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
For early stage software companies.
Yeah.
The other dynamic is sort of like this credit dynamic where you buy access to AI credits.
That's older.
You look at Snowflake with the remaining performance obligation, same idea.
Today and people are annualizing.
It's not really ARR, but at scale, you have a sense for the overall
consumption patterns of your your your customers and so you can you can annualize it.
But the first one is really hard.
And so like
Rewind ten years, a top decal company would go zero, one, five.
So at the time when you were valuing a company at four or five hundred million, you had twenty four months of longitudinal data.
And you could look at those patterns.
Today, if you're valuing an AI company, it might be a quarter into its history before it hits three, four, five hundred million in valuation.
So you're basically taking the same risk uh at that round as you would be at the seed because you have the only additional information you have is whether there's great c customer adoption.
Yeah.
Right.
But you don't know whether how long it will last.
great question.
Okay, so in the dot-com era, you had this dynamic where you had these circular ecosystems.
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