Tomasz Tunguz
speaker
457 appearances
2 recordings
1 series
first heard Jun 2025
last heard 16 Sep
Tomasz Tunguz’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Sep 2026 with 1.
Appearances
Uh every Monday we get together we talk about different market maps and what what are research projects.
And I'll give you an example.
We had this amazing intern last summer.
He walked in one day and he said, I think the future of AI is not with GPUs.
It's with uh ASICs or specialized circuits that are focused on AI.
And if you believe that, then here are all the investable opportunities.
And so we debated that.
So we go through different market maps every Monday and then we have this team that has we have different departments, right?
So there's a team that builds internal software, team that builds the the sales teams for our portfolio companies.
There are people who manage a buyer network, 200 people strong.
And the idea is, well, if we can also have an investing team and we're looking at elephants in the dark and each one of us has a flashlight, then maybe with that composite view we'll have a more refined perspective on an early stage software company and ultimately make better investment decisions.
our own work, but uh but we use I mean, it's always great to see other market maps out there and and have different perspectives, right?
Because we're all trying to figure it out at the same time.
dug into it some.
I mean you've seen I mean Google's been investing in TPUs for a really long time.
You have the Amazon inferentiate chips, Microsoft.
Yep.
Yeah.
Have have their own.
I think and then NVIDIA announced this week or at least there was a Wall Street Journal article talking about how NVIDIA's pushing into managed cloud
Showing 181–200 of 457 · page 10 of 23
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