Recent content on Tomasz Tunguz
966 followers 2 articles/week
The First $100m ARR AI Security Company

Palo Alto Networks, the largest security software company in the world, worth roughly $82b, announced earnings this week. There are three interesting themes : AI is a big business for them already. Internally, the efficiency gains are impressive. They’ve embarked on a platform strategy 5 years ago & there are some positives but also some significant...

Thu Feb 22, 2024 19:41
Nobody Knows : Steel & Blockchains

Asking “What problems do blockchains solve?” is like asking “What problems does steel solve over, say, wood?” Blockchain networks are a new construction material for building a better internet. This section in Read Write Own, Chris Dixon’s book, has been bouncing in my brain for the last few weeks. Very few people know whether today’s apps are...

Tue Feb 20, 2024 20:14
One of the Biggest Public Offerings in 20 Years

The Bitcoin exchange-traded funds (ETFs) launched on January 12, approximately one month ago. On the first day, investors bought over $655 million and nearly $2 billion within the first three days. Since then, the figure has grown to an impressive $4.6 billion. It’s not a fair comparison but for fun, we can compare the Bitcoin interest to the largest...

Fri Feb 16, 2024 20:55
Building a $20b Behemoth : Office Hours with Steven Goldfeder of Offchain Labs

On February 23rd at 10am Pacific time, Office Hours will host Steven Goldfeder. Steven founded Offchain Labs, the company behind Arbitrum, a web3 project worth $21b as of this writing. Arbitrum is a L2, a layer 2, that sits atop Ethereum, improving its performance & cost to write transactions. Steven authored many of the seminal papers behind...

Thu Feb 15, 2024 21:46
The Sudden Repricing of Startups in Early 2024

We’re entering a new pricing environment for software: AI vs non-AI. It’s only happened in the last few weeks. Recent earnings have pushed some of the most important companies to all-time highs. Company Performance Confluent 34% Cloudflare 21% ServiceNow 20% Microsoft 14% This dynamic doesn’t favor everyone....

Fri Feb 9, 2024 21:33
AI Design Patterns

As we’ve been researching the AI landscape & how to build applications, a few design patterns are emerging for AI products. These design patterns are simple mental models. They help us understand how builders are engineering AI applications today & which components may be important in the future. The first design pattern is the AI query...

Mon Feb 5, 2024 18:40

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