What Tomasz Tunguz thinks about Anthropic
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.
We collected these quotes from things they published elsewhere, and every quote links to where it was said. They have no account here and have not endorsed this site. Quotes are word for word; the short line under each one is our own restatement, not their wording. Their own site. Is this you? Claim it or ask us to remove it. Or tell us what is wrong here.
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2 dated positions, 2026, in their own words. Our reading of what Tomasz Tunguz has said — not written or endorsed by them.
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Their wordsAnthropic’s S-1 describes an AI company with an enviable business model, explosive growth, & increasing efficiency.
↗Anthropic S-1 Analysis: How 7 Key Metrics Stack Uptomtunguz.com
- 8 days earlier
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Their wordsAnthropic is considered an AI company, but it should be valued as a cloud.