Apoorv Agrawal
@apoorv03
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Investing at Altimeter. Before: eng @palantirtech, alum @stanford. Views here personal
San Francisco
Joined December 2012
Users voting with their time! . ChatGPT mobile users now average ~18 min/day, continue to pull away from other AI apps
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Great conversation with @oegerikus to discuss the future of AI x CyberSecurity on @business with @EdLudlow & @CarolineHydeTV. America's top hacker is now a set of AI agents, and not a human. @Xbow hunts bugs in seconds, spots attack paths humans miss, and lets a lean team
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Continue to believe Neuralink will be the most important company this decade. Some highlights from @neuralink's Summer '25 update:. #1 On consciousness: there are 3 layers of thinking. The first is our limbic system which is our instincts. Second, our cortical system which is
Well-articulated analysis of @Neuralink. Important edit: bit rate and patient number will increase hyperexponentially over the next 5+ years. My guess is combined I/O Bit rate > 1Mbs and augmented humans >1M by 2030.
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🚨 HOT TAKE 🚨 I asked @oegerikus: What is the most overhyped field in AI? He didn't blink: Code Generation! 🌶️. Coming from the legend who built Github Copilot and now leads @xbow, that’s a reality check. Watch the 90-sec clip, then join us at 8:30 AM PT on Bloomberg Live with
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Catch @oegerikus and I live at 8.30 AM PT tmr as we dive deeper into @Xbow with @CarolineHydeTV @EdLudlow on @BloombergTV . 🎥 Sneak peek of the spice here! Rapid-fire State of AI Q&A with @oegerikus: .- biggest AI opportunity (beyond @Xbow).- his go-to productivity hack.- a
XBOW has become the top hacker in the US on @Hacker0x01, outperforming every human participant. Alongside this milestone, we are announcing our $75M Series B with @apoorv03 of @altcap. As bad actors get more advanced and use AI to become more powerful, @XBOW is our answer. XBOW.
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Thrilled to announce our partnership with @Xbow @oegerikus @nicowaisman and team! . Cyber threats are exploding as AI accelerates the pace of code and exploits at an exponential pace. Human experts can’t keep up. XBOW can help!. Founded by Github Copilot creator @oegerikus, XBOW
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We are hosting a poker + dinner evening on Tue 7/1 in SF (Altimeter's first in the city). Great food, better banter, and some lucky cards ♥️♣️♦️♠️. Pls DM me if you're keen!.
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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!
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Relentless pace of shipping!.
Projects Update 📝. We’re adding more capabilities to projects in ChatGPT to help you do more focused work. ✅ Deep research support.✅ Voice mode support.✅ Improved memory to reference past chats in projects.✅ Upload files and access the model selector on mobile.
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Congrats @jainarvind & @glean - one of many milestones to come! . From search to answers to agents at scale, Glean is helping orgs like @databricks @bookingcom & @zillow redefine what it means to Work with AI. Stoked to be partnered with @arvind_jain and team. Welcome.
I’m excited to share that today @glean raised $150M in Series F funding at a $7.2B valuation — accelerating our mission to transform how enterprises unlock their collective knowledge through AI. @Glean was founded with a bold vision: to empower every employee with AI solutions
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Music and tech have a love-hate relationship. Will AI be any different? Some thoughts ✍️.
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Very meaningful announcements today! . ChatGPT rapidly evolving to be my #1 knowledge work app! . @kevinweil @neelajj 🚀.
💥 Super excited about today's launches:.* Deep Research can now search across @github, @googledocs, @gmail, @googlecalendar, @SharePoint, @Outlook, @HubSpot, @Dropbox, @Box, and more. * You can connect any chat to @googledocs, @SharePoint, @Dropbox, and @Box .* An initial.
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.@chamath is right on latest @theallinpod: As level of abstraction in coding languages has risen, new developers have been minted. See chart: Python / JS soared in as C/C++ flattened --> # devs accelerate. Now add English to the mix. Arguably the lowest abstraction language
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The business of software is evolving. From one-time (on-prem) --> recurring (subscription) --> re-occurring (usage-based) --> pay for outcomes (success-based e.g. $2 per support ticket resolution). Risk shifting from customer (on-prem) to producer (success-based) . And margins
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