Tomasz Tunguz

Venture capitalist and former Google PM sharing data-driven insights on building successful startups. Join 100K+ founders and investors learning about tech & SaaS.

Popular posts: 13
Total points: 2,402
HN comments: 1,622
Rank: #660 personal

Visit tomtunguz.com → On Hacker News Sep 2013 – Jul 2026

Tech Industry & Business 12 Startups 8 AI & Machine Learning 2 Tools & Productivity 1 Society, Policy & Culture 1 Life, Learning & Writing 1

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The beginning of scarcity in AI

2026197 points227 comments AI & Machine Learning details

GPU rental prices surged 48% in 60 days. The AI compute shortage will force startups to compete not on speed of iteration, but on access to infrastructure.

When AI Costs More Than the Engineer

2026127 points116 comments AI & Machine Learning details

Anthropic spends 2.3x payroll on compute. Top software firms spend 0.4x. Three scenarios for where the rest of the market lands by 2029.