实时热榜
Tomer Tunguz
- 01AI WorldviewsThe Economist scored 25 frontier AI models on the World Values Survey. Lab of origin is a weaker predictor than training & alignment choices : Gemini & Qwen are neighbors, GPT-4o & DeepSeek R1 are near-twins, & DeepSeek R1 & DeepSeek V4 Flash are strangers. Worldview is invisible in code generation. In business analysis, forecasts, hiring, & policy work, it is a live input.
- 02SearchSearch the tomtunguz.com archive of essays on AI, SaaS, startups, and venture capital.
- 03Most AI Work Can WaitPrioritize routing over model choice. Most AI work runs on cheap local models.
- 04The CIO's Choices are Clear in 2026The CIO's choices are clear in 2026. Across 87 public SaaS & platform companies, only Infrastructure & Dev Tools (+68.5% 1Y) & Security (+17.6% 1Y) are positive; the other three sectors are down. Category, not growth, separates winners from losers : the market buys the AI stack & sells the seat-priced application layer.
- 05When AI Costs More Than the EngineerAnthropic spends 2.3x its payroll on compute — $515k per engineer per year at today's $224k fully-loaded salary. The top 1% of software companies spend $89k, the median $137. Three 2029 scenarios bracket how that gap closes.
- 06What If There Is No Moat Yet?At the application layer, moats are lagging, earned through scale & brand. At infrastructure, capital intensity demands a leading moat at founding.
- 07Full Sail on Asynchronous InferenceThe inference market is the largest in software. AI workloads are shifting from synchronous chat to asynchronous, multi-turn agents that run for hours. Sail Research builds fleet-aware orchestration to maximize throughput per dollar of inference spend.
- 08Defending Against AI-Powered AttackersSunil Agrawal, CISO at Glean, joins Office Hours to discuss what security readiness looks like when attackers use frontier models for reconnaissance, phishing, deepfakes, and exploit generation.
- 09The Quietest Part of Startupland isn't so QuietStablecoins hold $165b in US T-bills, more than China or Switzerland. Hyperliquid generates $610m annualized fees. Gold, oil, & stocks trade 24/7 on crypto perpetual markets.
- 10So You Want to Sell InferenceReselling inference at cost is a zero-margin business. The margin question is cost-plus vs. value-based pricing. Optimization is a cost lever under either, with distillation defensible for a while. BYOK breaks cost-plus & spares value-based.
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