I want to see how you use AI. The biggest challenge to AI adoption is reimagining workflows, AI is best discovered socially. Midjourney’s launch on Discord was brilliant. As a new user, I knew enough to ask for an image of a rabbit on a firetruck. But by watching others, I discovered I could create vector images, recast photos into Ghibli-style art, change aspect ratios, or convert photos to pencil-shaded drawings.

Tomasz Tunguz

19.04.2025

Integrations as Competitive Advantage by @ttunguz

Software systems work best when they’re connected to each other. For years, incumbents use deep integrations as a competitive moat. But AI upends this dynamic. A few of our portfolio companies are starting to develop integrations with AI in a matter of hours, completely upending the two or three quarter timeframes of classic enterprise integration development. This enables two important impacts to the sales cycle. First, the integration a customer desires can be built during the sales cycle, demonstrating the startup’s technical agility.

Tomasz Tunguz

22.04.2025

Rabbits on Firetrucks Redux by @ttunguz

Two years ago I published an image of a rabbit on a fire truck to demonstrate how effective image generation was for blog posts. The conclusion at the time : the images were unusable. In 2025, the opposite is true - with one caveat. Prompt: Coupa & Thoma Bravo logos each in front of a cloud with a plus sign between them. 2023 2025 Two years has brought tremendous professionalism to new image.

Tomasz Tunguz

24.04.2025

Tokenization as a SaaS Liquidity Option by @ttunguz

When you buy a stock or a bond, do you know which database that transaction is running on? I’m sure the answer is no, but the database will change & that has far-reaching implications. data via Allium Blackrock’s tokenized Treasury fund, BUIDL, has amassed $2b of treasuries so far, with a recent significant surge. This fund is still a bit smaller than BlackRock’s classic Treasury Fund BYTXX at $21b. Tokenized assets, stocks and bonds on blockchains, are at just the beginning.

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Tomasz Tunguz

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Social AI by @ttunguz

Integrations as Competitive Advantage by @ttunguz

Rabbits on Firetrucks Redux by @ttunguz

Tokenization as a SaaS Liquidity Option by @ttunguz

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Tomasz Tunguz