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Tomasz Tunguz

15 statements across 5 episodes · 8 bullish · 1 bearish · 4 people on the record · first statement Aug 3, 2022 by Molly Alter · said 9 times in 8 episodes since 2020 · 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 Jason Lemkin (5), Molly Alter (2), Doug Song (1), Colin Zima (1)

tap a year for its mentions
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023202020212022202320242025episodes it came up in
0011.523202020212022202320242025episodesmentions per episode
2025 2 mentions in 2 episodes 1 per episode
2024 3 mentions in 3 episodes 1 per episode
2023 1 mention in 1 episode
2022 2 mentions in 1 episode
2020 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Tomasz Tunguz, oldest first

Aug 3, 2022 positive
Assertion Supported
Alter: 160% NDR yields 4.2x growth over 120% NDR over five years
“And when the NDR was one 60% versus 120%, the company grew 4.2 times over a five year period.”
Molly Alter Aug 3, 2022 ▶ 11:04 The Metrics that Matter, Whether You Are Raising $1m or $100m | Index Ventures Partner Molly Alter
May 9, 2023 positive
Disclosure
Zima: Omni raised from former Looker board members at First Round and Redpoint
“We have 20 folks on the dot. It's 16 in product and engineering, so very heavy on the build side. And that was intentional because we were fortunate to be able to raise a good amount of capital actually from two former Looker board members at a pair of VC firm…”
Colin Zima May 9, 2023 ▶ 6:59 SaaStr CRO Confidential: Sam Blond + Omni Founder Colin Zima on the Power of Leveraging Your Network
Oct 24, 2024 negative
Assertion Supported
Tunguz: Customer acquisition payback periods increased 12% on average
“We've seen payback here has increased about 12% on average. This is basically linear. It's in line with the increase in sales cycles.”
Tomasz Tunguz Oct 24, 2024 ▶ 10:54 The State of SaaS Go-to-Market l Theory Ventures General Partner Tomasz Tunguz #saas #b2bsaas
Oct 24, 2024 neutral
Assertion Supported
Tunguz: Average SaaS company raised sales quotas 14% year-over-year
“So the average respondents company increased quota, 14% year over year, which is higher than inflation.”
Tomasz Tunguz Oct 24, 2024 ▶ 11:10 The State of SaaS Go-to-Market l Theory Ventures General Partner Tomasz Tunguz #saas #b2bsaas
Oct 24, 2024 positive
Assertion Not checkable as stated
Tunguz: Founders are more positive than in 2022 despite longer sales cycles
“In terms of what we've noticed, founders are more positive today than in 2022, despite the fact that sales cycles are about 12% longer.”
Tomasz Tunguz Oct 24, 2024 ▶ 20:08 The State of SaaS Go-to-Market l Theory Ventures General Partner Tomasz Tunguz #saas #b2bsaas
Oct 24, 2024 neutral
Assertion Supported
Tunguz: Top-quartile SaaS net dollar retention dropped from 130% to 120%
“Top quartile used to be around a 130%. Now it's about a 120%.”
Tomasz Tunguz Oct 24, 2024 ▶ 18:51 The State of SaaS Go-to-Market l Theory Ventures General Partner Tomasz Tunguz #saas #b2bsaas
Oct 24, 2024 positive
Assertion Supported
Tunguz: Top third of SaaS companies saw 40% lead conversion increase
“And then the 70, the second standard, the first standard deviation now, which is that line on the right is actually a 40% increase. In sales qualified conversion. So that means the top third of all businesses actually saw a 40% increase in lead conversion.”
Tomasz Tunguz Oct 24, 2024 ▶ 12:44 The State of SaaS Go-to-Market l Theory Ventures General Partner Tomasz Tunguz #saas #b2bsaas
Oct 24, 2024 neutral
Assertion Not checkable as stated
Tunguz: SaaS survey shows AI has no impact on ARR growth
“AI today has no impact on conversion rate, has no impact on ARR growth, even though people who buy AI perceive it as a meaningful contributor to their overall efficiency gains.”
Tomasz Tunguz Oct 24, 2024 ▶ 20:33 The State of SaaS Go-to-Market l Theory Ventures General Partner Tomasz Tunguz #saas #b2bsaas
Oct 24, 2024 neutral
Assertion Supported
Tunguz: Founders expect valuations to match 2022 and 2023 levels
“They expect their valuations to be the same as in 2023 and the same as in 2022.”
Tomasz Tunguz Oct 24, 2024 ▶ 11:50 The State of SaaS Go-to-Market l Theory Ventures General Partner Tomasz Tunguz #saas #b2bsaas
Jan 31, 2025 positive
Assertion Not checkable as stated
Tunguz: AI app gross margins will expand as inference costs drop 95%
“And when we were looking like a typical software companies, probably at 75% gross margin. Yeah. AI software application companies are like a zero to 30%, and now their single biggest cost has been reduced by 95% overnight, and they didn't have to do a thing.”
Tomasz Tunguz Jan 31, 2025 ▶ 12:15 The Future of AI in B2B SaaS: Insights from Synthesia and Theory Ventures. Hosted by Jason Lemkin
Jan 31, 2025 bullish
Prediction Not checkable as stated
Tunguz: 95% cheaper AI models will drive 10x-100x usage increases
“If DeepSeq like models with great reasoning, and 95% cheaper. Not for companies will just like 10 X or a hundred X the use and probably keep the margins the same to get to a much better user experience. As a way of differentiation, right?”
Tomasz Tunguz Jan 31, 2025 ▶ 18:34 The Future of AI in B2B SaaS: Insights from Synthesia and Theory Ventures. Hosted by Jason Lemkin
Jan 31, 2025 bullish
Prediction Not checkable as stated
Tunguz predicts AI startup margins and multiples will match classic SaaS
“Before they used to have Challenging gross margins. And now they'll probably look the same as SaaS companies, which means you have pretty significant multiple and valuation expansion.”
Tomasz Tunguz Jan 31, 2025 ▶ 12:46 The Future of AI in B2B SaaS: Insights from Synthesia and Theory Ventures. Hosted by Jason Lemkin
Jan 31, 2025 positive
Assertion Supported
Tunguz: Lead VC check sizes are up 42% in 18 months
“Right, but check sizes are up, the lead check sizes are up, 42% in 18 months.”
Tomasz Tunguz Jan 31, 2025 ▶ 2:44 The Future of AI in B2B SaaS: Insights from Synthesia and Theory Ventures. Hosted by Jason Lemkin
Jan 31, 2025
Disclosure
Tunguz: Theory Ventures raised closer to $700M across two funds in 14 months
“A little less than that. Closer to 700, but.”
Tomasz Tunguz Jan 31, 2025 ▶ 2:20 The Future of AI in B2B SaaS: Insights from Synthesia and Theory Ventures. Hosted by Jason Lemkin
May 28, 2025 neutral
Assertion Partly supported
Lemkin: SaaStr LinkedIn Poll Found Only 2% Make AI SDRs Work
“Tomas Tungas came and said he did this survey and no one could get them to work. I didn't have an opinion, but I did it on our LinkedIn poll. We had 3000 folks. Only two percent folks said they get the AISD work.”
Jason Lemkin May 28, 2025 ▶ 38:19 AI, Sales + GTM in 2026: This Changes Everything with Jason Lemkin and Owner CRO Kyle Norton
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