AI Agents Will Supercharge the Future of VC with Tomasz Tunguz

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Origins - Inside Venture Capital, Hosted by a GP and an LP

OpenLP from Sapphire Partners

116 episodes

1 week ago

Hosted by a General Partner (GP) and a Limited Partner (LP), Origins dives into the venture capital ecosystem to learn how the people behind the money make decisions: How LPs choose VC funds to invest in, what drives performance in venture, the dos and don'ts of fundraising, what founders/entrepreneurs/CEOs need to do to raise a Seed, Series A and beyond, what it takes to go from emerging manager to franchise VC, and the latest private market trends and dynamics shaping the investment ecosystem. Origins is co-hosted by GP Nick Chirls and LP Beezer Clarkson.

Investing

Business

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All content for Origins - Inside Venture Capital, Hosted by a GP and an LP is the property of OpenLP from Sapphire Partners and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Investing

Business

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AI Agents Will Supercharge the Future of VC with Tomasz Tunguz

Origins - Inside Venture Capital, Hosted by a GP and an LP

40 minutes 25 seconds

8 months ago

AI Agents Will Supercharge the Future of VC with Tomasz Tunguz

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

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