AI by @ttunguz

AI

2025

A Founder's Guide: Essential AI Implementation Advice for Startups	March 28
Halving R&D with AI & the Impact to Valuation	March 17
The Mirage in the Software Clouds	March 14
This Analysis Cost 27 Cents	March 12
Lopsided AI Revenues	March 2
What Happened to My Traffic?	February 25
The AI Elbow's Impact : What Reasoning Means for Business	February 19
AI Impact Curves	February 9
Google's Future in Search & AI	February 7
It Pays to be an AI Company	February 3
Darwin's Finches in AI	January 29
The AI Cost Curve Just Collapsed Again	January 26
Top Themes in Data in 2025	January 23
What DeepSeek's Newest Model Means for AI	January 21

2024

Desktop, Touch, Browser, Now AI? The Next OS in Computing	December 16
The Intelligence Imperative: How AI Went From Feature to Foundation	December 13
I Talk to Robots While Driving	November 8
The White Collar Revolution	November 6
AI Prompts as PRDs : Why Prompts Will Become Important IP Assets	October 21
The Premise of a New S-Curve in AI	October 16
A Challenge to SaaS Orthodoxy	October 10
Where is the Budget for AI Coming From?	October 1
Would You Listen to AI Generated Podcasts?	September 30
AI Advantage for Startups : Changing the Workflow through Services	September 23
Writing Software for Robots	September 19
The Rarity Shibboleth	September 9
Higher Levels of Abstraction	August 26
What Has Your GPU Done For You Today?	August 23
AI Public & Private Premia for AI Companies	August 16
Things that Used to be Impossible, but are Now Really Hard	August 15
Snowflake's 4 Areas of Investment in AI	August 9
The Ghost in the Machine : Invisible Ads in Generative Search	August 6
The 3 Attributes of an Attractive Market for AI	August 5
The Battle for AI Gravity	July 25
Agentic Systems' Sales Cycles	July 22
Punctuated Equilibrium in AI : Is it Better to Be A First Mover or A Last Mover?	July 15
The First of Your Newsletters	July 1
The Four Barriers to AI Adoption	June 28
What about Human Training?	June 17
AI Spending Patterns : It's Not What You Think	May 17
Are AI Companies Valued Differently Than Non-AI Companies?	May 13
A Series of Unfortunate Decisions	May 9
The Capex Conquest in the Cloud	May 1
Partnering with Dropzone: Automating Security Operations with AI	April 25
A Shift in LLM Marketing : The Rise of the B2B Model	April 24
My Favorite Uses of AI	April 14
Micromanaging AI	April 5
AI in the Hands of Software Buyers	March 29
AI SaaS Companies Will Be More Profitable	March 21
AI Design Patterns	February 5
Standard Issue AI	February 2
AI Drove the Largest New Bookings of Any New Product	January 26
5th Grade Outlining in Mrs. L's Class : Metawriting before the Age of AI	January 21
Open Source Models : What Can We Determine from Download Patterns?	January 15

2023

How to Improve Your LLM : Combine Evaluations with Analytics	December 11
Sudden Disturbances in Rapidly Moving Objects : The Implications of the OpenAI Fiasco	November 20
How Much Does it Cost to Use an LLM?	November 16
SaaS Competitive Advantage Through Elegant LLM Feedback Mechanisms	October 3
Centaurs & Cyborgs : The Jagged Frontier of AI	October 1
Building Applications with AI - Lessons from LangChain, Hearth, & Context.ai	September 21
The Dawn of AI : Pricing Power & Profits in NVidia's Business	August 23
The Paradox of AI and Data Roles: How Automation Will Increase Demand for Data Professionals	July 28
Producing Charts with AI	July 17
The Fracking of Information	July 11
Picking Teams in AI	June 26
Does an AI Premium Exist in the Fundraising Market?	June 15
What if Every SaaS App Spoke English?	June 11
The AI API : The Twilio Moment for Machine Learning	June 6
How Much More Efficient Should a SaaS Startup Be When Using AI?	June 2
The Publicly Traded Company Worth 250x More in 10 Years	May 25
Which AI Model Should You Pick for Your Startup?	May 16
Seeking a Distribution Advantage with AI	May 12
Tinkering with LLMs	May 8
When 1 is Bigger than 4 for AI	May 3
Why Every Startup Needs an AI Strategy	April 19
The 4 Questions Startups Should Ask Themselves about Building with Generative AI	April 7
Pulp Nonfiction : What I Learned Writing a Blog Post with ChatGPT	March 2
When AI Favors the Incumbents	February 2