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E39: Tomasz Tunguz of Theory Ventures on AI, 2024 Predictions, and Metrics That Matter
Jan 15, 2024
Tomasz Tunguz of Theory Ventures shares his 2024 predictions, discusses the changing landscape of AI, Microsoft's success in the AI industry, concerns about the venture capital industry size, and the metrics that matter for seed and Series A companies.
01:01:23
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Quick takeaways
- Microsoft is leading the AI race, leveraging their enterprise presence and distribution to generate significant revenue.
- By the end of 2024, half of searches will be answered by generative algorithms, posing a challenge for Google if they don't catch up.
Deep dives
Microsoft leading the AI race
Microsoft is currently leading the AI race, with their ability to cross-sell AI products like Office to a large user base. They have a strong presence and distribution within the enterprise, enabling them to command a premium and generate significant revenue. On the other hand, Google is lagging behind in AI, while Amazon is also far behind. Startups like OpenAI and Anthropic have made strides in the application and infrastructure layers, but Microsoft remains the frontrunner in the B2B space.
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