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Website title: Tomasz Tunguz - Venture Capitalist at Theory Ventures
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The popular narrative of AI infrastructure is a tidy relay race : first GPUs were scarce, then memory choked throughput, then CPUs took the strain, & finally storage started to bite.
The pricing data says the relay is real but slow. Some components plunged before they surged. Each bottleneck freezes the next component’s supply chain, but the lag runs in years, &...
Local AI models can already answer 89% of everyday chat & reasoning queries as well as a frontier cloud model, a result that holds broadly across more than a million real queries & 20+ local models tested.1
That means we’re generating more intelligence per watt of electricity : more work from the s...
“This garment is previously unmanufacturable.”
How I AI, on Yana Welinder1
Software is powerful only after someone learns its interface. Figma speaks in layers & components, Salesforce in accounts & opportunities, CAD in splines & constraints. Each vocabulary takes time to learn, &...
Your laptop can now run a model as capable as nearly anything in the cloud. I swapped Qwen3.8-27B into my agent & it works brilliantly. This bird flies differently than a plane.
This little Qwen model ranks #1 of 135 models, scoring 52 on Artificial Analysis’s Intelligence Index, a point above GLM-5.2, the state-of-the-art open-source model from Z.ai, at 753b param...
Every model you’ve ever used froze the day its training ended. The answers are the same even if you have used it every day.
What if a model kept learning as you use it?
A GPS learns a persistent shortcut around daily traffic on northbound Highway 101, not just a one-time reroute. Test-time training does that to a model as it works.