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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 ↗

Thursday, 22 January 2026

1 piece
AI Managing AI

Wednesday, 21 January 2026

1 piece
When the Market Questions Relevance

Tuesday, 20 January 2026

1 piece
The Postmodern Data Stack is AI

Friday, 16 January 2026

1 piece
Software That Debugs Itself While I Sleep

Thursday, 15 January 2026

1 piece
A Third Time Up the Roller Coaster

Wednesday, 14 January 2026

1 piece
Dead Companies Walking

Tuesday, 13 January 2026

1 piece
Eleven Steps to the Epiphany[^1]

Saturday, 10 January 2026

1 piece
Open APIs Are Over

Friday, 9 January 2026

1 piece
Trajectory

Wednesday, 7 January 2026

1 piece
The Text Box Isn't Enough

Monday, 5 January 2026

1 piece
The Done List

Tuesday, 30 December 2025

1 piece
Gross Profit per Token

Monday, 29 December 2025

1 piece
My Favorite Books of 2025

Wednesday, 24 December 2025

1 piece
Motive S-1 : How 7 Key Metrics Stack Up Against Samsara

Tuesday, 23 December 2025

1 piece
Scoring 2025's Predictions

Monday, 22 December 2025

1 piece
11 Predictions for 2026

Thursday, 18 December 2025

1 piece
Thursday is Podcast Day

Wednesday, 17 December 2025

1 piece
A Flash of Deflation

Tuesday, 16 December 2025

1 piece
The Bifurcation in the AI Market

Monday, 15 December 2025

1 piece
Is Your AI Funded by Junk Bonds?

Friday, 12 December 2025

1 piece
The Average Founder Ages 6 Months Each Year

Wednesday, 10 December 2025

1 piece
The Two Context Databases Powering Enterprise AI

Tuesday, 9 December 2025

1 piece
The AI Value Gap : Where Does the $7,000 Per Seat Go?

Monday, 8 December 2025

1 piece
Streaming Comes into the Fold

Friday, 5 December 2025

1 piece
From 10 to 31 Tasks Daily : The Agent Inflection Point

Sunday, 30 November 2025

1 piece
Vercel's AI Sales Agent : 10 SDRs Down to 1 in Six Weeks

Tuesday, 25 November 2025

1 piece
Private Equity : The New Distribution Channel for AI Startups

Friday, 21 November 2025

1 piece
The Bacon & the Skillet: When Does the AI Market Congeal?

Thursday, 20 November 2025

1 piece
The Scaling Wall Was A Mirage

Sunday, 16 November 2025

1 piece
What 375 AI Builders Actually Ship

Thursday, 13 November 2025

1 piece
Teaching Local Models to Call Tools Like Claude

Wednesday, 12 November 2025

1 piece
Running Out of AI

Monday, 10 November 2025

1 piece
Datadog: As Reliable as Your Golden Retriever

Wednesday, 5 November 2025

1 piece
A 1 in 15,787 Chance Blog Post

Monday, 3 November 2025

1 piece
OpenAI's $1 Trillion Infrastructure Spend

Friday, 31 October 2025

1 piece
Small Data Becomes Big Data

Thursday, 30 October 2025

1 piece
$555B of Cloud Spend

Monday, 27 October 2025

1 piece
The Growth Premium Persists in SaaS Valuations

Thursday, 23 October 2025

1 piece
Product-Market Fit is No Longer Static

Tuesday, 21 October 2025

1 piece
Engineering for the AI-Native Era : Office Hours with Calvin French-Owen
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