Apoorv Agrawal
@apoorv03
Followers
10K
Following
2K
Media
190
Statuses
574
Investing at Altimeter. Before: eng @palantirtech, alum @stanford. Views here personal
San Francisco
Joined December 2012
Great conversation with @sherwinwu and @oliviergodement digging into OpenAI’s work in enterprise
BG2 Guest Interview (new experiment) - Deep Dive OpenAI Enterprise. Forward Deployed Engineering, GPT-5, and More 🚀🤖 @apoorv03 @sherwinwu @oliviergodement @openai
1
6
34
Legends @divyahansg @nilamg 👊
Founding Beacon with @nilamg has been the most intense but also fulfilling time of my life. In just a year, we’ve grown to a team of 30+ and acquired dozens of mission-critical software businesses that quietly power everyday life, helping them bring AI to real-world industries.
0
0
4
Ready to build? @privy_io now live on Aurora Marketplace getting you: * Effortless onboarding * Rock-solid auth flows with killer UX * Instant wallet connections across devices The payoff? Increased retention and wider adoption for any EVM projects coming to @NEARProtocol
12
8
9
A great partnership for a resilient American supply chain!
Important partnership between @VulcanElements and the United States Government that advances resilient and secure supply chains for America’s economic and national security. Secretary @howardlutnick puts it well, “Our investment in Vulcan Elements will accelerate U.S. production
0
0
5
People reading too much into Sam being feisty. I love that about him & in our founders. We laughed about it after. If you listen to his words - here is what is said: (1) alot more than $13 B revs in 2025, (2) $100 B revs sooner than people expect, (3) spending commitments
How can OpenAI with $13 billion in revenues make $1.4 trillion of spend commitments? (Source: @BG2Pod ) Sam Altman: “First of all. We’re doing well more revenue than that. Second of all, Brad, if you want to sell your shares, I'll find you a buyer. I just, enough. I think
409
85
1K
Happy Halloween 👻
BG2. All things AI w @sama & @satyanadella. A Halloween Special. 🎃🔥@bg2pod @altcap -- (00:00) Intro (02:28) Microsoft’s Investment in OpenAI (03:19) The Nonprofit Structure and Its Impact (05:46) Health, AI Security, and Resilience (07:50) Models, Exclusivity, and
0
0
9
One of many milestones to come for the incredible team led by @oegerikus! 🚀
Seeing our logo on the NYSE floor as the Early Growth Stage Winner on the #Cyber60 is a proud milestone, and a glimpse of where cybersecurity is headed. “The rapid advances of AI and the ceaseless scheming of hackers make cyber startups one of the most dynamic and innovative
0
0
7
Security is one of the most important areas in AI, as @altcap said at GTC! @Xbow is leading the charge on startups that are innovating in Cyber! Great shoutout for @oegerikus and team by @George_Kurtz
1
6
23
Productivity hack I did not expect: have a baby. Nothing clarifies “High Priority” like a 3am stakeholder. 🐣 Had I known earlier…
3
1
41
Happy Diwali! 🪔 Wishing for less hallucination and more illumination in the new year 🤖 💡😅
0
1
12
Important convo to fully internalize. We overestimate impact of tech in short term and underestimate that in long term. That short term overestimation seems to be around the corner.
My pleasure to come on Dwarkesh last week, I thought the questions and conversation were really good. I re-watched the pod just now too. First of all, yes I know, and I'm sorry that I speak so fast :). It's to my detriment because sometimes my speaking thread out-executes my
2
2
31
2023 and 2024 will be one of the best vintages of venture investing
8
0
39
I haven’t been as present covering the Kings lately — not from disinterest, but because I’ve been pouring my energy into something that feels like the foundation of everything I care about. While I rarely talk politics online, I’ve quietly built my path in international
thelajollacenter.org
Discover the La Jolla Center for Pacific Strategy, an independent strategy center committed to security, prosperity, and regional cooperation in the Pacific Hemisphere.
2
10
26
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
12
16
167
Wow! What an amazing launch and feels like the ChatGPT moment for video. Would go viral.. GPU gods permitting! 🚀 Huge congrats @billpeeb @rohanjamin @turtlesoupy @sama
0
1
7
A new buying behavior is emerging. Shopping is getting conversational. Intent —> recommendation —> receipt. In one place. For instance as a new parent I’ve made dozens of purchasing decisions in the last week. I resort to ChatGPT for anything above $100. Now I can buy
Cool thing launching today: you can now buy products directly from ChatGPT (starting with Etsy and expanding soon to over a million Shopify merchants). It’s powered by the Agentic Commerce Protocol, an open standard we built with Stripe. Merchants and developers who want Instant
0
1
13
Pod Up. Pure Jensen. Listen twice at 1.5x - lots of nuance in the words that matter. 🇺🇸
BG2. Ep 37. NVDA! $400 B OpenAI Deal; $4 Trillion AI Capex Build Out; ASICS & Comp Moat; Trump, Elon, China, H1Bs & more. @altcap @_clarktang @bgurley (0:00) Intro (0:37) The Year in AI Recap (3:24) OpenAI Stargate & Nvidia Investment (8:41) Nvidia Accelerated Compute TAM
50
98
799
AI attacks are scaling. Defenders aren’t. We're entering the Chaos Phase, where autonomous exploit tools move faster than manual security ever could. With AI, defenders will win. But those that are slow to adopt AI will lose.
2
8
19
I am a big believer in loyalty. In all of life. This kid worked/galloped Libel Proof every time for months. And I told him 3 months ago it is his mount unless he/agent choose something else. I get it. And Libel Proof is his to ride as long as he/agent wants her mount. A lot of
13
6
168
The world knows OpenAI for ChatGPT - their consumer product. Turns out OpenAI has a sizeable enterprise business and we dig into some of the largest enterprise deployments here - @TMobile @Amgen @LosAlamosNatLab
@sherwinwu @oliviergodement @BG2Pod
0
2
5
AI Long? Short? 👀👀
I asked @sherwinwu and @oliviergodement about their favorite businesses in the age of AI 👇 What are you Long? And short?
0
1
8
Altimeter Partner @apoorv03, was featured in the Wall Street Journal on AI Is Turning Traditional Corporate Org Charts Upside Down. He highlights how the rising cost of AI compute is forcing leaders to weigh hiring more engineers against rising productivity of existing
0
1
6
I asked @sherwinwu and @oliviergodement about their favorite businesses in the age of AI 👇 What are you Long? And short?
BG2 Guest Interview (new experiment) - Deep Dive OpenAI Enterprise. Forward Deployed Engineering, GPT-5, and More 🚀🤖 @apoorv03 @sherwinwu @oliviergodement @openai
0
1
6