Tomasz Tunguz
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@ttunguz
Venture capitalist at
@theoryvcStudent of Startups Backer of 9 unicorns Author of tomtunguz.com Subscribe ttunguz.kit.com/ef0a779b9c
Benchmarked deepseek-v4-flash vs qwen3-8-27b on 9 complex tasks in my own agent stack. With reasoning on, qwen edges Flash on quality. Off, it scores worst of the three. The cost isn't accuracy, it's that qwen thinks more. 30x slower, 4.5x pricier. n=9, not a verdict.
State of the art models are two-thirds smarter than they were last November. The frenetic pace of improvement is sustained, two new models every three days. But 84% of tokens on OpenRouter aren’t state of the art.
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Honestly, Who Buys SOTA?
State of the art models are two-thirds smarter than they were last November. The frenetic pace of improvement is sustained, two new models every three days. 1 But 84% of tokens on OpenRouter aren’t...
Nobody told them to attack Hugging Face. They were told to pass the exam. Which raises the question : was the AI benevolent with accidentally bad behavior, seemingly benevolent but actually malevolent, or something else?
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The OpenAI Hack & the Question of Intent
Nobody told them to attack Hugging Face. They were told to pass the exam. Which raises the question : was the AI benevolent with accidentally bad behavior, seemingly benevolent but actually...
The collapse in SaaS has depressed multiples. But in nearly every category, a leader thrives.
Article
A Winner in Every Category
The collapse in SaaS has depressed multiples. But in nearly every category, a leader thrives. CrowdStrike trades at 3.9x the security median ; Cloudflare at 3.4x infrastructure ; & Shopify at 8.1x...
