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@ttunguz

Tomasz Tunguz · 127,470 followers

Venture capitalist at @theoryvc Student of Startups Backer of 9 unicorns Author of https://t.co/IWw3R3RVLm Subscribe https://t.co/iDgoLXaF98

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AI Harness' ARR Multiples How does the market value an AI harness? We now have enough data points to draw some initial conclusions. Harvey, Legora & Sierra each announced crossing $100m in annual recurring revenue within nine months of each other, & Ramp & Decagon bracket them…↗

·@ttunguz·Aug 10, 2026·essay·ai-harness·arr-multiples·harvey·legora

Recently, I was at the library & stood in front of a book that might be a good read. I fired up Gemini, asked it for a plot summary & a digest of the reviews before deciding to read it. So I started a list : what are the ways I use AI that are new in the last year? I often publ…↗

·@ttunguz·Apr 15, 2024·essay·ai·gen-plugin·llm·productivity

90% of startups have plans or have released an AI feature, 54% of those features will launch in 2023, but only 30% of companies are hiring new people to do it, according to ProductBoard’s survey. These figures highlight three points:↗

·@ttunguz·Jun 6, 2023·news·ai·hiring·productboard·startups

If we assume some basic productivity gains in a typical SaaS company from AI in the next 12-24 months, how much more profitable will the business be? Sales development, content marketing, & software engineering strike me as the workstreams that will benefit immediately.↗

·@ttunguz·Jun 2, 2023·essay·ai·content-marketing·productivity·saas

Constellation Software is a $30b+ publicly-traded software holding company employing more than 25,000. A former venture capitalist, Mark Leonard started Constellation in 1995 with $15m of outside investment & a goal of buying vertical software companies.↗