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 over the last 12 months — 1 in all, peaking in Sep 2026 with 1.

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TBPN · S&P 500 at Historic Highs, Neuralink Update | DJ Seo, Tejpaul Bhatia, Tomasz Tunguz, Kendrick Nguyen, Kirsten Green · 27 Jun 2025 podcast

That hasn't been the case, right?

I mean you saw NVIDIA this year trade down initially and now I think it's

Yeah, it's it's done really, really well since then, maybe since February.

Since then, maybe since February.

And if Jensen can diversify to a couple of other business lines, particularly along the inference.

Yep.

Yeah.

There's I mean, I don't know what the TAM is for inference, but it's probably measured in the billions, if not you know.

How do we measure the

No, I think that's exactly right.

I there's definitely a power law that governs consumer companies.

I mean, you look at the size of Facebook and Google, both of them consumer companies.

The second place in both of those markets we don't really talk about.

And even Amazon, also power law, outcome.

Yeah, exactly right.

And so that's typically the way that those consumer markets work, where you think about the distribution of outcomes in B2B, it's much more, say, uh Gaussian, right?

There's like a a bell bell shape.

And so I

definitely think that's the case.

I don't you know, we were I had heard initially

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