Apoorv’s notes

Why we invested in Baseten

Building the inference abstraction layer

Jan 23 • Apoorv Agrawal

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1

Congrats Parloa!

Series D

Jan 15 • Apoorv Agrawal

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1

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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3

December 2025

The Revolut Story: A Decade of Compounding

… with many more decades to follow

Dec 18, 2025 • Apoorv Agrawal

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1

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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1

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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1

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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August 2024

Why Meta & Google may win Consumer AI, before ChatGPT does

Consumer AI at crossroads

Aug 9, 2024 • Apoorv Agrawal

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April 2024

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?

Apr 25, 2024 • Apoorv Agrawal

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