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Tomasz Tunguz

What Tomasz Tunguz thinks about AI agents

@tomasz-tunguz · 17 positions · On ppll ↗

Venture capitalist and founder of Theory Ventures, previously a partner at Redpoint. Writes a near-daily blog on startups, SaaS metrics, data and AI.

Tomasz Tunguz did not write this page.

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Only Tomasz Tunguz on AI agents. See everyone on AI agents

3 dated positions, 2026, in their own words. Our reading of what Tomasz Tunguz has said — not written or endorsed by them.

3 positions so far — this page is not yet offered to search engines.

  1. Our readingSafely routing AI tasks to cheaper models requires accumulated observation of many prior task outcomes.

    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

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

    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

  4. 2 days earlier

  5. Our readingWhat 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