Authority · 294 articles in the corpus
Tomasz Tunguz
Articles
Showing 51–75 of 294
2026
· 25
- From Jevon's Paradox to Veblen Goods: How AI Pricing Will Reshape Competitive Advantage
- AI Models as a New Competitive Axis in Software
- A New Axis of Competition
- AI's Bundling Moment: The Shift from Point Solutions to Integrated Platforms
- AI's Bundling Moment
- Chinese Open-Source AI Models Challenge American Dominance: The Cursor Case Study
- AI Agents Replacing Human Labor: Pricing, Economics, and Market Implications
- Speed vs. Intelligence in AI: Why Faster Models Win at Iterative Tasks
- The 12x Bet on AI: Understanding Hyperscaler Capital Expenditure and Revenue Growth Requirements
- The 12x Bet on AI
- Corporate Liability for AI Agents in the Workplace
- AI Infrastructure Shortage: Planning for Constrained Inference Until 2028
- AI Agents Solving Last-Mile Logistics: BackOps' Approach to Package Damage and Claims
- AI Eliminates the Marginal Hire: How Artificial Intelligence is Reshaping Tech Workforce Demand
- AI-Native Organizational Efficiency: How Communication Overhead Drives Productivity Gains
- The Blurring Line Between Human and AI Communication
- AI Commoditization and the Collapse of Net Dollar Retention in SaaS
- Local AI Model Economics: When Frontier Intelligence Costs Less Than Cloud APIs
- From Prompts to Blueprints: Evolving AI Workflows Beyond Micromanagement
- The AI Commoditization Moment: How Generic Models Are Disrupting Frontier AI Pricing
- Databricks Overtakes Snowflake: How AI Shifted the Data Infrastructure Market
- AI-Driven Efficiency: How Tech Companies Are Operating With Half Their Workforce
- The Game on the Field Has Changed
- Hybrid AI Systems: From Fully Agentic to Strategic LLM Integration
- Saudi Aramco's Limited IPO Float Makes It a Poor Precedent for Mega-IPOs Like SpaceX