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Tomtunguz (auto-discovered)

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00:00
2026-08-03
tomtunguz.com
generative-ai

AI is a Terrible Ghostwriter

In a personal essay, a writer argues that AI is a poor ghostwriter because it produces a generic voice, but a great editor for improving clarity and rigor. The author describes deliberately using uniq…

00:00
2026-07-28
tomtunguz.com
artificial-intelligence

Aftermarket Harnesses

Endor Labs found that OpenAI's GPT-5.5 scored 61.5% functional correctness in its native Codex harness but 87.2% in Cursor's harness, a 25.7-point swing, while Anthropic's Opus 4.7 scored 87.2% in Cla…

00:00
2026-07-23
tomtunguz.com
artificial-intelligence

Yeltsin in the AI Aisle

OpenRouter, an AI model marketplace, shows that OpenAI's year-old GPT-OSS 120b model commands 36% of Anthropic's Opus 4.8 volume, illustrating market segmentation. The author replaced Gemma 4 26b with…

00:00
2026-07-22
tomtunguz.com
artificial-intelligence

Google's Cloud Revenue Converges to NVIDIA's Growth Rate

Google Cloud grew 82% year-over-year to $24.8 billion in Q2 2026, beating the $22.3 billion consensus, and its growth rate now mirrors NVIDIA's. CFO Anat Ashkenazi said Google began recognizing revenu…

00:00
2026-07-21
tomtunguz.com
artificial-intelligence

AI Engineering Productivity is Anything But Normal

AI engineering productivity gains of 3x or more are now documented across multiple companies, with NVIDIA reporting a 3x increase in committed code across 30,000 developers with flat bug rates, Amplit…

00:00
2026-07-20
tomtunguz.com
artificial-intelligence

Open Models Tack Toward the Frontier

Open-source AI models are rapidly closing the gap with closed-source frontier models, as Moonshot shipped Kimi K3 (2.8T parameters) on July 16, Alibaba previewed Qwen 3.8 (2.4T parameters) on July 19,…

00:00
2026-07-16
tomtunguz.com
artificial-intelligence

The Blank Slate AI Strategy

Thinking Machines Lab released Inkling, a 975-billion-parameter open-source AI model trained from scratch on 45 trillion tokens, as a generalist base for customization. The model launched on the compa…

00:00
2026-07-14
tomtunguz.com
ai-ethics

The Harness Is the New Battleground

Microsoft CEO Satya Nadella and Palantir CEO Alex Karp both warned in the same week that enterprise data is at risk of being absorbed into AI vendors' intellectual property, as AI models learn from us…

00:00
2026-07-13
tomtunguz.com
artificial-intelligence

The AI Colander

AI models retain between high single digits and 40% of customers after five months, with the stickiest foundational cohorts near the top of that range, according to a study by OpenRouter and a16z. The…

00:00
2026-07-10
tomtunguz.com
artificial-intelligence

Three Years In

Theory Ventures, a venture capital firm founded three years ago on the premise that AI would reshape software, reports that the market has exceeded bullish expectations, with frontier models moving to…

00:00
2026-07-09
tomtunguz.com
artificial-intelligence

8.9 Million AI Users

Ollama, an AI platform that simplifies running open-source models locally, has reached 8.9 million developers and is used by 85% of the Fortune 500. The company raised $65 million in Series B funding …

00:00
2026-07-08
tomtunguz.com
artificial-intelligence

The AI Preflight Check

A developer built an AI agent with a memory architecture that runs preflight instructions, retrieving relevant skills from a library of ~90 workflow files before executing tasks. The system uses a loc…

00:00
2026-07-06
tomtunguz.com
artificial-intelligence

AI Worldviews

The Economist ran 25 frontier AI models through the World Values Survey, revealing significant ideological diversity among them. Models like GPT-4o and DeepSeek R1 are near-twins despite different ori…

00:00
2026-07-01
tomtunguz.com
artificial-intelligence

Most AI Work Can Wait

Most AI agent teams prioritize model selection over system architecture, but the key to cost efficiency is a router that directs 70-80% of traffic to local or async models, cutting AI spend by 90%. Co…

00:00
2026-06-30
tomtunguz.com
ai-infrastructure

The CIO's Choices are Clear in 2026

Public software markets reveal CIOs are prioritizing AI infrastructure and security over business applications, with Infrastructure & Dev Tools up 68.5% and Security up 17.6% in the past year, while B…

00:00
2026-06-29
tomtunguz.com
artificial-intelligence

When AI Costs More Than the Engineer

Anthropic spends 2.3 times its payroll on AI compute, equating to $2 million per employee annually, while the median company spends just $137 per engineer per year. A bull scenario projects the AI bil…

00:00
2026-06-25
tomtunguz.com
ai-infrastructure

Full Sail on Asynchronous Inference

Sail Research, founded by Neil Movva and Samir Menon, announced a Series A investment from Kleiner Perkins, Redpoint, and Sequoia for its asynchronous inference platform that reduces costs by up to 6x…

00:00
2026-06-24
tomtunguz.com
ai-safety

Defending Against AI-Powered Attackers

Office Hours will host Glean CISO Sunil Agrawal on July 9 to discuss how AI compresses attack timelines, erodes traditional detection clues, and forces security teams to adapt with new processes and t…

00:00
2026-06-22
tomtunguz.com
artificial-intelligence

So You Want to Sell Inference

AI companies selling inference must choose between cost-plus and value-based pricing to maintain margins. Cost-plus caps margins as inference commoditizes, while value-based pricing decouples revenue …

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