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AI Agents Will Supercharge the Future of VC with Tomasz Tunguz

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Content provided by OpenLP from Sapphire Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by OpenLP from Sapphire Partners 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://ppacc.player.fm/legal.

Tomasz Tunguz, Founder of Theory Ventures, is widely recognized for his analytical approach to venture investing. Now, he’s building Theory with a philosophy rooted in research and data-driven decision-making. Tomasz sits down with Nick Chirls, General Partner at Asylum Ventures and Beezer Clarkson, LP at Sapphire Partners and co-founder of OpenLP, to discuss spinouts and succession in established firms and the value of running high-risk, high-reward experiments at specialist firms like Theory. Tomasz also shares his belief that investors will need to adapt to a future where asking the right questions of LLMs will be critical for success.

CHAPTERS:

(0:00) Welcome to Origins

(4:05) Why Are So Many People Leaving Top Firms?

(12:15) Getting the Probabilities On Your Side

(16:01) Building Highly Concentrated Portfolios

(17:33) Lessons Learned in Fund One

(21:37) Tomasz’s Brand v. Theory’s Brand

(27:15) Using Tech at the Core of Theory

(34:31) Asking the Right Questions in AI

(36:56) Predictions for 2026

Learn more about Sapphire Partners: sapphireventures.com/sapphire-partners

Learn more about OpenLP: openlp.vc

Learn more about Asylum Ventures: asylum.vc

Learn more about Top Tier Capital Partners: ttcp.com

Subscribe to the OpenLP newsletter for a monthly roundup of the latest venture insights, including the newest Origins episodes, delivered straight to your inbox.

  continue reading

101 episodes

Artwork
iconShare
 
Manage episode 480860615 series 2797344
Content provided by OpenLP from Sapphire Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by OpenLP from Sapphire Partners 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://ppacc.player.fm/legal.

Tomasz Tunguz, Founder of Theory Ventures, is widely recognized for his analytical approach to venture investing. Now, he’s building Theory with a philosophy rooted in research and data-driven decision-making. Tomasz sits down with Nick Chirls, General Partner at Asylum Ventures and Beezer Clarkson, LP at Sapphire Partners and co-founder of OpenLP, to discuss spinouts and succession in established firms and the value of running high-risk, high-reward experiments at specialist firms like Theory. Tomasz also shares his belief that investors will need to adapt to a future where asking the right questions of LLMs will be critical for success.

CHAPTERS:

(0:00) Welcome to Origins

(4:05) Why Are So Many People Leaving Top Firms?

(12:15) Getting the Probabilities On Your Side

(16:01) Building Highly Concentrated Portfolios

(17:33) Lessons Learned in Fund One

(21:37) Tomasz’s Brand v. Theory’s Brand

(27:15) Using Tech at the Core of Theory

(34:31) Asking the Right Questions in AI

(36:56) Predictions for 2026

Learn more about Sapphire Partners: sapphireventures.com/sapphire-partners

Learn more about OpenLP: openlp.vc

Learn more about Asylum Ventures: asylum.vc

Learn more about Top Tier Capital Partners: ttcp.com

Subscribe to the OpenLP newsletter for a monthly roundup of the latest venture insights, including the newest Origins episodes, delivered straight to your inbox.

  continue reading

101 episodes

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