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Tomasz Tunguz

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4 issuesArchived Oct 22, 2026 – Oct 28, 2026Subscribe at the source

By Tomasz Tunguz

Latest issues

  1. Beyond Automation at OpenAI

    On Friday, November 6th at 10 AM Pacific / 1 PM Eastern, Office Hours will host Arvind KC, Chief People Officer at OpenAI & former CIO at Palantir, for a conversation on the future of the people function in the AI era.

  2. Anthropic S-1 Analysis: How 7 Key Metrics Stack Up

    Founded in 2021 by Dario & Daniela Amodei, the company has grown from a research lab into the second-largest model developer, selling Claude to more than 11,900 customers who spend over $100,000 a year. The comparisons below set the reported OpenAI figures2 against Anthropic’s…

  3. How Large is the AI Circle?

    Every major technology build-out requires two phases, according to Carlota Perez1: the infrastructure to power it, & then the applications to pay for it.

  4. Closing Eight Figure Deals in Two Weeks

    There are two markets in AI : applications & infrastructure. Bardia Shahali has built sales teams both : first at Fireworks AI from roughly $3m to roughly $400m, & now VP of Sales at Granola.