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Tomasz Tunguz

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Website title: Tomasz Tunguz - Venture Capitalist at Theory Ventures

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Yesterday Microsoft added a new metric to a model release card, one that will likely become a standard.1


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Competition is a discovery procedure. — Friedrich Hayek

And developers are discovering the value of open models.

OpenRouter offers a useful view into the model market.1 It is not the whole AI economy. But it is close to the API frontier, where developers can switch models quickl...


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With Michael Burry 1 & Leopold Aschenbrenner 2 placing heavy short trades on AI, questions about GPU depreciation, & the Saaspocalypse, how negative is the financial market on AI?

We can look at th...


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I’ve been using state-of-the-art models to teach small models running on my computer how I work.

My personal agent, based on Pi, runs my inbox, my deal pipeline, my blog publishing, my calendar, & my research. It looks less like a chatbot & more like a small operating...


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When security practitioners become engineers, the mission changes from managing people to architecting the automated policies that govern an agentic world.

Jonathan Jaffe, CISO at Lemonade, joined me on Office Hours to discuss what this means for how we build, secure, &...


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