Venture capitalist and founder of Theory Ventures, previously a partner at Redpoint. Writes a near-daily blog on startups, SaaS metrics, data and AI.
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2 of Tomasz Tunguz's claims fit 2 mental models. Most often: Bottlenecks, Second-order thinking.
A system moves only as fast as its narrowest point; speed up anything else and nothing changes.
Their wordsThe bottleneck is not the model, it is the codified workflow.
Ask "and then what?": follow a decision past its first effect to the ones that come after.
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.