Tomasz Tunguz
Venture capitalist and founder of Theory Ventures, previously a partner at Redpoint. Writes a near-daily blog on startups, SaaS metrics, data and AI.
Everything they publish, on ppll ↗
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Their wordsRouting to a cheap model is only safe if you know which tasks it clears, & that knowledge comes from watching ten thousand versions of the same work.
↗The Harness Margin Opportunitytomtunguz.com 1st of 2 in this piece
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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 2nd of 2 in this piece
- 2 days earlier
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Our reading
What limits AI automating a workflow is how well the workflow is codified, not the underlying model
Their wordsThe bottleneck is not the model, it is the codified workflow.
↗When Inbound Sells Itselftomtunguz.com 1st of 2 in this piece
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Their wordsToday, AI is in a place where the original promises have now been kept.
↗When Inbound Sells Itselftomtunguz.com 2nd of 2 in this piece