Tomasz Tunguz
Is Your Margin My Opportunity in Software?
The Model T Comes to Silicon Valley
AI Managing AI
When the Market Questions Relevance
The Postmodern Data Stack is AI
Software That Debugs Itself While I Sleep
A Third Time Up the Roller Coaster
Dead Companies Walking
Eleven Steps to the Epiphany[^1]
Open APIs Are Over
Trajectory
The Text Box Isn't Enough
The Done List
Gross Profit per Token
My Favorite Books of 2025
Motive S-1 : How 7 Key Metrics Stack Up Against Samsara
Scoring 2025's Predictions
Scoring 2025's Predictions
11 Predictions for 2026
Thursday is Podcast Day
A Flash of Deflation
The Bifurcation in the AI Market
Is Your AI Funded by Junk Bonds?
The Average Founder Ages 6 Months Each Year
The Two Context Databases Powering Enterprise AI
The AI Value Gap : Where Does the $7,000 Per Seat Go?
Streaming Comes into the Fold
From 10 to 31 Tasks Daily : The Agent Inflection Point
Top 10 Posts of 2025
Vercel's AI Sales Agent : 10 SDRs Down to 1 in Six Weeks
Private Equity : The New Distribution Channel for AI Startups
The Bacon & the Skillet: When Does the AI Market Congeal?
The Scaling Wall Was A Mirage
What 375 AI Builders Actually Ship
Teaching Local Models to Call Tools Like Claude
Running Out of AI
Datadog: As Reliable as Your Golden Retriever
Are We Being Railroaded by AI?
A 1 in 15,787 Chance Blog Post
OpenAI's $1 Trillion Infrastructure Spend
Small Data Becomes Big Data
$555B of Cloud Spend
The Growth Premium Persists in SaaS Valuations
Product-Market Fit is No Longer Static
Engineering for the AI-Native Era : Office Hours with Calvin French-Owen
From Columns to Rewards: Automating the Two Pillars That Drive Modern AI
Where Is Your AI Running?
Good Morning & Good Luck
The Modern Data Stack Enters Its Bundling Phase
Is Token Consumption Slowing Down?
OpenAI Calls Codex a Senior Engineer
Congratulations, Robot. You've Been Promoted!
A Founder's Guide to AI Implementation
A Founder's Guide to Customer Success
A Founder's Guide to Data Strategy & Analytics
A Founder's Guide to Go-to-Market Strategy
A Founder's Guide to Product Management
Startup Guides & Resources
From Books to Prompts: The Instant Future of Productivity
Building Sales Teams in the Age of AI : Office Hours with Chris Klayko of Databricks
Circular Financing: Does Nvidia's $110B Bet Echo the Telecom Bubble?
Data & AI Infrastructure Are Fusing
Adding Complexity Reduced My AI Cost by 41%
From A to B Without Inventing Letters
The Efficient Frontier of AI
The Math of Hypergrowth: Two Paths to the Same Goal
Is T3D2 Dead? Has AI Killed It?
The Post-AI Org Chart
Beyond a Trillion : The Token Race
How AI Tools Differ from Human Tools