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Tomasz Tunguz: The Second-Order Effects of AI

Aug 27, 2025

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Source URL: https://www.tomtunguz.com/mdb-earnings-2025-08-27/ Source: Tomasz Tunguz Title: The Second-Order Effects of AI Feedly Summary: AI vendor revenue will double classic software in terms of new bookings this year. This trend is so large it’s starting to have second-order effects. MongoDB reported strong Q2 FY’26 results, delivering $591M in revenue with 24% year-over-year growth. AI is…

Tomasz Tunguz: The AI Revenue Rocket Ship – What 5x Growth in Six Months Means for Everyone

Aug 4, 2025

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Kurt Seifried

in Uncategorized

Source URL: https://www.tomtunguz.com/ai-revenue-rocket-ship/ Source: Tomasz Tunguz Title: The AI Revenue Rocket Ship – What 5x Growth in Six Months Means for Everyone Feedly Summary: The AI industry just posted numbers that would make even the most aggressive growth hackers dizzy. How do you grow revenue 5x in six months when you’re already at billion-dollar scale?…

Tomasz Tunguz: The AI-Driven Cloud Market Share Shift

Aug 1, 2025

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Kurt Seifried

in Uncategorized

Source URL: https://www.tomtunguz.com/cloud-market-share-shift-2025/ Source: Tomasz Tunguz Title: The AI-Driven Cloud Market Share Shift Feedly Summary: What force could dethrone AWS after more than a decade of unchallenged dominance? For years, Amazon Web Services ruled the cloud infrastructure market. It was the default choice without a question for every startup. Then OpenAI released GPT-4. Microsoft’s exclusive…

Tag: Growth Rates

Tomasz Tunguz: The Second-Order Effects of AI

Tomasz Tunguz: The AI Revenue Rocket Ship – What 5x Growth in Six Months Means for Everyone

Tomasz Tunguz: The AI-Driven Cloud Market Share Shift