May 2026

1 piece
Skill Distillation

Thursday, 28 May 2026

1 piece
Security in the Age of AI Agents: Office Hours with Jonathan Jaffe
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