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The first $10t company will be the one that builds a $1t AI compute engine before AI erodes its legacy profit pool.

Drawn from what Tomasz Tunguz said

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semiconductors The chips and the companies that make them: NVIDIA, TSMC, ASML, and what a fab can and cannot do.

What Tomasz Tunguz actually said

  1. Tomasz Tunguz Venture capitalist and founder of Theory Ventures
    The first $10t company will be the one that crosses the trillion dollar chasm before AI erodes its legacy profit pool. Who will be the first $10t company? The one that first crosses the trillion dollar chasm : building a $1t AI compute engine before AI erodes the legacy cash cow paying for the GPUs.

Added to korrents 30 Oct 2026 · How quotes work · Something wrong? Tell us

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