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Tomasz Tunguz

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Website title: Tomasz Tunguz - Venture Capitalist at Theory Ventures

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State of the art models are two-thirds smarter than they were last November. The frenetic pace of improvement is sustained, two new models every three days. 1


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Nobody told them to attack Hugging Face. They were told to pass the exam.

Which raises the question : was the AI benevolent with accidentally bad behavior, seemingly benevolent but actually malevolent, or something else?

On Friday I shared the timeline : agents that escaped their sandbox, found a weakness in a computer system, stole passwords, & broke into a...


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The collapse in SaaS has depressed multiples. But in nearly every category, a leader thrives.

CrowdStrike trades at 3.9x the security median ; Cloudflare at 3.4x infrastructure ; &...


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How does the market value an AI harness?

We now have enough data points to draw some initial conclusions. Harvey, Legora & Sierra each announced crossing $100m in annual recurring revenue within nine months of each other, & Ramp & Decagon bracket them at $1.4b & $35m.1

The answer var...


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AI systems are eager to please. Give them a goal & in their ones & zeros, they yell “How high!!”

In fact, they simply won’t stop until they achieve the /goal.

OpenAI detailed just how resolute agents can be at this week’s security conference.1

When OpenAI forgot to upload a file neede...


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