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 […]
Tom Tunguz shares some data about how yesterday’s series A is today’s seed round. More importantly, there are now a variety of funding formats in between, so entrepreneurs can customize to fit their business. But definitely ignore the names of […]
Tom Tunguz shares a different way to think of startup valuations closely tied to growth rates. If a startup is growing at 100%, 90% and 80% in the next 3 years, that means 85% of the value of the business […]
VC Tom Tunguz details his strategy for answering the pitfall-ridden question “What do you think?” Instead of presuming to lecture someone who probably has better insight into the problem, he instead probes their decision-making process to help them find their […]