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Tomasz Tunguz quote, Sep 21, 2026

General Partner, Theory Ventures · Sep 21, 2026 · Post, AI Comes for the If Statement

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.

Primary source

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

More from Tomasz Tunguz

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AI has removed the typing from software engineering & left the system design.Sep 24, 2026· Post
The craft of fitting code together by hand is over; what remains is designing the loop that decides whether the output is right.Sep 24, 2026· Post
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But the right tail of the market is thinner than almost anyone forecast.Sep 23, 2026· Post
Demand for intelligence is not a pyramid with a small, wealthy peak paying for everything beneath it.Sep 23, 2026· Post
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.Sep 23, 2026· Post
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
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.Jul 13, 2026· Post

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About this quote
Said by
Tomasz Tunguz, General Partner, Theory Ventures
Where
AI Comes for the If Statement
Topics
Economics, Agents
Company
Theory Ventures
Source
tomtunguz.com/ai-comes-for-the-if-statement/

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