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
Multi stage.
Well, we we primarily invested the series A.
Average check size in fund one was say, call it uh 13, 14.
Average check size in fund two is closer to twenty two to twenty-five.
Yeah.
And so we're able to write a pretty significant lead check.
Uh and and as I said, I think capital now, just because of how much of it there is, it's if you're if you're a founder and you're competing in a category and you don't have a balance sheet that's at least commensurate with your
competition, you're a pretty significant disadvantage.
So we do want to mitigate that.
But we can offer a different kind of experience, right?
We can if we're only working with say 10 companies in fund one, we can be a whole lot more active with those portfolio companies, particularly as they go from series A to series B.
Yeah, well I mean
We've invested, we've had a lot of success in in L1s in the past.
We we uh was the second largest investor in SWE, which is a forty to fifty billion dollar blockchain.
Uh we've invested in a company called Allium, which provides data to many of the largest financial institutions uh in the US, including Stripe, three of the top five Bitcoin ETFs and and others.
So I think the database layer is really attractive.
You look at Ethereum.
Uh worth seven snowflakes.
Q one of last year produced four hundred million in free cash flow, which on a percentage basis made it the single largest producer of cash of any publicly traded software company.
And then on a on an aggregate basis, sixth largest producer of any publicly traded software company.
Showing 261–280 of 457 · page 14 of 23
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