tomtunguz.com

Software systems work best when they're connected to each other. For years, incumbents use deep integrations as a competitive moat. But AI upends this dynamic. A few of our portfolio companies are starting to develop integrations with AI in a matter ...

I want to see how you use AI. The biggest challenge to AI adoption is reimagining workflows, AI is best discovered socially. Midjourney's launch on Discord was brilliant. As a new user, I knew enough to ask for an image of a rabbit on a firetruck. .. ...

We don't often hear the words speed & ERP in the same sentence. But when researching Doss, we heard it again & again. We've always believed fast sales cycles create competitive advantage - nowhere is this more true than enterprise software. Imagine . ...

I've been watching my behavior evolve as I use AI more. Coding new projects, I started first by describing a big idea : generate a new website that ingests podcasts and transcribes them. But I quickly discovered this approach was like asking someone ...

Pricing is one of the most complex topics in software. Changing pricing is never simple. It is a company-wide evolution that has the potential to completely reshape your entire business & your customer relationships. Few have executed this transition ...

With another tariff induced red-tinged day hammering markets, I wondered: Do private markets follow public ones? The data suggests yes--but with a delay & at a fraction of the magnitude. A 1% increase in Nasdaq's (QQQ) quarterly return translates to ...

The new tariffs have markets down broadly. What do they mean for startups?1 In terms of first order effects, tariffs can impact a startup in two ways : the input costs and consumers' demand. Most software companies don't import or source critical ...

We're excited to announce our Head of AI, Bryan Bischof, and our first entrepreneur in residence, Philip Zelitchenko. A practicing professor of data science at Rutgers and a Math PhD, Bryan has spent the past two decades building AI and data science ...

As startups scale, effective sales implementation becomes the difference between stagnation and sustainable growth. After analyzing hundreds of sales organizations across startups, I've distilled the key pieces of advice that founders and leaders ...

71% of exit dollars in 2024 came from a new avenue : secondaries. Historically, IPOs and M&A have been the dominant exit paths for venture backed companies. Some years IPOs dominate, other M&A dominates, but in 2024 secondaries captured the super ...