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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

Closing Eight Figure Deals in Two Weeks

2026-10-22 08:00:00

Bardia Shahali, VP of Sales at Granola, joins Office Hours to explain how AI-era sales teams run smaller because revenue per rep multiplies, why comp plans moved from annual to quarterly, & why the sales pod splits by layer between infrastructure & application companies.

The GPU Revenue Ladder

2026-10-21 08:00:00

SpaceX's third-quarter report & DeepSeek's inference disclosure together price one GPU card-hour four ways, from DeepSeek's theoretical $38 maximum to SpaceX's realized $2.44. Combined with a payback claim of under a year & a 2027 supply pipeline that is largely unbuilt, the data suggests large-scale inference is a healthy business with room for prices to climb.