tomtunguz.com / Page 2

What happens when AI stops getting cheaper & starts getting more expensive? The implications for software companies are profound.

Intercom & Chroma shipped custom AI models today. Would you choose one software over another because it has a proprietary model with better performance?

The SaaS era was defined by unbundling : find a workflow, optimize it, own it. Salesforce chose sales automation. Slack chose chat. Dropbox chose file sharing. Point solutions won by perfecting single workflows. The playbook : own one pain point,

When a $50 billion American company builds its flagship model on Chinese open-source weights, that's a sign of the criticality of open source to innovation.