We’re in the Groupon Era of AI. Remember when Groupon exploded with a new business model spurring on countless competitors (including in China)? Tom Tunguz writes that AI feels eerily similar right now. The rapid adoption of AI mirrors Groupon’s […]
“It’s different now. When I manage spreadsheets, I don’t want to manipulate formulas anymore. Instead, I want to instruct the computer as I would explain to a colleague : “run the correlations on these variables to see if anything meaningful […]
“In the bustling tech campuses of 2024, the age of passive AI – systems that merely respond to our queries – is giving way to something far more profound: the era of AI agents. As we look to 2025, we’re […]
“Whenever there are “too many” of fundraises of one type, the next round becomes the hardest to raise. In 2024, the Series A Crunch has returned. Software companies that have achieved the previous era’s milestone, $1m or more in ARR, […]
Tom Tunguz presentation about the 4 questions: layer; market; moat; ai depth. I liked that the author shares the prompts for the AI images he used in the slide deck. Example: “A robot working on a rocket in a laboratory […]
From Tom Tunguz: “In 2021, I estimated that airdrops were 4-7x as expensive as spending venture dollars on sales & marketing. This second analysis shows that Uniswap’s token launch falls within those bounds.” ~ learn more
Tom Tunguz muses about the parallels between public and private markets, and whether passive investing will take permanent hold in the venture capital market. There’s some basis for it, as it’s not like Series F/G/H investors are very involved in […]
Real-time brainstorming has a handful of known challenges that limit its effectiveness. Tom Tunguz writes: “Remote work changes this for brainstorming meetings and collaboration broadly defined. The secret is Google Docs.” | learn more
Tom Tunguz analyzed the venture market to understand where in the cycle we are. “We are 12 years into the longest bull market in US history and this bullishness has powered the venture market. Investors deployed $117 billion in 2019 […]
From VC Tom Tunguz. One spoiler: AI is still 🔥🔥🔥. “The answer has changed quite a bit over the last 8 years. Some sectors have hit their apogee and are declining. Others have grown by more than 3x. Yet others […]