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Website title: Tomasz Tunguz - Venture Capitalist at Theory Ventures
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On Thursday, July 9th at 9 AM Pacific / 12 PM Eastern, Office Hours will host Sunil Agrawal
Crypto is the quietest part of the venture capital market. Funding is at multi-year lows. The narrative says the space is moribund.
But beneath the surface, something structural is happening.
Crypto is now a top-10 holder of US government debt. Stablecoin issuers hold $165b in US Treasury bills. That is 2.5% of the total $6.1t T-bill market.
To put that i...
The fastest-growing companies in AI are either selling inference or reselling it. They’re its first derivative. But reselling inference at cost is a zero-margin business : a payment rail, not a software company.
So how do you keep 30 points of gross margin or ...
The gap between Databricks and Snowflake was $490m in March. It’s $1.6b today.
Databricks announced it has crossed $6.9b in annualized recurring revenue, up 80% year over year.1 Snowflake’s latest quarter puts them at roughly $5.3b ARR, up 34%.
Today, a Hacker News thread asked a simple question : “Has anyone replaced Claude/GPT with a local model for daily coding?”1 500+ comments later, a clear picture emerged of the local coding stack.