Authority · 260 articles in the corpus
Tomasz Tunguz
Articles
Showing 1–25 of 260
Last 30 days
· 11
- Intelligence Per Dollar: The End of AI Subsidies and Token-Maxing
- Tomasz Tunguz's Blog: AI, SaaS, and Startup Strategy Posts
- Skill Distillation: Building Institutional Knowledge Through AI Model Hierarchies
- Software After AI: The Harness Era and Enterprise AI Economics
- SpaceX's Limitless Ambition: An AI Conglomerate
- The First Derivative of Inference
- 2026 Theory GTM Survey: AI's Impact on Sales Team Performance and Efficiency
- Localmaxxing: Running AI Inference on Local Hardware vs. Cloud Models
- AI-Powered Security: Building Agentic Defense Systems for the Enterprise
- Why Anthropic Trades at a 65% Valuation Discount Despite 3x Faster Growth Than Palantir
- AI at Discount
Last 90 days
· 14
- AI-Labor Tradeoffs in Software Engineering: Resiliency Over Throughput
- AI-Labor Trade-offs: Why Resiliency Matters More Than Throughput in Startups
- Ad-Supported AI Economics: How 8 Ads per Day Can Fund Open Model Infrastructure
- All the AI You Need for 8 Ads per Day
- This Week's Sign the Apocalypse Isn't Upon Us
- The $112 Billion Quarter
- Darwinian Specialization in AI: Market Fragmentation and Infrastructure Winners in the Inference Stack
- The Three Questions in AI Sales: Reframing Software Budgets Against Labor Cost Savings
- GPU Spot Prices Surge 114% in Six Weeks: Market Dynamics and Implications for AI Infrastructure Costs
- GPU Spot Prices Surge 114% in Six Weeks
- Competitive Strategy in the Age of AI: The Commoditization Flywheel
- The Evolution of Business Intelligence: From Dashboards to AI-Powered Insights
- SpaceX's $10 Billion Cursor Investment: A Strategic Play for AI Coding Dominance
- The Price of Precision: AI Model Token Efficiency and Cost Economics