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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

Segmentation Drives Market Share Wins in AI

2026-09-29 08:00:00

Anthropic & OpenAI both re-rated their run rates in 2026 by segmenting : a mandatory enterprise repricing against an 80% price cut on the cheapest tier.

How GPU Prices Can Double While AI Gets Cheaper

2026-09-28 08:00:00

GPU rental prices doubled in six months while inference prices kept falling. The reconciliation is efficiency : the hinge that turns scarce silicon into cheap intelligence.