What Tomasz Tunguz thinks about energy

@tomasz-tunguz · 21 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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1 dated position, 2026, in their own words. Our reading of what Tomasz Tunguz has said — not written or endorsed by them.

1 position so far — this page is not yet offered to search engines.

4 Nov 2026

Our readingThere will be a consistent active ceiling on energized compute, creating structural upward pressure on GPU prices per hour.

Their wordsThere will consistently be an active ceiling on energized compute, which will keep structural upward pressure on GPU prices per hour.

↗Watts in Store for 2027 : The AI Ceilingtomtunguz.com