Founder, Theory Ventures
Audacity index™
Above the median
Season summary
Tomasz Tunguz posted 17 times in the last two weeks, the majority data-backed takes on the agentic enterprise — securing it, building it, replacing SaaS with it. Two posts each on data gravity and on Google's AI tripling in price annually. The framework, charted.
What’s on the record
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Editor’s note
The standings are not a judgment. They are a measurement of who, right now, is the most audacious.
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