If you needed proof that every software company is an AI company, here’s the evidence. 46% of all US venture financings in dollar terms in 2024 were AI. This revolution breeds in every corner of the startup ecosystem : 37% of Seeds, 35% of Series As, 67% of Series Bs, 24% of Series Cs, & 47% of Series Ds were AI companies. Within a year, half of software companies are AI companies.

Tomasz Tunguz

17.12.2024

Desktop, Touch, Browser, Now AI? The Next OS in Computing by @ttunguz

Remember the first time you touched a computer screen instead of typing commands? We’ve lived through distinct epochs of human-computer interaction: the cryptic beauty of command lines, the intuitive dance of graphical interfaces, & the ubiquity of browser-based computing in the SaaS era. 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 pops out, then plot it, & add it to the deck.

Tomasz Tunguz

18.12.2024

My Favorite Books of 2024 by @ttunguz

From the pit lanes of Formula One to the secretive world of commodities trading, from the championship poker tables to storytelling competitions, I enjoyed a wide range of different books this year. Here are my favorites : Every Hand Revealed by Gus Hansen: A hand-by-hand narrative of Professional poker player Gus Hansen winning the 2007 Aussie Millions tournament. Hansen had a unique style at the time, aggressively defending his blinds. The New Map by Daniel Yergin: Pulitzer Prize-winning author Daniel Yergin explores the changing landscape of energy, geopolitics, & climate change.

Tomasz Tunguz

21.12.2024

2025 Predictions by @ttunguz

Every year I make a list of predictions & score last year’s predictions. Here are my predictions for 2025. The IPO market rips. ServiceTitan’s success has revealed the retail & instititutional demand for high growth software. Stripe, Databricks & many others generate huge liquidity for VC funds. The pull from the public market & desire for AI drive M&A to 5 year highs, enabled by a laxer FTC M&A policy. Google continues their surge in AI.

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Tomasz Tunguz

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The Intelligence Imperative: How AI Went From Feature to Foundation by @ttunguz

Desktop, Touch, Browser, Now AI? The Next OS in Computing by @ttunguz

My Favorite Books of 2024 by @ttunguz

2025 Predictions by @ttunguz

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Tomasz Tunguz