Apoorv’s notes

The State of Consumer AI. Part 2: Engagement and Retention

Usage makes headlines. Habits build franchises.

Mar 10 • Apoorv Agrawal

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The State of Consumer AI. Part 1: Usage

Two years ago, I argued that consumer AI was heading toward a familiar endgame: distribution would trump raw model quality, and hence the incumbents…

Mar 2 • Apoorv Agrawal

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January 2026

Why we invested in Baseten

Building the inference abstraction layer

Jan 23 • Apoorv Agrawal

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Congrats Parloa!

Series D

Jan 15 • Apoorv Agrawal

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2026 Predictions!

The Year of Liquidity. $1T+ in new public market cap from AI/tech IPOs and direct listings.

Jan 13 • Apoorv Agrawal

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December 2025

The Revolut Story: A Decade of Compounding

… with many more decades to follow

Dec 18, 2025 • Apoorv Agrawal

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November 2025

Eat Pain --> Excrete Product: The FDE Playbook

A conversation with OpenAI's Head of Forward Deployed Engineering: Colin Jarvis

Nov 26, 2025 • Apoorv Agrawal

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June 2025

Music and tech innovations have a love-hate relationship

Will AI be any different?

Jun 8, 2025 • Apoorv Agrawal

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May 2025

Why Cars Drive Themselves Before Computers Do

Robocars are ready; robot secretaries aren’t… yet.

May 22, 2025 • Apoorv Agrawal

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December 2024

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…

Dec 14, 2024 • Apoorv Agrawal

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October 2024

Palantir: The Founder Foundry

Unpacking Palantir’s Founder Factory: Lessons in Talent, Mission, and Impact

Oct 16, 2024 • Apoorv Agrawal

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September 2024

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…

Sep 10, 2024 • Apoorv Agrawal and Selina Wang

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