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

So those databases can be extremely valuable.

It's 15th largest buyer of US treasuries.

So it's absolutely uh an essential market for us to continue to pay attention to.

And then the other thing that we're really monitoring, we believe that in the next 10 years, every major software product will have a Web3 component.

And that's because

Today the cost of compliance across a bunch of different geographies is really challenging.

You look at Germany has very specific data locality laws, UAE has different laws, twenty-six states in the US have different laws.

Whole lot better for a customer to custody their own data and selectively approve access, and then software vendors no longer in the business of having to comply with all of these laws because they can computationally guarantee that they adhere to the policy.

So we go back to the question.

Yeah, great question.

So I think initially there's a lot of value in having access to proprietary data, like YouTube or maybe like Cursor has with the initial uh or GitHub with the access or copile with the initial access to GitHub.

I think over time the more valuable and rare data asset is the feedback loop.

What do you actually do with that with a prompt?

Like is is the

video the polar bear with the Coca-Cola actually the right one.

That feedback loop is incredibly important.

And the more of them that you have, the better the models that you'll produce.

Um and I think that's also particularly true of distillation.

I mean with distillation, you look at what happened with Deep Seek, right?

They were just pegging a bunch of different APIs and then copying copying the results and able to to copy really quickly, which is why it was really surprising to me actually to see the deep research

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