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Forget Growth. Your Valuation Depends On Your AI Story | Tomasz Tunguz, GP @ Theory Ventures

September 6, 2026·1h 11m·6-min readconversationaltechnology
Podzilla Summary (6 min)
TLDR
Venture capitalist Tomasz Tunguz joins Sam Jacobs, Asad Zaman, and AJ Bruno on Topline to discuss how the AI boom is distorting traditional sales metrics, reshaping go-to-market strategies, and redefining investment dynamics. He argues that current revenue surges are driven not by sales t

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Guest

T

Tomasz Tunguz

conversational on Topline

Mentions

Books, people, and resources mentioned in this episode.

People

Tomasz TunguzSam JacobsAsad ZamanAJ Bruno

Companies

CrowdStrikePalo Alto NetworksNVIDIAPalantir

Products & Tools

Hugging FaceReinforcement Learning

Topics

Artificial IntelligenceBusiness ModelsCybersecurityFuture Of WorkSoftware EngineeringStartupsTech IndustryVenture Capital

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