What Tomasz Tunguz thinks about benchmarks

@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.

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Only Tomasz Tunguz on benchmarks. See everyone on benchmarks

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

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1. 7 Oct 2026

   Our readingIn a commoditizing market, the platform that aggregates volume wins over the lab with a marginal benchmark lead.

   Their wordsIn a commoditizing market, the spoils do not accrue to the lab with a marginal benchmark lead, but to the platform that aggregates the volume.

   ↗A Change in AI Strategytomtunguz.com