Databricks forecast $4B revenue for FY2026 while Snowflake achieves $4.116B LTM. Nearly identical big customer counts (650 vs 654) but divergent growth trajectories & valuations in the AI-driven data platform race.

Tomasz Tunguz

10.09.2025

10 Months into AI Agents : Which Are Used Most? | Tomasz Tunguz

Analysis of 200 Model Context Protocol tools shows developers prioritize infrastructure & search over entertainment. 54% of MCP usage focuses on code generation, debugging & terminal access - revealing AI adoption patterns.

Tomasz Tunguz

12.09.2025

Developer Relations at Theory | Tomasz Tunguz

Theory Ventures launches developer relations team to share AI building experiences & learn from the community. Discover how VCs are adapting workflows with agents, tool calls, and large action models.

Tomasz Tunguz

13.09.2025

Coffee, Omelettes, and Five-Course Meals: A New Software Menu | Tomasz Tunguz

Discover the rise of ephemeral software & instant questions that complement traditional SaaS. Learn how these short-lived AI applications are revolutionizing enterprise software development & user expectations.

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Tomasz Tunguz

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Two Data Giants, One Revenue Milestone | Tomasz Tunguz

10 Months into AI Agents : Which Are Used Most? | Tomasz Tunguz

Developer Relations at Theory | Tomasz Tunguz

Coffee, Omelettes, and Five-Course Meals: A New Software Menu | Tomasz Tunguz

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Tomasz Tunguz