Tomasz Tunguz
Aftermarket Harnesses
Yeltsin in the AI Aisle
Google's Cloud Revenue Converges to NVIDIA's Growth Rate
AI Engineering Productivity is Anything But Normal
Open Models Tack Toward the Frontier
The Blank Slate AI Strategy
The Harness Is the New Battleground
The AI Colander
Three Years In
8.9 Million AI Users
The AI Preflight Check
The $10B FDE Boom
AI Worldviews
Search
Most AI Work Can Wait
The CIO's Choices are Clear in 2026
When AI Costs More Than the Engineer
What If There Is No Moat Yet?
Full Sail on Asynchronous Inference
Defending Against AI-Powered Attackers
The Quietest Part of Startupland isn't so Quiet
So You Want to Sell Inference
Databricks Widens the Lead on the Yellow Brick Token Path
5x for Free : The Local Coding Stack
The Golden Age of AI Applications
A CEO's Cost of Capital Advantage
The AI Glass Ceiling
The Substitution Wave in AI
The Minimill of AI
Local in Reality
Intelligence Per Dollar
The Thriving Ecosystem of Open Models
The AI Skepticism Map
Skill Distillation
Security in the Age of AI Agents: Office Hours with Jonathan Jaffe
Software After AI
Agent Gravity : Who's Running Your Agents
Plastic User Interfaces
SpaceX's Limitless Ambition : An AI Conglomerate
The Unsustainable Subsidy
Observations on Writing with AI
The First Derivative of Inference
What Would AI Email Cost?
The 6 Messages That Actually Matter
2026 Theory GTM Survey
Localmaxxing
Securing the Agentic Enterprise
AI at Discount
Optimizing Software Factories
When Everyone Is a Key Person in Your Company
All the AI You Need for 8 Ads per Day
This Week's Sign the Apocalypse Isn't Upon Us
Timing Cashflows of Your Sales Commissions and Your Customers
Darwinian Specialization in AI
The $112 Billion Quarter
The Three Questions in AI Sales
GPU Spot Prices Surge 114% in Six Weeks
Competitive Strategy in the Age of AI
Intelligence About Business
A $10 Billion Call Option
AI Begins to Specialize
A Proactive System of Intelligence for Security
The Beginning of Scarcity in AI
The Jagged Frontier of AI Security
Founders, Equip Your Agents
The AI Problem Matrix
Emerging from the Mythos
The AI Problem Matrix: Where the Largest Opportunity Hides
When Will Anthropic Surpass NVIDIA?
Pocket Power : From State of the Art to Your Phone in 23 Months
Tokenmaxxing
Marketing in the Agentic Era
Veblen & Jevon Walk Into a Data Center
A New Axis of Competition
AI's Bundling Moment
Cursor, Kimi & the Open Source Imperative
The Pricing Power of Agents
The Robotic Tortoise & the Robotic Hare
The 12x Bet on AI
The 12x Bet on AI
You Are Responsible for Your Agent
Hello, Claude? Are You There?
One Billion Lost Packages
The Marginal Hire
The Org Chart Math Behind AI-Native Speed
Is This Tomasz's Agent?
The Sword of Damocles in Software
Data Center Intelligence at the Price of a Laptop
Not Prompts, Blueprints
Would You Buy Generic AI?
Databricks Overtakes Snowflake
SRE Diaries: Hunting Tool Loop Patterns in the Julius Agent
The Game on the Field Has Changed
Is AI Doing Less & Less?
Why Saudi Aramco Isn't a Proxy for SpaceX
AdSense for AI
FIXED: Empty Response Issue with Fireworks.ai Tasks
SpaceX, OpenAI & Anthropic IPOs : A $3 Trillion Stress Test
9 Observations from Building with AI Agents
A Third, A Third, A Surprising Third
Will I Be Paid in Tokens?
The AI Acqui-Hire Wave
The 2026 Rotation
Can You Fly That Thing?
How Markets Price AI Risk
Google's 52x AI Growth
The Other Leverage in Software & AI
Building Developer Infrastructure at Scale : Office Hours with Jim Everingham
Dissecting the Internet's Most Novel Creature
Moltbook & the Persistence of Participation Inequality
Moltbook: The First AI-Only Social Network
$281b From One Customer
A Coxswain on Your Shoulder
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
Coffee, Omelettes, and Five-Course Meals: A New Software Menu
Developer Relations at Theory
10 Months into AI Agents : Which Are Used Most?
Two Data Giants, One Revenue Milestone
What It Feels Like to Build in AI
A Living Market Map