Reading up on Tomasz Tunguz
5 deep · digging since feb 03
- Inference Is the Most Important Market in Software
AI inference market will grow to ~$350B by 2027, surpassing the $161B database market and fundamentally reshaping software unit economics.
- AI Productivity Doesn't Mean What I Think It Means
AI boosts the ceiling of human output, shifting effort from structural fixes to fine‑grained craft rather than reducing overall work.
- Most AI Work Can Wait
Routing layer design, not model choice, drives cost efficiency by sending 70-80% of AI traffic to cheap local or async models.
- Is AI Doing Less & Less?
A six-month evolution from fully agentic AI to a hybrid architecture shows 65% of workflow nodes now run as deterministic code, improving reliability and cost efficiency.
- Dissecting the Internet's Most Novel Creature
On the AI-only social network Moltbook, AI agents break the 1-9-90 participation rule but concentrate attention (Gini 0.979) more than any human platform.