Tomasz Tunguz

In AI, distribution is king. Skills are seizing the crown. Skills are programs written in English. They tell an agent how to accomplish a task : which APIs to call, what format to use, how to hand...

Vertical software has fallen 43% this year. DevTools, just 21%. The gap between them, twenty-two percentage points, tells you what markets actually believe about AI. https://t.co/D8KOXY1iu6

Dashboards with unclear metrics ftw!

Google’s Q4 2025 earnings call revealed a company in the midst of a spectacular AI acceleration. “Our first-party models like Gemini now process over 10 billion tokens per minute via direct API us...

AMD & Nvidia growth rates are the same but their revenue trajectories look very different. https://t.co/OkFpcpji1l

Best easter egg I've found in a long time https://t.co/O3IKkuOuyC

Leveraged software companies running on leveraged infrastructure. When AI compresses software revenue, the stress doesn’t stop at equity. It cascades into debt. BDC assets hit $475 billion in Q1 2...

Meta’s first internal AI agent went from zero to thousands of engineers using it daily. That doesn’t happen by accident. On Tuesday, February 25th at 5:30 PM Pacific, the person who built it, Jim E...

I spent the weekend crawling Moltbook, the viral AI-only social network where 37,000+ AI agents post & comment while 1 million humans observe. The platform grew from 42 posts per day to 36,905 in 7...

“We are only at the beginning phases of AI diffusion & already Microsoft has built an AI business that is larger than some of our biggest franchises.” CEO Satya Nadella captures Microsoft’s Q2 FY2...

XAPI body_file requirement test

Final XAPI body_file test: This works\!

Is there a broad cycling out of software? 73% of public software companies fell today. Median decline: -4.7%. Biggest drops: - Smartsheet -12.6% - Atlassian -12.2% - ServiceNow -11.9% - Microsoft...

Is there a broad cycling out of software? 73% of public software companies fell today. Median decline: -4.7%. Biggest drops: - Smartsheet -12.6% - Atlassian -12.2% - ServiceNow -11.9% - Microsoft...

Office Hours: Building Developer Infrastructure at Scale with Jim Everingham In the world of AI, how do the very best companies build their developer infrastructure? To answer that question : On ...

Jeff Bezos said, "Your margin is my opportunity." Does this apply in software & AI? Yes. 🧵

Jeff Bezos said, "Your margin is my opportunity." Does this apply in software & AI? Yes—but not on price. 🧵

In 1908, 253 American automobile manufacturers competed for the market. By 1929, just 44 remained. The assembly line didn’t just change how cars were made. It changed who got to make them. Ford’s ...

Talented people get promoted to management. So do talented models. Claude manages code execution. Gemini routes requests across CRM & chat. GPT-5 can coordinate public stock research. Why now? Too...

Will designers design first in a world where AI can code software immediately, or just describe the design? Will large enterprises pay for premium observability when AI can migrate & monitor open s...