AI coding assistants have rewritten distribution rules overnight, but negative margin economics threaten sustainability. Here's how enterprise revenue concentration offers a path forward.
Start Your NewsReadery Pro FREE TRIAL!
| | |
tomtunguz.com / Page 2
Tomasz Tunguz by @ttunguz
Groupon grew, in just a year & a half, from a staff of a few hundred to 350. Revenue & bookings also grew. It grew swiftly, & the company was valued at over a billion after just 16 months in business. It was the fastest company to ever reach this ...
One of the hardest method models to break is how disposable AI generated content is. When asking me to generate one blog post, why not just ask it to generate three, pick the best, use that as a prompt to generate three more, and repeat until you ...
GPT-5 achieves 94.6% accuracy on AIME 2025, suggesting near-human mathematical reasoning. Yet ask it to query your database, and success rates plummet to the teens. The Spider 2.0 benchmarks reveal a yawning gap in AI capabilities. Spider 2.0 is a .. ...
Perplexity AI just made a $34.5b unsolicited offer for Google's Chrome browser, attempting to capitalize on the pending antitrust ruling that could force Google to divest its browser business. Comparing Chrome's economics to Google's existing Safari ...
In 1999, the dotcoms were valued on traffic. IPO metrics revolved around eyeballs. Then Google launched AdWords, an ad model predicated on clicks, & built a $273b business in 2024. But that might all be about to change : Pew Research's July 2025 ...