Authority · 286 articles in the corpus
Tomasz Tunguz
Articles
Showing 76–100 of 286
2026
· 22
- The AI Acqui-Hire Wave
- Sector Rotation to Energy and Materials in 2026: Operating Leverage and Infrastructure Investment
- Can You Fly That Thing? AI Skills and Enterprise Distribution
- How Markets Price AI Risk
- How Markets Price AI Risk
- Google's 52x AI Growth and Infrastructure Economics
- The Other Leverage in Software & AI
- Concrete, Silicon, & Leverage: The $4T AI Infrastructure Debt Cycle
- Scaling Developer Infrastructure: Building Meta's Internal AI Agent for Production Adoption
- AI Agent Behavior on Moltbook: Breaking the 1-9-90 Rule
- $281B From One Customer: Microsoft's OpenAI Concentration Risk and AI Infrastructure Economics
- $281b From One Customer
- Using AI as a Personal Coach: Building a Robotic Coxswain for Meeting Performance
- A Coxswain on Your Shoulder
- Is Your Margin My Opportunity in Software?
- The Model T Comes to Silicon Valley
- AI Managing AI: The Emergence of Specialist Agents and Orchestration Markets
- AI-Driven Market Correction: From Valuation Questions to Relevance Risk
- When the Market Questions Relevance
- The Postmodern Data Stack is AI: How Consolidation is Reshaping Enterprise Data Infrastructure
- Self-Improving AI Loops: Building Software That Debugs Overnight
- Trajectory