This week on Turpentine VC, we feature a compilation episode of our popular interviews with Tom Tunguz, General Partner at Theory Ventures who just announced a $450M second fund less than two years after launching. Over the course of the episode Tomasz explains their concentrated portfolio approach, and expands on their key theses in AI, decentralized infrastructure, and the future for data businesses (like Databricks and Snowflake).

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LINKS:

Tom’s Website: https://tomtunguz.com/

Theory Ventures: https://theory.ventures/ 

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FOLLOW:

@ttunguz

@Theoryvc

@eriktorenberg

@TurpentineVC

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HIGHLIGHTS FROM THE EPISODE: