LLMs 8
- The AI stack functions as a coupled, chaotic system where changes in one layer affect the others.
- The economics of large scale inference suggest the business model is healthy at scale.
Tomasz Tunguz
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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What Tomasz Tunguz says most about
AI agents 3
- As AI inference costs fall, rising customer expectations will keep service margins from converging toward 100%.
- Safely routing AI tasks to cheaper models requires accumulated observation of many prior task outcomes.
Anthropic 2
- Anthropic should be valued as a cloud company.
- Anthropic's S-1 describes an AI company with an enviable business model, explosive growth, and increasing efficiency.
innovation 2
- AI has now matured enough to deliver on the promises made about it in its early days
- The sophistication of the AI ecosystem is permeating the enterprise more quickly than any previous wave.