Apoorv Agrawal

Apoorv Agrawal, a Partner at Altimeter focusing on AI and software, shares insights on the firm's massive $10B investment in OpenAI. He discusses the competitive edge of speed in the AI landscape and the shifts from consumer to enterprise applications. The conversation delves into the ongoing talent wars in Silicon Valley and the rise of AI agents outperforming humans. Apoorv also reflects on his experiences as a forward deployed engineer at Palantir, highlighting the importance of innovation in driving value in an evolving tech world.

Guest Apoorv Agrawal, partner at Altimeter, discusses the rise of MANG VC, the impact of ChatGPT on investment strategies, the 'round trip' effect in investments, valuing AI businesses and market distortions. He also talks about raising capital from MANG VC and the future of AI in the next two years