Tomasz Tunguz benchmarks.
13 reports from Tomasz Tunguz. Newest publication first.
All reports
Banks Accelerating Stablecoin Adoption in 2025: Survey Reveals 90% Taking Action
A Fireblocks survey of banks reveals that 90% are taking action on stablecoins in 2025, with 49% already using them for payments. Banks are adopting stablecoins
Sources of AI Budget Allocation: Survey Analysis of CIO Spending Patterns
Morgan Stanley surveyed CIOs on AI budget sources, finding 41% allocate net new spend, 35% repurpose existing software budgets, and only 6% redirect professiona
2024 Theory Ventures Go-to-Market Survey: Optimism Rises Amid Changing Market Dynamics
The 2024 Theory Ventures Go-to-Market Survey reveals rising founder optimism despite economic headwinds, with founders expecting stable fundraising valuations a
2024 Theory GTM Survey: Analyzing Startup Sales, Marketing, and Efficiency Evolution
Tomasz Tunguz at Theory Ventures launched the 2024 Annual Go-to-Market Survey to track how startups have evolved their sales, marketing, customer success, and c
The Series A Crunch Returns in 2024: Supply-Demand Imbalance in Venture Funding
The venture capital market is experiencing a Series A funding crunch in 2024, similar to 2012, driven by an oversupply of seed investments relative to Series A
NVIDIA's AI Infrastructure Dominance: Growth Metrics, Cloud Economics, and Market Outlook
NVIDIA's data center revenue reached $26B with compute revenue up 5x and networking up 3x, capturing approximately 33% of major cloud providers' capex budgets.
Fundraising Seasonality in Series A: Market Shifts from 2014 to 2022
Tomasz Tunguz analyzes whether fundraising seasonality patterns have changed since 2014, finding that the US software Series A market has become significantly l
The State of Web3 in 2022 through Data
Tomasz Tunguz analyzes the crypto ecosystem's health in 2022 through quantitative metrics including wallet activity, developer engagement, and trading volumes.
Top 10 Insights from the 2022 Startup Sentiment Survey
Analysis of nearly 500 founder responses to a 2022 market conditions survey reveals declining founder sentiment (6.0/10), expectations of slower ARR growth (45%
Benchmarking Amplitude's S-1: How 7 Key Metrics Stack Up
Tomasz Tunguz analyzes Amplitude's S-1 filing, benchmarking seven key financial metrics against SaaS industry standards and predicting a 22x forward revenue mul
Sales Performance Benchmarking During COVID-19: Call Volumes, Deal Terms, and Regional Variance
Analysis of sales prospecting data from 10 million phone calls reveals significant pandemic-driven changes: cold call volumes dropped 67%, discovery calls fell
Sales and Customer Success Performance Benchmarks from 5M Calls
Analysis of Chorus.ai's State of Conversational Intelligence 2020 report, which benchmarks sales and customer success team performance using data from 5 million
Series A SaaS Benchmarks: Growth Metrics, Valuation Trends, and 2016 Market Outlook
Analysis of 50+ fastest-growing Series A SaaS companies reveals significant shifts in fundraising patterns, with average MRR at Series A rising 80% annually to