tomtunguz.com

Just as feature engineering defined success in classical ML, reward function design now determines which AI agents win. Today it's craft--tomorrow it may require entirely new architectures.

As AI agents handle more tasks, deployment location matters. Enterprises need their own cloud for control & compliance, while consumers benefit from client-side agents for privacy & speed.

As AI becomes our primary news source, are we returning to an era of ABC, NBC & CBS--where three or four major models filter & shape how we understand the world?

Fivetran & dbt Labs merge in all-stock deal. The economics reveal why bundling won over best-of-breed in the modern data stack.

Google's AI token processing reaches 1.3 quadrillion monthly tokens in October 2025, but growth decelerates from 250T to 107T per month. What's driving the slowdown?

OpenAI's Codex went from intern to senior engineer in 12 months. At 92% adoption & 72% more pull requests, the architect-implementer workflow proves AI has graduated beyond junior-level work.

Complete framework for building customer success organizations covering retention strategies, churn mitigation, expansion playbooks, health scoring, CS team structure, metrics, & scaling operations.

Comprehensive guides for startup founders covering SaaS strategy, fundraising, product management, go-to-market, customer success, AI implementation, & data strategy.

Complete framework for go-to-market strategy covering sales model selection, channel strategy, customer acquisition, positioning, sales team structure, marketing strategy, & revenue operations.

Complete framework for building data-driven organizations covering infrastructure, analytics, team structure, governance, & creating competitive advantages through data moats.