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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, 22 August 2025

1 piece
A Narrative Violation on a Friday Morning

Thursday, 21 August 2025

1 piece
Achieving Flow with AI

Tuesday, 19 August 2025

1 piece
When One AI Grades Another's Work

Monday, 18 August 2025

1 piece
Explore vs. Exploit in Agentic Coding

Friday, 15 August 2025

1 piece
The Groupon Era of AI

Thursday, 14 August 2025

1 piece
EvoBlog: Building an Evolutionary AI Content Generation System

Wednesday, 13 August 2025

1 piece
Why AI Can't Crack Your Database

Tuesday, 12 August 2025

1 piece
What is Chrome Worth?

Monday, 11 August 2025

1 piece
Who is Talking to My Users?

Friday, 8 August 2025

1 piece
From Knowledge to Action

Monday, 4 August 2025

1 piece
Small Action Models Are the Future of AI Agents

Sunday, 3 August 2025

1 piece
The AI Revenue Rocket Ship - What 5x Growth in Six Months Means for Everyone

Friday, 1 August 2025

1 piece
The AI-Driven Cloud Market Share Shift

Monday, 28 July 2025

1 piece
Why Seed Rounds Are Growing as Startups Shrink

Wednesday, 23 July 2025

1 piece
PageRank in the Age of AI

Tuesday, 22 July 2025

1 piece
The AI Search Tipping Point

Sunday, 20 July 2025

1 piece
The Question I Ask Myself Before I AI

Friday, 18 July 2025

1 piece
The Sales Strategy Conquering the AI Market

Thursday, 17 July 2025

1 piece
Hidden Technical Debt in AI

Monday, 14 July 2025

1 piece
The Rise of the Agent Manager

Thursday, 10 July 2025

1 piece
Budgeting for AI in Your Startup

Tuesday, 8 July 2025

1 piece
The Surprising Input-to-Output Ratio of AI Models

Saturday, 5 July 2025

1 piece
Revenue Comes to Crypto

Wednesday, 2 July 2025

1 piece
Figma's S-1: A PLG Powerhouse

Friday, 27 June 2025

1 piece
Voice, Context & Control: The Three Pillars of Useful AI Email

Wednesday, 25 June 2025

1 piece
Why Data is More Valuable than Code

Tuesday, 24 June 2025

1 piece
The Multimodal Lake House : Partnering with Lance

Friday, 20 June 2025

1 piece
Fighting for Context

Wednesday, 18 June 2025

1 piece
DuckLake - Subsecond Latency on a Petabyte

Monday, 16 June 2025

1 piece
The Data Decacorn Derby

Friday, 13 June 2025

1 piece
The Coming Wave of Acquihires

Tuesday, 10 June 2025

1 piece
Partnering with Maze Security

Monday, 9 June 2025

1 piece
Patterns Across 5 Years of YC Investing

Friday, 6 June 2025

1 piece
The IPO Door is Swinging Open

Thursday, 5 June 2025

1 piece
Stuck in the Middle of AI Workflows

Friday, 30 May 2025

1 piece
How Monte Carlo's Daily Revenue Model Rewrote Their Strategy

Thursday, 29 May 2025

1 piece
1000x Increase in AI Demand

Wednesday, 28 May 2025

1 piece
A Banner Year for M&A only Five Months In

Tuesday, 27 May 2025

1 piece
What Level of AI?

Friday, 23 May 2025

1 piece
What's in Your Bank's Wallet?
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