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site iconTomasz TunguzModify

I’m a venture capitalist since 2008. I was a PM on the Ads team at Google and worked at Appian before.
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Rss preview of Blog of Tomasz Tunguz

How to Automate Inbound

2026-10-06 08:00:00

Jeanne DeWitt Grosser, COO of Vercel, walks through the construction of the company's inbound sales agent: one GTM engineer at 20% time, a prompt written by the top SDR, six weeks of human-in-the-loop QA, & the eventual migration from a 1,000-line prompt to 14 deterministic rules with the model reserved for judgment.

Inference Is the Most Important Market in Software

2026-10-05 08:00:00

AI inference is set to surpass the database market to become the most important market in software, reaching ~$350b by 2027. This shifts software unit economics: usage dwarfs platform fees, gross margins compress below classic SaaS norms, and infrastructure becomes the dominant component of COGS.