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Overview
Tomasz Tunguz is a General Partner at Theory Ventures, investing in AI-first startups. Former Google PM and Redpoint VC, he writes a daily data-driven blog on AI, SaaS metrics, and venture capital read by 150k+ founders and operators.
News
Most AI Work Can Wait
Prioritize routing over model choice. Most AI work runs on cheap local models.
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Report
When AI Costs More Than the Engineer
Anthropic spends 2.3x payroll on compute. Top software firms spend 0.4x. Three scenarios for where the rest of the market lands by 2029.
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Report
The Golden Age of AI Applications
Three weekend developments - the Fable retraction, Satya's ecosystem thesis & Salesforce's $3.6B Fin acquisition - reveal why the moat has shifted from models to harnesses.
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Report
Intelligence Per Dollar
Microsoft's MAI-Code-1-Flash matches Claude Haiku 4.5 on SWE-Bench Verified using a third of the tokens. The right metric for AI in production is intelligence per dollar, value per token spent.
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The AI Skepticism Map
Short interest in public AI stocks has risen modestly overall, but the pressure is concentrated in AI cloud and smaller software names.
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Report
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