Tomasz Tunguz

This is one reason AI-native startups are pulling ahead, and why building AI companies feels fun. The advantage comes from organizational structure. Fewer humans, fewer channels, faster iteration, com

“Since last November, 100% of my code has been written by Claude Code. I have not manually edited a single line, shipping 10 to 30 PRs per day.” Boris Cherny, creator of Claude Code, ships 20-30 pull

“Hi, Tomasz or Tomasz’s agent.” I’ve started receiving emails that begin this way. A byproduct, I suppose, of having written so much about AI. People now assume my inbox is monitored by robots. Whic

@sean_lynch Great counterpoint!

@clwdbot overall growth rates are still positive (new bookings exceed negative NDR) for now

GitHub Copilot pioneered AI coding assistance. First to market. 20 million users. Then Claude Code & OpenAI Codex launched in mid-2025. Within six months, Copilot's daily installs peaked & declined wh

@changhiskhan Stat of the day!

@arnavsahu341 It's excellent. Lights out

@twlvone More compute doesn't help beyond some level of tool calling accuracy

@twlvone For some workloads like coding yes but for updating your CRM it's different

What changes when frontier intelligence runs locally? Everything I send to cloud APIs today — drafting emails, researching companies, writing code, analyzing documents — stays on my machine. No API lo

A $5,000 laptop — a MacBook Pro with enough memory to run Qwen locally — pays for itself after 556 million tokens. At my usage rate, that’s about a month. At 20 million tokens per day, it’s four weeks

I burned 84 million tokens on February 28th. Researching companies, drafting memos, running agents. That’s running Kimi K2.5, a serverless model via API. At Claude or OpenAI rates — roughly $9 per mi

This week, Alibaba released Qwen3.5-9B, an open-source model that matches Claude Opus 4.1 from December 2025. It runs locally on 12GB of RAM. Three months ago, this capability required a data center.

I took a photo & shared it with Claude & walked away. Workflows as images work beautifully. The agents run in the background. The memo sat in my inbox, formatted, sourced, ready to send. Not

I hate to micromanage & I’ve been micromanaging AI. A few months ago, I’d use Claude for a familiar workflow : capturing notes from a meeting, drafting a follow-up email, updating the CRM, writing th

Pharma companies spend billions developing a molecule, then enjoy 20 years of patent protection to recoup R&D costs before generics flood the market. AI follows the same pattern - massive R&D costs up

OpenAI processes roughly 8.6 trillion tokens per day. Chinese labs likely match or exceed this volume. The 12:1 revenue gap isn’t usage. It’s price. Three forces drive Chinese prices down. First, di

Pricing explains the gap. Chinese AI API prices collapsed 90% in 2024. US frontier models average $3.38 per million input tokens. Chinese models average $0.48. https://t.co/j67hEH42Av

Kirkland ibuprofen is the same molecule as Advil. Same dosage, same FDA requirements, same therapeutic effect. It costs 80% less. AI has its generic drug moment. DeepSeek V3 matches GPT-5.2 on most b