Investor
Theory Ventures
Early-stage venture capital firm focused on data-driven software and AI companies
Venture Capital
Portfolio (2)
News
Interviews (3)
Theory Ventures' Tomasz Tunguz: inference is now the biggest software market, agent pricing at par with human labor
16 Sept 2026
Tomasz Tunguz: AI data center buildout now exceeds 1% of US GDP — echoing dot-com infrastructure boom
22 Oct 2025
Theory Ventures' Tomasz Tunguz on AI value accrual, blockchain investing, and the moat question in a world of fast-moving foundation models
27 Jun 2025