Nvidia's $110B vendor financing strategy mirrors Lucent's telecom bubble playbook. Analyzing customer concentration, GPU-backed debt, depreciation schedules & cash flow patterns to assess AI bubble risks.

Tomasz Tunguz

07.10.2025

Building Sales Teams in the Age of AI : Office Hours with Chris Klayko of Databricks | Tomasz Tunguz

Join Databricks SVP Chris Klayko to learn how to scale sales teams from $100M to $1B+ with insights from his 20-year journey at Google Cloud, UiPath & SAP.

Tomasz Tunguz

07.10.2025

From Books to Prompts: The Instant Future of Productivity | Tomasz Tunguz

Early adopters are testing productivity systems in hours instead of weeks. The signals suggest AI prompts will eventually subsume the $30 book market.

Tomasz Tunguz

10.10.2025

Congratulations, Robot. You've Been Promoted! | Tomasz Tunguz

OpenAI's Codex went from intern to senior engineer in 12 months. At 92% adoption & 72% more pull requests, the architect-implementer workflow proves AI has graduated beyond junior-level work.

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Circular Financing: Does Nvidia's $110B Bet Echo the Telecom Bubble? | Tomasz Tunguz

Building Sales Teams in the Age of AI : Office Hours with Chris Klayko of Databricks | Tomasz Tunguz

From Books to Prompts: The Instant Future of Productivity | Tomasz Tunguz

Congratulations, Robot. You've Been Promoted! | Tomasz Tunguz

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Tomasz Tunguz