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Theory Ventures founder on GTM leverage, AI margins, real enterprise TAM, and more | Tomasz Tunguz

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Manage episode 508418876 series 3586436
Content provided by Chargebee. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Chargebee or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of Second Acts, Krish is joined by Theory Ventures founder and General Partner, Tomasz Tunguz.

Tomasz talks about: the three infinite learning curves that originally drew him into venture, the tricky thing that is advising operators, writing lessons that have made him one of SaaS’s most prolific and admired public thinkers, why he has long believed in the compounding power of distribution, the current case for pursuing uneconomic growth, why pricing is continually in flux, Looker’s extreme PMF and second acts, three reasons why this is the best time in history to start a SaaS business, Umberto Eco, and more.

Chapters:

(05:22) A walk along Embarcadero

(07:58) Venture’s three infinite learning curves

(09:05) “Advice is a tricky thing”

(11:53) Dalio, Munger, and effective board members

(13:58) Product limited/GTM limited?

(16:00) Situation, Complication, Question, Answer

(19:33) Several short sentences

(21:00) Writing as a way to think better about AI

(23:02) Krish’s fun, clarifying AI use case

(24:51) A distribution-first thesis

(29:38) How AI changes GTM

(32:08) The past and present of category creation

(34:30) The generalist-specialist pendulum

(36:00) “Pricing is a perennial”

(39:09) The inevitability of better AI margins

(41:52) Uneconomic growth as a valid bet

(46:44) Monte Carlo’s radical daily revenue model

(50:34) Never been a better time to start a SaaS business

(54:17) “PMF is grease”

(56:53) The year of Looker 500

(59:07) Why the growth bar keeps moving

(01:00:51) Umberto Eco and explaining China

Referenced:

Tomasz Tunguz on raising Theory Ventures’ $450 million second fund

The Decade of Data with Tomasz Tunguz

Joel on Software

Poor Charlie's Almanack

Principles by Ray Dalio

Mike Volpi

Tomasz Tunguz on Venture Capital

Intercom

Des Traynor

McKinsey & Company

SCQA

The Second-Order Effects of AI

Several Short Sentences About Writing

Copyblogger

MongoDB

HashiCorp

Google

ChatGPT

Lovable

Cursor

5 Mistakes SaaS Startups Often Make with Pricing

Explore vs. Exploit in Agentic Coding

Barr Moses

How Monte Carlo's Daily Revenue Model Rewrote Their Strategy

The Market Size Mistake

Gainsight

Why There's Never Been a Better Time to Found a SaaS Startup

A Challenge to SaaS Orthodoxy

Extreme PMF : Sustaining Success with Scale

My Favorite Books of 2024

Chronicles of a Liquid Society

Breakneck: China’s Quest to Engineer the Future

Connect with Tomasz:

LinkedIn

X

Tomasz Tunguz

Connect with Krish

LinkedIn

X

About Chargebee:

Chargebee helps thousands of recurring revenue businesses unlock second acts of scale with transformative billing, monetization, and growth infra. Learn more.

  continue reading

17 episodes

Artwork
iconShare
 
Manage episode 508418876 series 3586436
Content provided by Chargebee. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Chargebee or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of Second Acts, Krish is joined by Theory Ventures founder and General Partner, Tomasz Tunguz.

Tomasz talks about: the three infinite learning curves that originally drew him into venture, the tricky thing that is advising operators, writing lessons that have made him one of SaaS’s most prolific and admired public thinkers, why he has long believed in the compounding power of distribution, the current case for pursuing uneconomic growth, why pricing is continually in flux, Looker’s extreme PMF and second acts, three reasons why this is the best time in history to start a SaaS business, Umberto Eco, and more.

Chapters:

(05:22) A walk along Embarcadero

(07:58) Venture’s three infinite learning curves

(09:05) “Advice is a tricky thing”

(11:53) Dalio, Munger, and effective board members

(13:58) Product limited/GTM limited?

(16:00) Situation, Complication, Question, Answer

(19:33) Several short sentences

(21:00) Writing as a way to think better about AI

(23:02) Krish’s fun, clarifying AI use case

(24:51) A distribution-first thesis

(29:38) How AI changes GTM

(32:08) The past and present of category creation

(34:30) The generalist-specialist pendulum

(36:00) “Pricing is a perennial”

(39:09) The inevitability of better AI margins

(41:52) Uneconomic growth as a valid bet

(46:44) Monte Carlo’s radical daily revenue model

(50:34) Never been a better time to start a SaaS business

(54:17) “PMF is grease”

(56:53) The year of Looker 500

(59:07) Why the growth bar keeps moving

(01:00:51) Umberto Eco and explaining China

Referenced:

Tomasz Tunguz on raising Theory Ventures’ $450 million second fund

The Decade of Data with Tomasz Tunguz

Joel on Software

Poor Charlie's Almanack

Principles by Ray Dalio

Mike Volpi

Tomasz Tunguz on Venture Capital

Intercom

Des Traynor

McKinsey & Company

SCQA

The Second-Order Effects of AI

Several Short Sentences About Writing

Copyblogger

MongoDB

HashiCorp

Google

ChatGPT

Lovable

Cursor

5 Mistakes SaaS Startups Often Make with Pricing

Explore vs. Exploit in Agentic Coding

Barr Moses

How Monte Carlo's Daily Revenue Model Rewrote Their Strategy

The Market Size Mistake

Gainsight

Why There's Never Been a Better Time to Found a SaaS Startup

A Challenge to SaaS Orthodoxy

Extreme PMF : Sustaining Success with Scale

My Favorite Books of 2024

Chronicles of a Liquid Society

Breakneck: China’s Quest to Engineer the Future

Connect with Tomasz:

LinkedIn

X

Tomasz Tunguz

Connect with Krish

LinkedIn

X

About Chargebee:

Chargebee helps thousands of recurring revenue businesses unlock second acts of scale with transformative billing, monetization, and growth infra. Learn more.

  continue reading

17 episodes

All episodes

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