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.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Sep 2026 with 1.
Appearances
Well it's already happening.
Right.
And you could say, I want that deep research query, but I need it in five minutes.
Am I willing to spend a hundred dollars on that query?
Yeah, it's a great question.
I mean, all of the existing companies are looking to retain their users and expand.
And I think the dynamic here is like historically you've had like last 10 years all been subscription, and now you have AI usage, AI credits.
I would guess, just given our usage on some of these platforms, that the AI credit usage is probably two to three times the size of the subscription revenue fully deployed.
And so you you need as a software company, in order
Hit some of these growth rates.
And I'm sure you guys saw like the V0 chart.
Yep.
You need exposure to those kinds of use cases and those credits just to be able to compete.
And then you want to retain those users.
And you're right.
Like, I mean, you know, there's the chat interface.
There's like three or four interfaces that everybody's building.
There's a chat interface, there's the app builder interface, and then there's like the workflow builder interface, the SDR equivalent.
Like what, how do I enrich a lead?
And you have like the
Showing 341–360 of 457 · page 18 of 23
← Previous
Next →