Apoorv’s notes

Apoorv’s notes

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Why Cars Drive Themselves Before Computers Do
Robocars are ready; robot secretaries aren’t… yet.
 • 
Apoorv Agrawal
2
Why Neuralink is the most important company this decade
Neuralink is delivering life-changing value to humanity and is at an inflection point as goes from being a technology in the lab to people’s homes this…
 • 
Apoorv Agrawal
2
Palantir: The Founder Foundry
Unpacking Palantir’s Founder Factory: Lessons in Talent, Mission, and Impact
 • 
Apoorv Agrawal
3
Glean: Putting AI to work, at work.
At Altimeter, we have been studying the AI landscape across the stack, from semiconductors to applications, and asking ourselves: Where will value…
 • 
Apoorv Agrawal
 and 
Selina Wang
2
Why Meta & Google may win Consumer AI, before ChatGPT does
Consumer AI at crossroads
 • 
Apoorv Agrawal
The Economics of Generative AI
The Semi layer makes ~90% of all Gen AI profits today! Where does future value accrue and how do we get there?
 • 
Apoorv Agrawal
11
New VC in town: “MANG”
What does the rise of MANG VC mean for entrepreneurs?
 • 
Apoorv Agrawal
2
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Apoorv’s notes
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Apoorv’s notes

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