I’m thrilled to announce the debut of Theory Ventures (@Theoryvc) & our first fund of $230m.
I’ve spent my career as a student of startups. I’ve worked for two, invested in many, seven of which became unicorns.
Tomasz Tunguz
13.1K posts
Tomasz Tunguz
@ttunguz
Venture capitalist at @theoryvc
Student of Startups
Backer of 9 unicorns
Author of tomtunguz.com
Subscribe ttunguz.kit.com/ef0a779b9c
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- Nvidia just committed $110B in vendor financing—85% of annual revenue. Lucent's playbook in 2000? 20%. Is this the telecom bubble all over again? I analyzed the numbers. Thread 🧵
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- If it wasn’t clear before, AI is the single biggest revenue driver in cloud. Microsoft’s Azure is winning share directly from Amazon. In Feburary, Microsoft grew 2% & Amazon lost 2%. Google is also taking share - 1% in the last year. A one percentage point share shift represents
