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Tomasz Tunguz

12 statements across 1 episodes · 3 bullish · 2 bearish · 1 people on the record · first statement Apr 21, 2023 by Tomasz Tunguz · said 55 times in 25 episodes since 2015 · across every show →

On the record as a speaker too: Tomasz Tunguz's record, appearances and statements → this page counts the times other people say the name.

Mentions by year

brought up most by Harry Stebbings (20), Jason Lemkin (7), Eric Ver Ploeg (6), Moisey Uretsky (5), Scott Dorsey (2), Mark Suster (2), Karthik Sridharan (2), Samir Kaji (1)

tap a year for its mentions
0084158201520162017201820192020202120222023202420252026episodesmentions
048201520162017201820192020202120222023202420252026episodes it came up in
002.5458201520162017201820192020202120222023202420252026episodesmentions per episode
2026 2 mentions in 1 episode
2025 7 mentions in 3 episodes 2 per episode
2024 3 mentions in 2 episodes 2 per episode
2023 5 mentions in 3 episodes 2 per episode
2020 2 mentions in 1 episode
2019 5 mentions in 1 episode
2018 1 mention in 1 episode
2017 6 mentions in 3 episodes 2 per episode
2016 15 mentions in 7 episodes 2 per episode
2015 9 mentions in 3 episodes 3 per episode

every mention, scene by scene, with the transcript →

Everything said about Tomasz Tunguz, oldest first

Apr 21, 2023 negative
Insight
Tunguz: Government Regulation Systematically Benefits Market Incumbents
“I think regulation on the whole, as a, one, it benefits incumbents because the cost of adhering to regulations are significant.”
Tomasz Tunguz Apr 21, 2023 ▶ 40:51 Tomasz Tunguz: How I Raised $230M; ChatGPT vs. Google; How LLMs Work; Trump vs DeSantis | E1004 · 20VC with Harry Stebbings
Apr 21, 2023
Insight
Tunguz: Startups with fanatical users in early markets surprise on upside
“The thing that I've learned is that the startups are the ones who create the markets. And so if you have a rabid user base in a really early market, it will most of the time surprise you on the upside.”
Tomasz Tunguz Apr 21, 2023 ▶ 54:46 Tomasz Tunguz: How I Raised $230M; ChatGPT vs. Google; How LLMs Work; Trump vs DeSantis | E1004 · 20VC with Harry Stebbings
Apr 21, 2023 bullish
Prediction Open · timeframe Apr 2033
Tunguz: AI Will Generate 70% to 80% of Code Within 10 Years
“I think it'll probably be 70 to 80%, and the reason I say that, I bet that 40%, a lot of it is what's called boilerplate code.”
Tomasz Tunguz Apr 21, 2023 ▶ 37:32 Tomasz Tunguz: How I Raised $230M; ChatGPT vs. Google; How LLMs Work; Trump vs DeSantis | E1004 · 20VC with Harry Stebbings
Apr 21, 2023 positive
Disclosure
Tunguz: Looker was his top cash-generative DPI investment
“It was Looker. And you know, the story there was in 2012, Redshift was the fastest growing product inside of AWS, and Tableau was the dominant BI product. And there was a thesis that there would be a new BI product that would be architecture for the cloud.”
Tomasz Tunguz Apr 21, 2023 ▶ 58:30 Tomasz Tunguz: How I Raised $230M; ChatGPT vs. Google; How LLMs Work; Trump vs DeSantis | E1004 · 20VC with Harry Stebbings
Apr 21, 2023
Assertion Partly supported
Tunguz: Going Public with $100M Revenue Costs $15M in Year One
“Today, if you have a hundred million in revenue, it costs, then it costs you fifteen million dollars in your first year to go public.”
Tomasz Tunguz Apr 21, 2023 ▶ 41:02 Tomasz Tunguz: How I Raised $230M; ChatGPT vs. Google; How LLMs Work; Trump vs DeSantis | E1004 · 20VC with Harry Stebbings
Apr 21, 2023
Disclosure
Half of Theory Ventures' $230M fund came from new LP relationships
“So about 50% of the capital was for new relationships, about half of the capital.”
Tomasz Tunguz Apr 21, 2023 ▶ 4:04 Tomasz Tunguz: How I Raised $230M; ChatGPT vs. Google; How LLMs Work; Trump vs DeSantis | E1004 · 20VC with Harry Stebbings
Apr 21, 2023
Disclosure
Tunguz ran 150 LP meetings to raise $230M Theory Ventures fund
“It took about a 150 LP meetings. So the fundraising market was a very challenging one over the last couple of months, I'd say, but it took about a 150 meeting about a 150 LPs. And the way I thought about it was, I mean, you know me, I thought about it just lik…”
Tomasz Tunguz Apr 21, 2023 ▶ 3:01 Tomasz Tunguz: How I Raised $230M; ChatGPT vs. Google; How LLMs Work; Trump vs DeSantis | E1004 · 20VC with Harry Stebbings
Apr 21, 2023 neutral
Insight
Tunguz: Enterprise buyers in early markets prefer bundled software over best-of-breed
“So my learning has been that in early markets, people want bundling. They want bundling because they don't yet understand the tech, the technology moving so fast that most people don't really understand it end to end. But they want the technology to solve a pr…”
Tomasz Tunguz Apr 21, 2023 ▶ 34:24 Tomasz Tunguz: How I Raised $230M; ChatGPT vs. Google; How LLMs Work; Trump vs DeSantis | E1004 · 20VC with Harry Stebbings
Apr 21, 2023
Disclosure
Up to a third of Theory Ventures LPs committed before meeting in person
“Maybe I want to say like a quarter to a third of the LPs I only met after they committed in person. And that's probably an overhang from COVID where a lot of funds were raised entirely virtually and people are comfortable.”
Tomasz Tunguz Apr 21, 2023 ▶ 13:19 Tomasz Tunguz: How I Raised $230M; ChatGPT vs. Google; How LLMs Work; Trump vs DeSantis | E1004 · 20VC with Harry Stebbings
Apr 21, 2023 bearish
Prediction Not checkable as stated
Tunguz: Macroeconomic conditions will deteriorate by end of 2023
“I think we will probably be in a worse place by the end of 23.”
Tomasz Tunguz Apr 21, 2023 ▶ 52:22 Tomasz Tunguz: How I Raised $230M; ChatGPT vs. Google; How LLMs Work; Trump vs DeSantis | E1004 · 20VC with Harry Stebbings
Apr 21, 2023 bullish
Opinion
Tunguz: VC success odds are higher at AI application layer than infrastructure
“And so if the analogy holds, then you really, you know, as an investor, it's the odds of success are going to be significantly higher at the application layer because the diversity of needs there is greater.”
Tomasz Tunguz Apr 21, 2023 ▶ 31:31 Tomasz Tunguz: How I Raised $230M; ChatGPT vs. Google; How LLMs Work; Trump vs DeSantis | E1004 · 20VC with Harry Stebbings
Apr 21, 2023
Disclosure
Tunguz capped Theory Ventures' largest LP check at 12% of fund
“I think the largest LP is no more than 12% of the fund.”
Tomasz Tunguz Apr 21, 2023 ▶ 5:48 Tomasz Tunguz: How I Raised $230M; ChatGPT vs. Google; How LLMs Work; Trump vs DeSantis | E1004 · 20VC with Harry Stebbings
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