Tomasz Tunguz (@ttunguz) / X
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Tomasz Tunguz
13.4K
posts
Tomasz Tunguz
@ttunguz
Venture capitalist at
@
theoryvc
Student of Startups
Backer of 9 unicorns
Author of
tomtunguz.com
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ttunguz.kit.com/ef0a779b9c
San Francisco, CA
tomtunguz.com
Joined November 2007
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Tomasz Tunguz
@ttunguz
4h
“Writing code by hand is no longer an economically productive enterprise for the vast majority of programmers working at the vast majority of companies."
Article
Thinking in Systems, Shipping in Loops
“Writing code by hand is no longer an economically productive enterprise for the vast majority of programmers working at the vast majority of companies. That’s today. By the end of the year, it will...
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3
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4.8K
Tomasz Tunguz
@ttunguz
23h
Skill distillation : big models teaching local models to work better.
Latest example : Opus optimizing a skill for Qwen 3.6 35B A3B.
Thinking on : 518s, 15,663 tokens, 7/10.
Thinking off : 133s, 2,219 tokens, 10/10.
tomtunguz.com/the-pi-agent-s…
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3.9K
Tomasz Tunguz
@ttunguz
Sep 23
Yesterday, Anthropic released a new model & cut its price. Ninety minutes later, OpenAI did the same.
Most business AI use is the messy middle. It is where the competition is fiercest.
Article
The Most Important Market in AI is the Middle
Yesterday, Anthropic released a new model & cut its price. Ninety minutes later, OpenAI did the same.
Most business AI use is the messy middle: multi-step workflows that need a smart enough model at a...
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12K
Tomasz Tunguz
@ttunguz
Sep 23
Inference is expensive for users. Make it less so or even free!
Koah
@koahlabs
Sep 23
𝗜𝗻𝘁𝗿𝗼𝗱𝘂𝗰𝗶𝗻𝗴 𝗞𝗼𝗮𝗵 𝗮𝗱𝘀 𝗳𝗼𝗿 𝗰𝗼𝗱𝗶𝗻𝗴 𝗮𝗴𝗲𝗻𝘁𝘀
Built to turn dead time into a revenue line.
• Ads appear while agents generate code, run tests, or work through the next step
• Designed for the command line, not adapted from a display ad
•
Show more
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Tomasz Tunguz
@ttunguz
Sep 22
How we work at Theory
Theory Ventures
@Theoryvc
Sep 22
Article
Why We Built a VC Firm Like an Intelligence Agency
When we first started Theory, I asked my partner Tom a simple question: “How do you work?”
That question led us to productionize the decade and a half of investing intuition that had driven his...
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