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Inside the AI Sprint | Tomasz Tunguz, Theory Ventures

The Peel

15 May 2026 · Startups & Building

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Tomasz Tunguz is the Founder and General Partner of Theory Ventures.

We talk about today’s “all out sprint” in AI, Anthropic’s strategy, how AI compares to prior technologies, the three layers of AI business models, where to invest in AI today, and what Theory looks for in new investments.

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