Theory Ventures General Partner Tom Tunguz

Tom shares further thoughts on financing AI tech venture capital and whether or not data centers pose a threat to the relevance of the Cloud, as well as his predictions for the future of GPUs and much more. 


Key Points From This Episode:

• Introducing Tomasz Tunguz, General Partner at Theory Ventures.
• What he is currently working on including AI research and growing the team at Theory.
• How he goes about researching the present to predict the future.
• Why professionals often work in both academia and the field of AI.
• What stands out to Tom when he is looking for companies to invest in.
• Varying applications where an 80% answer has differing relevance.
• The importance of being at the forefront of AI developments as a leader. 
• Why the metrics of risk and success used in the past are no longer relevant.
• Tom’s thoughts on whether or not Generative AI will replace search.
• Financing in the AI tech venture capital space.
• Differentiating between the Cloud and data centers.
• Predictions for the future of GPUs.
• Why ‘hello’ is the best opener for a cold email.

Quotes:


“Innovation is happening at such a deep technological level and that is at the core of machine learning models.” — @tomastungusz (  / ttunguz  ) [0:03:37]


“Right now, we’re looking at where [is] there rote work or human toil that can be repeated with AI? That’s one big question where there’s not a really big incumbent.” — @tomastungusz (  / ttunguz  ) [0:05:51]


“If you are the leader of a team or a department or a business unit or a company, you can not be in a position where you are caught off guard by AI. You need to be on the forefront.” — @tomastungusz (  / ttunguz  ) [0:08:30]


“The dominant dynamic within consumer products is the least friction in a user experience always wins.” — @tomastungusz (  / ttunguz  ) [0:14:05]


Links Mentioned in Today’s Episode:


Tomasz Tunguz (https://tomtunguz.com/)


Tomasz Tunguz on LinkedIn (  / tomasztunguz  )


Tomasz Tunguz on X (  / ttunguz  )


Theory Ventures (https://theory.ventures/)


How AI Happens (https://www.howaihappens.com/)


Sama (https://www.sama.com/)