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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Well, so like consumer in investing has been a challenge, I think, over the last decade, it aside from a handful of names.

We were we've been wondering about consumer investing, try to understand what is the key use case.

I'd heard one of the most interesting ideas was a social network for AI bots that you would watch them talk to each other.

So the three of us would train a bot, we'd each put it into a message uh a message board and then watch them talk.

Uh and I I thought, you know, but could that be interesting over time?

But I do think we'll see uh explosive growth in some of these applications.

Some of these applications.

Yeah.

So I don't I mean even in chess, right with Deep Blue, nobody watches those those chess algorithms play against each other.

Yeah, you could just watch Stockfish on Stockfish all day long and it would be

We try to find ways not to have to compete.

I mean the platform funds have they run a very different strategy, right?

They're the big chip stack at the poker table.

And so we can't play a big chip stack game.

Uh we do have the fund sizes to be able to write similar size checks at the seed and the series A.

And that's a deliberate strategic decision so that the companies that we back are not at a disadvantage in terms of balance sheet.

But in terms of competing head on where they're strong, I think that'd be foolish for us to embark on that journey.

Yeah.

So we we have to find our own way of uh convincing founders we're the right firm for them to work with.

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