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Website title: Tomasz Tunguz - Venture Capitalist at Theory Ventures
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On Tuesday, October 20th at 10 AM Pacific, Office Hours will host Bardia Shahali, VP of Sa...
What if AI models have just reached commodity status? In early 2025, we debated whether labs would become the airlines of the AI industry : high cost, low margin businesses with undifferentiated products.
Over the past month, the evidence has mounted :
OpenAI cut prices on Luna by more than 80% to win share.Jeanne DeWitt Grosser, COO of Vercel, joined me on Office Hours to walk through how she & her team actually built the agent that now runs the top of Vercel’s sales funnel.
It started with one engineer.
Vercel founded a go-to-market engineering team ...
If a founder built a startup in the database market in the mid-2010s, 2% market share meant the company could IPO. No surprise the database was the most important software category in that era.
Inference is about to surpass it.
Do we grow software or do we design it?
Vibe-coding is growing software. Start with the germ of the idea. Iterate on it. Let’s try this. Poke the petri dish with a bit of glucose ; oh...