Authority · 294 articles in the corpus
Tomasz Tunguz
Articles
Showing 1–25 of 294
Last 30 days
· 4
- How Large is the AI Circle? Infrastructure Investment vs. Application Revenue in the AI Era
- The GPU Revenue Ladder: Pricing Tiers in AI Inference Economics
- Closing Eight Figure Deals in Two Weeks: Building Sales Organizations in AI Infrastructure vs. Applications
- A Change in AI Strategy: Commoditization and the Path to Competitive Advantage
Last 90 days
· 6
- Inference Is the Most Important Market in Software
- How to Automate Inbound: Building Production AI Agents for Sales
- The Harness Margin Opportunity
- Is the 3x AI Productivity Gain just a Computer that Never Sleeps?
- The Price of Entry to the Frontier: How AI Access Consolidation Reshapes Enterprise SaaS Economics
- NVIDIA's $108B Quarter: Hyperscaler Saturation and the Rise of Supplier Financing
2026
· 15
- Three Years In: How AI Reshaped Venture Capital, Software Economics, and Market Opportunity
- Most AI Work Can Wait: Optimize AI Spending Through Routing Architecture Over Model Selection
- The Golden Age of AI Applications
- The Minimill of AI
- Intelligence Per Dollar: The End of AI Subsidies and Token-Maxing
- Tomasz Tunguz's Blog: AI, SaaS, and Startup Strategy Posts
- Skill Distillation: Building Institutional Knowledge Through AI Model Hierarchies
- Software After AI: The Harness Era and Enterprise AI Economics
- SpaceX's Limitless Ambition: An AI Conglomerate
- The First Derivative of Inference
- 2026 Theory GTM Survey: AI's Impact on Sales Team Performance and Efficiency
- Localmaxxing: Running AI Inference on Local Hardware vs. Cloud Models
- AI-Powered Security: Building Agentic Defense Systems for the Enterprise
- Why Anthropic Trades at a 65% Valuation Discount Despite 3x Faster Growth Than Palantir
- AI at Discount