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Tomasz Tunguz · @tomasztunguz

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My X Posts Oct 2026 Summary

From x.com/ttunguz

In late October 2026 I posted a thread on X summarizing the accelerating AI landscape – from voice‑model breakthroughs to shrinking infrastructure timelines and the emergence of $500 M seed‑stage funding rounds.

Google’s voice model version is 3.8.

Dark‑fiber infrastructure took 10 years to fill its promise.

AI infrastructure is achieving comparable maturity in 5 years, half the time of dark fiber.

An AI seed round may now need $500 M just to prove an idea.