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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

The Blank Slate AI Strategy

2026-07-16 08:00:00

Slate Auto's $24,950 customizable pickup truck & Thinking Machines' Apache-2.0 Inkling model pursue the same strategy: ship a deliberately unremarkable, general-purpose base cheap & let customers build value through customization. That business model funds open source in AI.

The Harness Is the New Battleground

2026-07-14 08:00:00

The harness, the software wrapping the model, is becoming the strategic asset. It decides what data flows in, what gets logged, & what gets used to train the next model.

The AI Colander

2026-07-13 08:00:00

AI customer retention sits between mobile games and social networks. Frontier models keep the crown for about 41 days, and the price of a given level of intelligence falls roughly 10x per year, giving buyers more leverage every cycle.

Three Years In

2026-07-10 08:00:00

How AI reshaped the software stack, venture stage definitions, and the firms that win over three years.

8.9 Million AI Users

2026-07-09 08:00:00

Ollama makes open models effortless to run locally on a laptop or in the cloud with the same experience. 8.9m developers, 67,000 integrations, & partnerships with every major model lab & hardware vendor. Theory led the Series B.

The AI Preflight Check

2026-07-08 08:00:00

A working memory architecture for AI agents : preflight retrieves the right skill from a long-term library, a local model executes, & a watchdog reads the trail overnight to update the library.