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Tom Tungus

3 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Jun 28, 2017 by Ethan Kurzweil · across every show →

Everything said about Tom Tungus, oldest first

Jun 28, 2017 neutral
Opinion
Kurzweil: Machine Learning Does Not Mandate Fundamental GTM Strategy Shifts
“I'm not sure I agree with that. I think new technologies open up new means of go to markets, but also they make existing ones more efficient.”
Ethan Kurzweil Jun 28, 2017 ▶ 9:39 20VC: Bessemer's Ethan Kurzweil on How To View Pattern Recognition and Deal With The Anti-Portfolio, The Next Frontier In Developer Focussed Businesses & Why eSports Is Interesting Again
Jun 2, 2023 positive
Insight
Tunguz: Execution, not data moats, determines startup success in AI
“I think the answer is the one that it's always been, which is better execution is the moat.”
Tomasz Tunguz Jun 2, 2023 ▶ 11:45 20VC: Who Wins the AI Race; Startups or Incumbents & Does Having Proprietary Data Really Matter For Startups Today?
Jun 2, 2023 bearish
Prediction Didn’t hold up
Tunguz: Only one or two startups can compete in foundation models
“I think at the foundational model layer, that's a big boys game or a big girls game just because of the capital intensity required, both for training and the GPU access and all those kinds of things. So maybe there's a startup or two. That's able to raise a co…”
Tomasz Tunguz Jun 2, 2023 ▶ 12:21 20VC: Who Wins the AI Race; Startups or Incumbents & Does Having Proprietary Data Really Matter For Startups Today?
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