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Tomasz Tunguz

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Website title: Tomasz Tunguz - Venture Capitalist at Theory Ventures

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In 1908, 253 American automobile manufacturers competed for the market1. By 1929, just 44 remained. The assembly line didn’t just change how cars were made. It changed who got to make them.


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AI Managing AI

Talented people get promoted to management. So do talented models. Claude manages code execution. Gemini routes requests across CRM & chat. GPT-5 can coordinate public stock research.

Why now? Tool calling accuracy crossed a threshold. Two years ago, GPT-4 succeeded on fewer than 50% of function-calling tasks. Models hallucinated parameters, called wrong endpoints,...


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Will designers design first in a world where AI can code software immediately, or just describe the design? Will large enterprises pay for premium observability when AI can migrate & monitor open source competitors?

As Michael Mauboussin writes, there’s informati...


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After a decade of success, the modern data stack has entered consolidation. What comes next?

The postmodern data stack is AI.

The modern data stack created more than $100 billion in market cap with a simple promise : move the data via ETL, tran...


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This week I chatted with an acquaintance who mentioned a board game. I caught half the title & looked for the full title & Amazon link using my AI in Asana.


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