Tomasz Tunguz
speaker
457 appearances
2 recordings
1 series
first heard Jun 2025
last heard 6d ago
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
can be very powerful when there's a new data set to monetize.
Google's with search, clearly Meta's with social, Snapchat, Pinterest, new targeting mechanisms.
I was a product manager on the ad team at Google.
And so this is the way I think about that ecosystem.
Anytime you have a new targeting criterion, you can have a multi-hundred billion dollar company.
And these trajectories are unbelievably valuable.
The average user on Google in the US generates about $120 in ARPU.
it's very easy to see a doubling or tripling of that with these agentic systems.
so I think a lot of us in the venture markets are willing to take that on faith.
He's incredible.
He has this video inside of a barrel.
He's just an exceptional surfer, so
definitely the best one I know.
Surfing the capital markets with you, though.
to
my name's Tomash Dingoos.
I'm founder and general partner of a firm called Theory.
We build really concentrated portfolios and early stage AI and blockchain companies.
We're about ten people strong.
And uh we've worked with nine unicorns in the past and uh just we're about two and a half years old so far.
Showing 141–160 of 457 · page 8 of 23
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