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
And ultimately like if you got out at the right time, you made an unbelievable multiple.
But if you got out at the wrong time, you you could have lost your shirt pretty significantly.
And that was, you know, there's a great parallel here, which is these businesses, the foundation models, they require huge capex.
I mean
The open AI data center Stargate at full deployment will consume as much electricity as all of Eng as all of Ireland.
Right, just to give it people with sense of skill.
Sounds exciting.
And so, you know, like there's there's a lot going into them.
The business models are unclear.
A lot of them have been unwilling to show advertisements because
Yeah, more ads you show, the greater the consumer deflection or bounce rates.
Uh and then some of like Anthropic is more B to B, Chat uh Chat G B Open AI is more B to C.
But yeah.
And then the capital markets, we'll see how long they're able to to sustain, but the you know.
Yeah.
on, guys.
Pleasure to meet
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