Tomasz Tunguz

Fireside chats & panels

Tomasz Tunguz fireside chats and panels

1. Every Company is Now an AI Company: Predicting The Future of SaaS

   SaaStock Europe 2024 · Dublin · Fireside Chat · 511 YouTube views

   General Partner, Theory Ventures (at the time of the talk)

   From the transcript

   Yeah, this is the biggest question of the day. When you see the hyperscalers investing somewhere between $12 to $15 billion per quarter in capex — just buying GPUs — we've clearly seen Nvidia grow to a multi-trillion dollar company. It's still relatively early in terms of revenue generation. OpenAI is generating somewhere between $4 to $5 billion. Accenture is second in terms of AI revenue generation at around $3 billion this year. Then you have some early-stage companies in the $30 to $50 milli…

   Watch the full talk on YouTube

2. How are business leaders defining and measuring ROI when it comes to AI? With Tomasz Tunguz

   SaaStock Europe 2024 · Dublin · Fireside Chat · 68 YouTube views

   General Partner, Theory Ventures (at the time of the talk)

   From the transcript

   We think about AI ROI as human replacement. In the world of robotics, if you look at a car assembly line — say Hyundai, BMW, or Porsche — when manufacturing robots first arrived, each robot replaced three humans. Today, AI is not doing that yet. The most sophisticated companies like Microsoft, SAP, and ServiceNow are reporting about a fifty to seventy-five percent improvement in productivity as a result of co-pilots. The next wave of AI we're calling agents. An agent is when you ask the AI to do…

   Watch the full talk on YouTube

Interviews & podcast appearances

Tomasz Tunguz interviews and podcast appearances

1. Every Company is Now an AI Company: Predicting The Future of SaaS with Tomasz Tunguz of Theory Ventures

   SaaStock Europe 2024 · Dublin · Interview

   Global Business Writer, The Economist (at the time of the talk)

   From the transcript

   Every startup needs an AI strategy, not just for fundraising or press appeal but to survive. Generative AI continues to transform the SaaS market, its generational impact is remodelling everything from how we build products to user expectations. Tomasz Tunguz is one of the world's most thoughtful investors, a pioneer in the data and AI space and author of one of the most impactful startup and venture capital blogs around. Tomasz sits down with Shailesh Chitnis, Global Business Writer at The Economist to unravel what the future of SaaS really looks like and the AI effect that impacts every single business.

All appearances

Every SaaStock appearance by Tomasz Tunguz

FAQ

Frequently asked about Tomasz Tunguz

• Who is Tomasz Tunguz?

  Tomasz Tunguz, General Partner at Theory Ventures has made 3 SaaStock appearances between 2024, speaking at SaaStock Europe 2024. Talks include "Every Company is Now an AI Company: Predicting The Future of SaaS", "How are business leaders defining and measuring ROI when it comes to AI? With Tomasz Tunguz", "Every Company is Now an AI Company: Predicting The Future of SaaS with Tomasz Tunguz of Theory Ventures". This page collects every recorded SaaStock keynote, fireside chat, panel, and podcast appearance by Tomasz Tunguz.

• How many times has Tomasz Tunguz spoken at SaaStock?

  Tomasz Tunguz has spoken at SaaStock 3 times between 2024 — including 0 keynotes, 2 fireside chats and panels, and 1 podcast interview.

• What did Tomasz Tunguz speak about at SaaStock?

  "Every Company is Now an AI Company: Predicting The Future of SaaS" at SaaStock Europe 2024; "How are business leaders defining and measuring ROI when it comes to AI? With Tomasz Tunguz" at SaaStock Europe 2024; "Every Company is Now an AI Company: Predicting The Future of SaaS with Tomasz Tunguz of Theory Ventures" at SaaStock Europe 2024

• What is Tomasz Tunguz's most-watched SaaStock talk?

  "Every Company is Now an AI Company: Predicting The Future of SaaS" delivered at SaaStock Europe 2024 has 511 YouTube views.