Tomasz Tunguz ✓

@ttunguz · San Francisco, CA · joined 08 Nov 2007

Venture capitalist at @theoryvc Student of Startups Backer of 9 unicorns Author of https://t.co/IWw3R3RVLm Subscribe https://t.co/iDgoLXaF98

128 282Followers

359Following

13 397Posts total

167.7KViews on collected posts

Latest posts

Tomasz Tunguz ✓@ttunguz5 Sep

@ttunguz The super challenging dynamic at the moment is that our deficit is so high and the treasury is issuing so much, and its crowding out bond markets The Treasury has to issue ~$10-$11t of new debt in the next 4 years - ~2x the cost of the entire data center buildout (!!) 533 views · 1 likes · 0 reposts · 0 replies Open on X →

Tomasz Tunguz ✓@ttunguz5 Sep

@ttunguz Not easy to achieve. Money is one thing. Partisan gridlock, environmental opposition and administrative procedures are other concerns. May need more time. 405 views · 0 likes · 0 reposts · 0 replies Open on X →

Tomasz Tunguz ✓@ttunguz4 Sep

@ttunguz most of recent gdp growth in the US has been driven by hyperscaler build out. if they do not succeed, us economic growth will stall and thus treasuries becomes unsustainable. hence, they are too big to fail... 1.3K views · 5 likes · 0 reposts · 1 replies Open on X →

Tomasz Tunguz ✓@ttunguz4 Sep

Over the next five years, US data center capacity will grow from 25 gigawatts to 70 gigawatts, part of a global buildout costing roughly $5t. Where will the money come from? https://t.co/JDthmRU7rr 119.3K views · 264 likes · 27 reposts · 12 replies Open on X →

Tomasz Tunguz ✓@ttunguz4 Sep

Model companies buy electricity by the megawatt and resell it as cognitive work. Anthropic's revenue has run as high as $50m per megawatt, against $10-15m of compute. https://t.co/b8UsOE77FR 23.5K views · 131 likes · 12 reposts · 10 replies Open on X →

Tomasz Tunguz ✓@ttunguz3 Sep

How large is Snowflake's AI revenue? Management lowered product gross margin guidance from 76% → 74% due to "fast-growing AI workloads." If GPU inference runs at ~25%–35% gross margins, that 200 bps compression implies ~$60M–$75M/quarter (~$240M–$300M ARR) in direct AI token ht 12.7K views · 85 likes · 9 reposts · 13 replies Open on X →

Tomasz Tunguz ✓@ttunguz3 Sep

Meta launched two things yesterday : a state-of-the-art model & a new pricing system for foundation models. Muse Spark propels US open source models to the frontier. Meanwhile, the pricing system resets the industry’s economics. https://t.co/OQZhU7hqMh 5.2K views · 47 likes · 1 reposts · 5 replies Open on X →

Tomasz Tunguz ✓@ttunguz2 Sep

Enormously important for US to have SoTA open models 4.7K views · 30 likes · 1 reposts · 6 replies Open on X →

Against accounts of the same size

8 posts from the last 90 days, next to the 100K–1M follower range. shown widely, but few of those viewers react.

Median views4 950this account5 983median for 100K–1M

Reach, %3.86%this account1.49%median for 100K–1M

Engagement, %0.57%this account0.93%median for 100K–1M

Metric	This account	Median for 100K–1M	Ratio
Median views per post	4 950	5 983	0.83×
Reach (views ÷ followers)	3.86%	1.49%	2.59×
Engagement rate	0.57%	0.93%	0.61×

Others in this range → Compare with another account → How these benchmarks are built →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

4.7K2 Sep

5.2K3 Sep

12.7K

23.5K4 Sep

119.3K

1.3K

4055 Sep

533

Last 8 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.78%2 Sep

1.02%3 Sep

0.86%

0.68%4 Sep

0.26%

0.46%

0.00%5 Sep

0.19%

Reactions — likes, reposts, replies and quotes — divided by views. Median for 100K–1M accounts is 0.93%.

What the audience does

Likes33.2%563 in total

Reposts3.0%50 in total

Replies2.8%47 in total

Quotes0.9%15 in total

Bookmarks60.2%1 019 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.

Latest posts

Against accounts of the same size

Growth & engagement

Views per post

Engagement rate per post

What the audience does

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