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▶ 21:15 · $OPENAI · TITV One Year Anniversary Show
episode briefing
The Information

TITV One Year Anniversary Show

2026-07-15 · 1 company · 8 thematic
sentiment
1 bull0 bear0 neu
speakers
tomasz tunguz

General Partner at Theory Ventures, formerly at Redpoint Ventures for nearly 15 years. Focuses on AI, data, and ML investments. Uses AI agents to analyze 3-4x more companies.

quote
“Yes. I mean I think it's critical to the success of that business just given the fraction of consumers or you know the visitation patterns and then also it's important to offset the cost of inference just the way that Net- Netflix has done…”
—tomasz tunguz

episode shorts · 2

Closed vs Open Source AI

AI Model Half Life

now playing · $OPENAI
$OPENAIbullish· hightomasz tunguz
Tunguz: OpenAI advertising revenue will dwarf search and social
OpenAI's advertising business will be critical to offset inference costs and could exceed the $250B search and $263B social ad markets due to personalized, funnel-deep ad formats.