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Apoorv Agrawal

@apoorv03

Investing at Altimeter. Before: eng @palantirtech, alum @stanford. Views here personal

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Fun Diwali dinner with @altcap @Goyal_Vivek alongside the most inspiring founder CEOs in silicon valley: @jainarvind @swapnil @paraga @RamaswmySridhar @RaghuRaghuram @nitrosf @mohitaron @vivek7ue, Amit Sinha and Ashish Thusoo! Thank you for joining us 🙏 Spicy debate on long /…

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Agents vs Agents! Seeing multiple avenues where agents are battling w agents. Recruiting as an example: students doing interviews with agents on one side. Job platforms offering “Easy Apply” to apply across hundreds of opportunities.


An important conversation from @jaminball @altcap and @bgurley

This was fun! Had a great time joining @altcap and @bgurley on this week's episode



AI nuggets in $MSFT earnings (Oct'24) 1) AI business on track to >$10b ARR next q (in just 2.5 years "fastest business in our history to reach this milestone" 🚀 2) Azure AI: est ~$6b ARR growing 288% y/y 3) M365 Copilot is fastest-ramping M365 SKU company has seen

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AI nuggets in $MSFT earnings (July'24) 1) Azure AI: $5b ARR with 60k customers. Median ACV = $83k. Growing 900% y/y 2) @github Copilot: $300m ARR w 77k customers. Median ACV = $4k. Logos growing 180% y/y 3) Copilots growing nicely: Power platform most widely adopted w 480k…

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Insightful panel with @jainarvind on the future of enterprise copilots! Key takeaways: - @glean “AHA moment”? search that just works across docs, slack, email, calendar, analytics, org charts, etc. Users no longer need dozens of passwords; just start at Glean as a router -…

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Excited to see former @PalantirTech CISO Dane Stuckey and fmr @coursera CRO Leah Belsky join @OpenAI This is on top of the dozens of talented individuals who are joining OpenAI every week! 🚀

"Narrative Violation"👊💥 While the headlines focus on exits, @OpenAI continues to quietly welcome dozens of exceptional talented engineers EVERY WEEK. Congrats to @SebastienBubeck and the incredible engineers joining this week. The future is bright!

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"Narrative Violation"👊💥 While the headlines focus on exits, @OpenAI continues to quietly welcome dozens of exceptional talented engineers EVERY WEEK. Congrats to @SebastienBubeck and the incredible engineers joining this week. The future is bright!

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Reflecting on @elonmusk's @Tesla Optimus demo got me thinking this weekend: will a single robot capable of performing ALL household functionality offered at the price of a car (~50k) create more value? OR smaller specialised robots for specific household functionality (vacuum,…


Not long before Canvas becomes the starting point for document authoring (vs Google docs / MSFT Word). Same for code authoring, email authoring, and other long-form writing!

Four great examples of what Canvas can do, straight from one of the amazing people that built it 👇



Congrats to @OpenAI on an important milestone en route to AGI! Altimeter is thrilled to be an investor. Prior supercycles have led to transformative outcomes (internet → google, mobile → apple, social → meta) that tend to be winner-take-most. OpenAI is leading the AI…

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