2026-07-07 08:00:00
AI companies have committed ~$10B in 12 months to build forward-deployed engineering teams. The post analyzes three structural models, the talent math, & whether FDEs create a moat or a toll booth.
2026-07-06 08:00:00
The Economist scored 25 frontier AI models on the World Values Survey. Lab of origin is a weaker predictor than training & alignment choices : Gemini & Qwen are neighbors, GPT-4o & DeepSeek R1 are near-twins, & DeepSeek R1 & DeepSeek V4 Flash are strangers. Worldview is invisible in code generation. In business analysis, forecasts, hiring, & policy work, it is a live input.
2026-07-03 08:00:00
Search the tomtunguz.com archive of essays on AI, SaaS, startups, and venture capital.
2026-07-01 08:00:00
Prioritize routing over model choice. Most AI work runs on cheap local models.
2026-06-30 08:00:00
The CIO's choices are clear in 2026. Across 87 public SaaS & platform companies, only Infrastructure & Dev Tools (+68.5% 1Y) & Security (+17.6% 1Y) are positive; the other three sectors are down. Category, not growth, separates winners from losers : the market buys the AI stack & sells the seat-priced application layer.
2026-06-29 08:00:00
Anthropic spends 2.3x its payroll on compute — $515k per engineer per year at today's $224k fully-loaded salary. The top 1% of software companies spend $89k, the median $137. Three 2029 scenarios bracket how that gap closes.
