podcast

#334 The State of Data & AI with Tom Tunguz, VC at Theory Ventures

01.12.2025
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The AI landscape is evolving at breakneck speed, with new capabilities emerging quarterly that redefine what's possible. For professionals across industries, this creates a constant need to reassess workflows and skills. How do you stay relevant when the technology keeps leapfrogging itself? What happens to traditional roles when AI can increasingly handle complex tasks that once required specialized expertise? With product-market fit becoming a moving target and new positions like forward-deployed engineers emerging, understanding how to navigate this shifting terrain is crucial. The winners won't just be those who adopt AI—but those who can continuously adapt as it evolves.

Tomasz Tunguz is a General Partner at Theory Ventures, a $235m early-stage venture capital firm. He blogs at tomtunguz.com & co-authored Winning with Data. He has worked or works with Looker, Kustomer, Monte Carlo, Dremio, Omni, Hex, Spot, Arbitrum, Sui & many others. He was previously the product manager for Google's social media monetization team, including the Google-MySpace partnership, and managed the launches of AdSense into six new markets in Europe and Asia. Before Google, Tunguz developed systems for the Department of Homeland Security at Appian Corporation.

In the episode, Richie and Tom explore the rapid investment in AI, the evolution of AI models like Gemini 3, the role of AI agents in productivity, the shifting job market, the impact of AI on customer success and product management, and much more.

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