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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 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.

The $10B FDE Boom

2026-07-07 08:00:00

AI companies have committed $9.75b 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.

AI Worldviews

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.