The Theory Ventures venture theory with Tomasz Tunguz

This week, Alex talked to Theory Ventures founder Tomasz Tunguz on the show. As long-time readers of his work, having the former Redpoint investor on the show was a no-brainer. They got into Why Tunguz left Redpoint and started his own fund and the thesis that underpins Theory Ventures’ investments and the future of machine learning, why Tunguz is bullish on Ethereum and the value of software, the health of software companies, and why venture math still holds up at lower valuation multiples.