Tomasz Tunguz, General Partner at Theory Ventures, publishes near-daily data-driven analysis on how AI is reshaping SaaS, infrastructure, pricing, and go-to-market strategy. Attending his session offers a chance to hear a GP who actively builds his own AI tools articulate where enterprise software is headed as agents, local models, and cost curves converge.

Recent talks (4)

VC: Tomasz Tunguz on AI's $575B Bet, the 5th-Largest Infrastructure Project EverGTMnow Podcast · May 2026The Test That Decides Whether Your AI Pilot SurvivesAI Ready Podcast · Sep 2025Theory Ventures founder on GTM leverage, AI margins, real enterprise TAM, and moreSecond Acts · Sep 2025AI Innovation Isn't Slowing Down, Theory's Tunguz SaysBloomberg Tech · Dec 2025

Public activity researched automatically · as of Jun 2026