Netflix invented a new role for their data team : the Media ML Data Engineer. Unstructured data is fundamentally different. It’s multimodal & contains derived fields like embeddings, captions, & transcriptions. It’s also at least 80% of the world’s data & essential for the field of AI. This new role highlights how one of the most important companies within the data ecosystem has evolved to promote multimodal data as core. Software engineering & data engineering are fusing.

Tomasz Tunguz

28.08.2025

The Second-Order Effects of AI | Tomasz Tunguz

AI vendor revenue will double classic software in terms of new bookings this year. This trend is so large it’s starting to have second-order effects. MongoDB reported strong Q2 FY'26 results, delivering $591M in revenue with 24% year-over-year growth. AI is causing a second-order effect & a resurgence in growth in Atlas, the cloud-hosted version of MongoDB, which represents 74% of total revenue. We’ve seen a reacceleration within the hyperscalers already, but now the impacts are felt beyond.

Tomasz Tunguz

02.09.2025

The $20/Month Software Revolution | Tomasz Tunguz

How AI coding tools are enabling anyone to build applications for $20/month, disrupting traditional software development & creating new strategic opportunities for founders.

Tomasz Tunguz

02.09.2025

The AI Tide Lifts Databases | Tomasz Tunguz

Discover how AI is driving Snowflake's 32% revenue growth, with AI features now deployed across 50% of accounts and powering 25% of enterprise workloads.

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Tomasz Tunguz

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Netflix's New AI Role | Tomasz Tunguz

The Second-Order Effects of AI | Tomasz Tunguz

The $20/Month Software Revolution | Tomasz Tunguz

The AI Tide Lifts Databases | Tomasz Tunguz

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Tomasz Tunguz