Quotesby GlyphTheory Ventures leaders on AI, quotes with sources
9 quotes from Tomasz Tunguz
- AI has removed the typing from software engineering & left the system design.
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- But the right tail of the market is thinner than almost anyone forecast.
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- Demand for intelligence is not a pyramid with a small, wealthy peak paying for everything beneath it.
- Most business AI use is the messy middle: multi-step workflows that need a smart enough model at a price a company can afford. It is the most important part of the market today, & it is where the competition is fiercest.
- Every quote from Tomasz Tunguz
- If this is the first of many primitives specialized for production, then harnesses are about to capture a lot more margin.
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- They also highlight the bifurcating economics of AI: state of the art models for discovery & optimized models for production. We use the largest frontier models to train new models, & the most capable models to architect systems. But once a system is engineered & hardened, running it thousands or millions of times through a workflow benefits from narrower AI.
- Every quote from Tomasz Tunguz
- AI customer retention sits between mobile games and social networks. Frontier models keep the crown for about 41 days, and the price of a given level of intelligence falls roughly 10x per year, giving buyers more leverage every cycle.
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