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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

AI Comes for the If Statement

2026-09-21 08:00:00

Machine-native models replace human-facing text generation with zero-token typed execution, cutting inference costs by orders of magnitude for basic programming primitives.

The Harness Margin Opportunity

2026-09-17 08:00:00

A UC Berkeley study finds the harness sets the price of an answer : GPT-5.6 Sol costs 71% less on Pi than on Claude Code, the same model returning the same result, & none of the 42 harness comparisons shows a statistically significant quality difference. Two startups bidding on the same $250k contract earn 38% & 75% gross margins depending on what they built around the model, & the cheaper one pays back its sales cost in half the time. Effective harnesses take a deep customer understanding, relevant evals & a factory for automating hill climbing.