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AI Agents Will Supercharge the Future of VC with Tomasz Tunguz
Manage episode 480860615 series 2797344
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.
101 episodes
Manage episode 480860615 series 2797344
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.
101 episodes
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