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Tomasz Tunguz quote, Jul 13, 2026

General Partner, Theory Ventures · Jul 13, 2026 · Post, The AI Colander

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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Words found on the source page on Sep 25, 2026.

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If this is the first of many primitives specialized for production, then harnesses are about to capture a lot more margin.Sep 21, 2026· Post
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.Sep 21, 2026· Post

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About this quote
Said by
Tomasz Tunguz, General Partner, Theory Ventures
Where
The AI Colander
Topics
Economics
Company
Theory Ventures
Source
tomtunguz.com/the-ai-colander/

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