What Tomasz Tunguz thinks about innovation

@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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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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13 Oct 2026

Our readingThe sophistication of the AI ecosystem is permeating the enterprise more quickly than any previous wave.

Their wordsOverall, it is clear how quickly the ecosystem is evolving, & how much sophistication has permeated the enterprise, more quickly than any wave we have seen.

↗The Theory 2026 AI Survey Resultstomtunguz.com
4 weeks earlier
15 Sept 2026

Our readingAI has now matured enough to deliver on the promises made about it in its early days

Their wordsToday, AI is in a place where the original promises have now been kept.

↗When Inbound Sells Itselftomtunguz.com 2nd of 2 in this piece