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Tomasz Tunguz

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Website title: Tomasz Tunguz - Venture Capitalist at Theory Ventures

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The AI market today is bacon in a hot skillet. Everything is sizzling, moving, & changing at an incredible pace. We’re all watching it closely.

Market share is fluid because no one yet knows what AI can do & the second we think have grasped it, models improve. The href="https://tomtunguz.com/gemini-3-proves-pretraining-scaling-laws-intact/" target=...

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Two revelations this week have shaken the narrative in AI : Nvidia’s earnings & this tweet about Gemini.

The AI industry spent 2025 href="https://www.reuters.com/technology/artificial-intellig...

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70% of production AI teams use open source models. 72.5% connect agents to databases, not chat interfaces. This is what 375 technical builders actually ship - & it looks nothing like Twitter AI.

70% of tea...

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Ten months ago, DeepSeek collapsed AI training costs by 90% using distillation - transferring knowledge from larger models to smaller ones at a fraction of the cost.

Distillation works like a tutor training a student : a large model teaches a smaller one. href="#fn:1" cl...

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By Monday lunch, I had burned through my Claude code credits. I’d been warned ; damn the budget, full prompting ahead.

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