Tomasz Tunguz

Career

Tomasz Tunguz started a career at Appian, a business process management company, and later worked as a product manager on Google's AdWords team. Tunguz then spent nine years as a partner at Redpoint Ventures, investing in early-stage SaaS and infrastructure companies.¹

Tunguz founded Theory Ventures, an early-stage venture capital firm founded in 2023 that invests in AI-first software companies, and is listed as its General Partner on the firm's team page.¹²³

Channel and publications

The blog's archive begins in February 2010 with a post on how venture capitalists analyze companies and has carried posts every year since 2012. Tunguz describes it as a daily blog of data-driven analysis on AI, SaaS metrics, go-to-market strategy, and the venture capital market, written to give founders and investors quantitative benchmarks.⁴¹

Recent posts in 2026 cover AI market structure and model economics, such as GPU pricing, inference markets, and AI productivity. The site also hosts evergreen startup guides on topics including data strategy, AI implementation, and product management.⁴⁵

Work and contributions

• Tomasz Tunguz blog Show, channel or publication

  Writes a daily blog with data-driven analysis of AI, SaaS metrics, go-to-market strategy, and venture capital.¹

Timeline

1. Feb 26, 2010Published the blog's first archived post, "How Do VCs Analyze Companies?"⁴
2. 2023Founded Theory Ventures, an early-stage venture capital firm investing in AI-first software.³¹
3. Oct 9, 2025Published a collection of startup guides and resources on the blog.⁵
4. Oct 13, 2026Published the results of the Theory 2026 AI Survey on the blog.⁴

Other documented roles

Roles the sources document that are not confirmed as current.

• Partner, Redpoint Ventures¹
• Product manager, AdWords, Google¹
• Early-career role at the business process management company, Appian¹

Where they work

• Theory Ventures 1 person in the wiki

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