Tomasz Tunguz benchmarks.
5 reports from Tomasz Tunguz. Newest publication first.
All reports
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.