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Website title: Tomasz Tunguz - Venture Capitalist at Theory Ventures
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The old sales motion asked : what’s your software budget for this category?
The new motion asks customers three questions :
What’s your software budget? What’s your total labor budget? What do you want that ratio to be in three years?That third question shifts a software sale into a strategic planning conversation, the same conversation every board is having ...
NVIDIA’s latest GPU rental prices on the Ornn Compute Price Index hit $4.95 per hour this week, up from $2.31 in early March : a 114% surge in six weeks.1
The price spread over prior-generation chips doubled from ...
Google commoditized its complements : free maps, free email, free browsers, a free mobile OS. They removed every toll booth between the user & search.
Search Ad Revenue Original Search Engine The technical leap that started the feedback loo...“BI became dashboards. And now it is re-expanding to business intelligence.”
— Colin Zima, CEO & co-founder, Omni
Colin describes how AI fuses structured & unstructured data, and why the future of business intelligence isn’t a better dashboard.
A support leader at one of Omni’s customers went through 75 pages of...
SpaceX announced a partnership with Cursor today : a $10 billion collaboration with a $60 billion acquisition option later this year.1
The most important market in AI isn’t chatbots, search, or image generation. It’s coding. Cursor is the fastest-growing developer tool in history, at $2 ...