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Tomtunguz (auto-discovered)

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16:17
2026-05-29
tomtunguz.com
artificial-intelligence

The Unsustainable AI Subsidy

Google's AI pricing has tripled annually, while OpenAI's flagship model rose after a period of subsidy and Anthropic's most powerful models saw a price decrease. The three vendors now all face increas…

00:00
2026-05-29
tomtunguz.com
artificial-intelligence

Skill Distillation

A developer has created a system called "skill distillation" that uses frontier AI models like Opus 4.7 and GPT-5.1 to write procedural skill files, which are then executed by smaller local models lik…

00:00
2026-05-27
tomtunguz.com
ai-agents

Software After AI

The end of the software era has begun, replaced by the "harness era" in which companies must domesticate powerful but wild AI through seven disciplines including context retrieval, tool integration, a…

00:00
2026-05-26
tomtunguz.com
ai-agents

Agent Gravity : Who's Running Your Agents

Databricks released a new feature that simplifies how Power BI customers manage data and build AI agents on its platform, effectively diverting workloads from Microsoft's competing Fabric offering. Th…

00:00
2026-05-22
tomtunguz.com
artificial-intelligence

Plastic User Interfaces

Salesforce has adopted a headless architecture, allowing salespeople to update deal sheets via AI without logging into the platform, as companies increasingly use Model Context Protocols to enable Eng…

00:00
2026-05-21
tomtunguz.com
artificial-intelligence

SpaceX's Limitless Ambition : An AI Conglomerate

SpaceX filed its S-1 on Wednesday, revealing a three-segment conglomerate generating $18.7 billion in 2025 revenue from its Space, Starlink, and AI businesses. Starlink dominates with $11.4 billion in…

00:00
2026-05-20
tomtunguz.com
artificial-intelligence

The Unsustainable Subsidy

Google's AI pricing has tripled annually, while OpenAI's flagship model rose after a period of apparent subsidy, and Anthropic held steady before cutting costs on its most powerful models. The three v…

00:00
2026-05-18
tomtunguz.com
generative-ai

Observations on Writing with AI

Tom Tunguz, a writer of 16 years, tested an "AI editorial council" of three different models—Gemini, Claude, and OpenAI Codex—to edit his fourth draft, but the result was a "fingerpaint disaster" as e…

00:00
2026-05-15
tomtunguz.com
artificial-intelligence

The First Derivative of Inference

AI inference has become the fastest-growing market in technology, projected to reach $250 billion within seven years, surpassing the database market. Companies like Anthropic, Google Cloud, Datadog, a…

00:00
2026-05-14
tomtunguz.com
artificial-intelligence

What Would AI Email Cost?

A state-of-the-art AI email solution would cost between $22 and $130 per month in raw model expenses, with a software company likely charging around $500 per year for a fully agentic product. That pri…