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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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Is the 3x AI Productivity Gain just a Computer that Never Sleeps?

2026-09-08 08:00:00

OpenAI disclosed that its researchers now supervise 3.14 agent-workdays for every 8-hour human workday. Rather than making programmers three times smarter, software development is turning into a 24-hour factory where inference behaves like heavy tooling capex running multiple shifts.

The Three Waves of AI Consumption

2026-09-07 08:00:00

AI token consumption expands in three waves : chat, a single agent, & a meta-harness orchestrating many agents. Each wave multiplies consumption not through faster generation but through parallelization, & the second wave has already overtaken the first.