Origins - Inside Venture Capital, Hosted by a GP and an LP AI Agents Will Supercharge the Future of VC with Tomasz Tunguz
97 snips
May 6, 2025 
Tomasz Tunguz, Founder of Theory Ventures, is known for his data-driven approach to venture investing. He discusses the challenges facing venture capital today, including talent mobility and the need for high-risk experiments. Tomasz emphasizes the importance of asking the right questions to leverage AI in decision-making and predicts a shifting landscape for investors. The conversation also touches on building concentrated portfolios and navigating the evolving dynamics of the industry.
AI Snips
Chapters
Transcript
Episode notes
Venture Industry Maturation Insight
- Venture industry growth has increased the total number of participants but may not have changed departure rates significantly.
- The venture ecosystem has matured, mimicking private equity's evolution with larger firms and more segmented markets.
Venture Career Longevity Rare
- Staying for a career at one venture firm is now rare due to industry fragmentation.
- Growing opportunity niches motivate VCs to spin out and start new firms.
Plan Succession To Assure LPs
- Communicate a slow, measured transition plan to LPs to mitigate key person risk.
- Predictability and planned succession increase investor confidence amid generational transitions.