Tomasz Tunguz

“In the last 10 years, there really was no breakout success, said Theory Ventures' GP Tomasz Tunguz of prior waves of infrastructure cost-cutting startups.”

“Tomasz Tunguz at Theory Ventures documented a personal agent architecture called Pi, where frontier models author procedural skill files that smaller local models execute.”

“Tomasz Tunguz at Theory Ventures documented a personal agent architecture called Pi, where frontier models author procedural skill files that smaller local models execute.”

“Hourly rates moved from $2.31 to $4.95 in six weeks as Blackwell demand tightened supply across major model launches. Price gap versus H200 widened again, showing newer workloads are hardware-bound while prior gen chips lose pricing power.”