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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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A Change in AI Strategy

2026-10-07 08:00:00

AI models have reached commodity status as prices fall 41% while token usage surges 50%. To win relative share, labs should partner & resell models, control the user interface where distribution becomes the moat, & capture routing data to reduce the cost of training future models.

How to Automate Inbound

2026-10-06 08:00:00

Jeanne DeWitt Grosser, COO of Vercel, walks through the construction of the company's inbound sales agent: one GTM engineer at 20% time, a prompt written by the top SDR, six weeks of human-in-the-loop QA, & the eventual migration from a 1,000-line prompt to 14 deterministic rules with the model reserved for judgment.