What Tomasz Tunguz thinks about semiconductors
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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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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Their wordsThe first $10t company will be the one that crosses the trillion dollar chasm before AI erodes its legacy profit pool. Who will be the first $10t company? The one that first crosses the trillion dollar chasm : building a $1t AI compute engine before AI erodes the legacy cash cow paying for the GPUs.