korrents

← People and their mental models

Tomasz Tunguz's mental models

2 claims Tomasz Tunguz made fit 2 mental models. Most often: Bottlenecks, Second-order thinking. Everything they said here.

Models they name

Their own words name the idea.

Bottlenecks

A system moves only as fast as its narrowest point; speed up anything else and nothing changes.

Used by 88 others

Models we see in what they say

Our reading: their claim applies the idea without naming it. The claim is theirs; filing it here is ours.

Second-order thinking

Ask "and then what?": follow a decision past its first effect to the ones that come after.

Used by 86 others

As AI inference costs fall, rising customer expectations will keep service margins from converging toward 100%.

  1. Tomasz Tunguz Venture capitalist and founder of Theory Ventures Margins will not climb to 100%. As inference gets cheaper, buyers will ask more of their agents, shifting the equilibrium over time in response to competition. The Harness Margin Opportunitytomtunguz.com · 17 Sept 2026All korrents from this piece
    Their wordsMargins will not climb to 100%. As inference gets cheaper, buyers will ask more of their agents, shifting the equilibrium over time in response to competition.

    ↗The Harness Margin Opportunitytomtunguz.com

    17 Sept 2026