SaaS, Venture Capital, and Market Analysis by Tomasz Tunguz
$165b in U.S. Treasury bills held by crypto stablecoins, Tomasz Tunguz notes
Tomasz Tunguz highlights the growing influence of crypto in traditional finance, noting that stablecoin issuers now hold $165 billion in U.S. Treasury bills. He points out that this amount ...
Tomasz Tunguz: Sales strategies depend on cost-plus or value-based pricing
Tomasz Tunguz highlights a fundamental distinction present in every sales pitch, focusing on the differences between cost-plus pricing and value-based pricing. He suggests that this choice shapes ...
SAP leads data-focused companies in size and growth, Tomasz Tunguz notes
Tomasz Tunguz highlights that among data-focused companies, only SAP is larger in scale. He points out that at 80 percent, SAP surpasses peers such as CrowdStrike, which is at 26 percent, and ...
Tomasz Tunguz: SpaceX launches record IPO with Elon Musk retaining high ownership
Tomasz Tunguz reports that SpaceX is going public today in what he describes as the largest IPO in history. He highlights Elon Musk's ability to keep ownership in the top decile among founders, ...
Coinbase keeps costs flat while token usage surges, Tomasz Tunguz notes
Tomasz Tunguz reports that Coinbase is focusing on optimizing costs by routing prompts to cheaper models where possible, according to a statement by Brian Armstrong. The company has managed to ...
Tomasz Tunguz: Companies limit AI spending amid rising costs
Tomasz Tunguz highlights how even the most valuable companies are unable to deploy advanced intelligence across all operations due to budget limitations. Uber placed a cap on employee AI spending ...
Median short interest in AI-adjacent stocks jumped 24 percent last quarter, Tomasz Tunguz notes
Tomasz Tunguz reports that median short interest across AI-adjacent stocks rose by 24 percent last quarter. According to Tunguz, this increase in short interest is concentrated within certain ...
Tomasz Tunguz: Vendors face record capex spending as cash tightens
Tomasz Tunguz highlights a trend among vendors, observing that cost-cutting typically occurs when cash is abundant and market share is crucial, while spending increases when cash becomes scarce ...
Twilio revenue growth jumps to 20 percent, Tomasz Tunguz notes
Tomasz Tunguz, industry influencer, reports that Twilio's revenue growth accelerated to 20 percent year-over-year from 12 percent. According to Tunguz, this boost is attributed to the impact of ...
Tomasz Tunguz: Inference market growth accelerates after ChatGPT launch
Tomasz Tunguz, industry influencer, states that the inference market is currently experiencing rapid growth and is diverging as each modality develops its own inference stack. He points to ...
SpaceX acquires $10 billion call option while Cursor gains independence, Tomasz Tunguz notes
SpaceX has acquired a call option valued at $10 billion, according to a statement from Tomasz Tunguz. This move enables SpaceX to gain exposure to a distribution it previously could not retain. ...
Tomasz Tunguz: Anthropic hits $10b monthly revenue, outpacing Databricks annual run rate
Anthropic has achieved a significant milestone, adding $10 billion in revenue in just the past month. According to Tomasz Tunguz, this figure is twice the annual run rate of Databricks, ...
$250 million tokens burned in a day, Tomasz Tunguz reveals
Tomasz Tunguz stated that he burned $250 million tokens in a single day, a significant increase—20 times greater—compared to six weeks ago. He described this approach as tokenmaxxing, which ...
Tomasz Tunguz: Hyperscalers invest $575 billion to expand AI capacity
Hyperscalers are currently spending twelve dollars on capacity expansion for every dollar they generate from AI, according to Tomasz Tunguz. This major investment is reflected in $575 billion of ...
BackOps secures $26 million Series A to automate workflows, Tomasz Tunguz says
BackOps has raised $26 million in a Series A funding round to advance its workflow automation platform. Tomasz Tunguz announced that his firm is leading the investment. The product captures ...
Tomasz Tunguz: $756 equivalent spent burning 84 million tokens in one day
Tomasz Tunguz reported burning 84 million tokens on February 28. He explained that the tokens were consumed while researching companies, drafting memos, and running agents. Tunguz noted that ...
Block stock surges 24 percent as Tomasz Tunguz spotlights $4,000 job cut under headcount plan
Block shares surged 24 percent after a major workforce reduction was announced. Tomasz Tunguz noted that Block, led by its CEO, will cut its headcount from 10,000 to 6,000 employees, a decision ...
$29.4 billion Saudi Aramco IPO sets record as Tomasz Tunguz questions mega-deal as proxy
Saudi Aramco’s initial public offering, which raised $29.4 billion and reached a $1.7 trillion market cap, remains the largest IPO in history. Tomasz Tunguz scrutinizes whether Aramco provides ...
