“So you're kind of approaching the billion user number in consumer AI. I think we'll definitely surpass that this year.”
quote is from the automated transcript, cleaned for reading:
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More from Tomasz Tunguz
PredictionNot checkable as stated
Tunguz: AI agents will deliver significant enterprise ROI by 2026
“And I think in twenty-twenty-five, going back to your first question, we'll make some pretty material advances there, where the predictability is much better, and that will lead into, I think, twenty-twenty-six, where we'll start to see pretty significant ROI …”
Tomasz TunguzJan 23, 2025▶ 4:45Inside Theory Ventures: Tomasz Tunguz’s $688M Thesis on Go-To-Market Disruption · Sourcery with Molly O'Shea
PredictionOpen · timeframe Jan 2030
Tunguz: AI inference costs will drop by another 1,000x
“I think you've seen a thousand X reduction in overall inference costs in the last three years. I think we'll probably see another thousand X reduction.”
Tomasz TunguzJan 23, 2025▶ 10:12Inside Theory Ventures: Tomasz Tunguz’s $688M Thesis on Go-To-Market Disruption · Sourcery with Molly O'Shea
PredictionNot checkable as stated
Tunguz: Small language models will dominate enterprise AI adoption
“So I think we'll start to see particularly the enterprise small language models dominate.”
Tomasz TunguzJan 23, 2025▶ 12:00Inside Theory Ventures: Tomasz Tunguz’s $688M Thesis on Go-To-Market Disruption · Sourcery with Molly O'Shea
Opinion
Tunguz: The $250B annual search marketing market is up for grabs
“There's two hundred fifty billion in search engine marketing spend every year, and so all of that is now totally up for grabs.”
Tomasz TunguzJan 23, 2025▶ 13:59Inside Theory Ventures: Tomasz Tunguz’s $688M Thesis on Go-To-Market Disruption · Sourcery with Molly O'Shea
Disclosure
Tunguz: Theory Ventures invests in data, AI, and blockchains as modern databases
“Every software company, every product that will be built for a user that's That on a computer will have data as its fundamental building blocks, and so we invest in data systems, databases, visualization. We invest in AI, both at the infrastructure and the app…”
Tomasz TunguzJan 23, 2025▶ 27:18Inside Theory Ventures: Tomasz Tunguz’s $688M Thesis on Go-To-Market Disruption · Sourcery with Molly O'Shea
AssertionSupported
Tunguz: In Q1 2024, Ethereum was world's most profitable software entity
“Ethereum in the first quarter of 24 produced on a percentage basis is the most profitable software company in the world. And on a aggregate dollars basis, six largest producer of cash, it's worth seven snowflakes put together. It's three hundred fifty billion …”
Tomasz TunguzJan 23, 2025▶ 31:33Inside Theory Ventures: Tomasz Tunguz’s $688M Thesis on Go-To-Market Disruption · Sourcery with Molly O'Shea
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