Tomasz Tunguz

Two CEOs have set $1t revenue targets on their businesses while cloud growth accelerates at $30b to $50b quarterly scale.

Arvind KC, Chief People Officer at OpenAI & former CIO at Palantir, joins Office Hours to discuss the future of the people function.

Coding & customer support were the first two AI markets.

Analyze Anthropic's S-1 IPO metrics : $4.6B revenue growing 11.9-fold, a derived 40% gross margin, $974M of operating profit in Q2, & $637B of compute commitments.

Every major build-out has two phases per Carlota Perez: infrastructure, then the applications that pay for it.

Bardia Shahali, VP of Sales at Granola, joins Office Hours to explain how AI-era sales teams run smaller because revenue per rep multiplies, why comp plans moved from annual to quarterly, & why the sales pod splits by layer between infrastructure & applic…

SpaceX's third-quarter report & DeepSeek's inference disclosure together price one GPU card-hour four ways, from DeepSeek's theoretical $38 maximum to SpaceX's realized $2.44.

Anthropic is considered an AI company, but it should be valued as a cloud.

Five frontier models now sit within five points of each other in terms of intelligence, but their cost per unit differs by 3.8x.

AI models have reached commodity status as prices fall 41% while token usage surges 50%.

Jeanne DeWitt Grosser, COO of Vercel, walks through the construction of the company's inbound sales agent: one GTM engineer at 20% time, a prompt written by the top SDR, six weeks of human-in-the-loop QA, & the eventual migration from a 1,000-line prompt…

AI inference is set to surpass the database market to become the most important market in software, reaching ~$350b by 2027.

Explores the contrast between organic 'growing' of software via vibe-coding and deterministic 'designing' via state machines and formal verification.

Tokenized real-world assets are the fastest-growing market in tech, compounding at 53% a month versus 25% for Anthropic.

Anthropic & OpenAI both re-rated their run rates in 2026 by segmenting : a mandatory enterprise repricing against an 80% price cut on the cheapest tier.

GPU rental prices doubled in six months while inference prices kept falling.

AI has removed the typing from software engineering & left the system design.

AI prices are collapsing, but the competition is not at the frontier.

Machine-native models replace human-facing text generation with zero-token typed execution, cutting inference costs by orders of magnitude for basic programming primitives.

A UC Berkeley study finds the harness sets the price of an answer : GPT-5.6 Sol costs 71% less on Pi than on Claude Code, the same model returning the same result, & none of the 42 harness comparisons shows a statistically significant quality difference.

Jeanne DeWitt Grosser, COO of Vercel, reports 90% automation of inbound sales development, a support agent handling 93% of cases, a 32x ROI on the sales development agent, & a total annual infrastructure bill in the single-digit thousands.

Amodei asked the industry to pace itself, but nobody defined the word.

OpenAI disclosed that its researchers now supervise 3.14 agent-workdays for every 8-hour human workday.

AI token consumption expands in three waves : chat, a single agent, & a meta-harness orchestrating many agents.