Apoorv Agrawal (@apoorv03) / X

Apoorv Agrawal

785 posts

Apoorv Agrawal

@apoorv03

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

linkedin.com/in/apoorv03

Joined December 2012

Pinned
Apoorv Agrawal
@apoorv03
Apr 3
Taught my first class at Stanford Engineering yesterday. "Economics of the AI Supercycle" Condensing everything I've learned investing across the AI stack into a course. Nothing sharpens your thinking like teaching it to brilliant students. Packed room, great questions, blown
54K
Apoorv Agrawal
@apoorv03
Dec 12, 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 year. As an investor, we look for transformative innovations — where
14M
Apoorv Agrawal
@apoorv03
Apr 25, 2024
The Semis layer makes ~90% of all Gen AI profits today! Where does future value accrue and how do we get there? I explore where the $$ in Gen AI is today (semis), where it's headed (apps), and how it compares to prior tech breakthroughs.
149K
Apoorv Agrawal
@apoorv03
Jan 18, 2024
Step aside Sand Hill Road, “MANG” is now the largest VC in town! I dive into the implications of this phenomenon: apoorv03.com/p/mang
489K
Apoorv Agrawal
@apoorv03
Oct 16, 2024
Palantir isn’t just a company - it’s a founder factory. @CobiBGantz and I dig into @PalantirTech's unique culture and unpack the key ingredients that make it so: 1. Uncompromising Talent Bar 2. Mission Orientation 3. Forward Deployed Engineering: Deliver Outcomes, Not Software
114K
Apoorv Agrawal
@apoorv03
Jun 23, 2023
Excited to share that I’ve joined Altimeter Capital! I’ll be investing in visionary founders across their journey from the early days through IPO and beyond. Tremendous respect for @altcap's investment strategy, portfolio, and team. Thrilled to join @_clarktang @jaminball
156K
Apoorv Agrawal
@apoorv03
Jun 20, 2025
In 2.5 yrs since launch, ChatGPT’s mobile DAUs crossed X Particularly noteworthy because ChatGPT has no network effects, no news, and no memes. Just answers, productivity, and chat!
34K
Apoorv Agrawal
@apoorv03
Oct 2, 2024
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
29K
Apoorv Agrawal
@apoorv03
Oct 6, 2025
Biggest takeaway from Dev Day is Apps SDK. Turns ChatGPT into a work super app. You start with a prompt, it routes to Figma, Canva, Spotify, Zillow, and back. The OS shifts from device to intent. Distribution becomes “be where the prompt is.” Prediction: within 12 months the
28K
Apoorv Agrawal
@apoorv03
Jul 4, 2023
I arrived in the US a decade ago. As an exchange student @Stanford, I was inspired. Every immigrant's journey to the US is unique. What’s common is the courage to pursue dreams and the heartache of being away from home. I've called 3 countries home, each shaping me in
40K
Apoorv Agrawal
@apoorv03
Aug 9, 2024
Why Meta & Google may win Consumer AI, before ChatGPT does! A 🧵 1/ ChatGPT burst onto the scene as the killer AI app, setting off alarm bells across the tech world. But while its run has been impressive, usage metrics suggest that Meta/Google/Tiktok have much better engagement
45K
Apoorv Agrawal
@apoorv03
Jul 30, 2024
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
Apoorv Agrawal
@apoorv03
Apr 26, 2024
AI nuggets in $MSFT earnings: 1) Coding copilots hitting escape velocity! @github Copilot accelerating (1.0 --> 1.3 --> 1.8m subs) 2) A new type of hardware: Copilot on Windows PC (75m --> 225m) 3) Copilot growing nicely across MSFT Suite (Azure Arc, Studio, Fabric, etc.)
27K
Apoorv Agrawal
@apoorv03
Apr 10, 2025
For years, the web operated on dumb memory — cookies that remembered your login, your shopping cart, and profiled you on metadata. But people want more than static recall. They want systems that understand them, adapt to them, and grow with them. That’s what ChatGPT’s memory
OpenAI
@OpenAI
Apr 10, 2025
Starting today, memory in ChatGPT can now reference all of your past chats to provide more personalized responses, drawing on your preferences and interests to make it even more helpful for writing, getting advice, learning, and beyond.
00:00
78K
Apoorv Agrawal
@apoorv03
Nov 7, 2024
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 /
7.9K