Archive - Apoorv’s notes

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 •

October 2024

Palantir: The Founder Foundry

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

Oct 16 •

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 •

and

August 2024

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

Consumer AI at crossroads

Aug 9 •

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 •

January 2024

New VC in town: “MANG”

What does the rise of MANG VC mean for entrepreneurs?

Jan 18 •

November 2016

Deep Learning 101

This is meant to be a quick (under 10 min) read for a non-technical audience. Enjoy!

Nov 23, 2016 •

March 2016

Amy Ingram — a product review

For those of you who haven’t heard of Amy Ingram, Amy is software created to help you with scheduling. Amy, the Jarvis (just a rather very…

Mar 29, 2016 •

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