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Apoorv Agrawal

@apoorv03 • 18,946 subscribers

Investing at Altimeter. Before: eng @palantirtech, alum @stanford. Views personal no investment advice

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Anya Rossi

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One of the most substantive classes with Chase Lochmiller at Stanford. We went deep on economics of the datacenter: - Where is the ~$650B of AI infra capex actually going this year? - Who's capturing the margin, who's getting squeezed? - How the bottleneck has moved from GPUs to power, and where it goes next - The economics of neoclouds

One of the most substantive classes with Chase Lochmiller at Stanford. We went deep on economics of the datacenter: - Where is the ~$650B of AI infra capex actually going this year? - Who's capturing the margin, who's getting squeezed? - How the bottleneck has moved from GPUs to power, and where it goes next - The economics of neoclouds

241,377 views • 3 months ago

MS&E 435 with Ali Ghodsi - the most insight dense conversation I've had this year. We cover the death of software, AI's jagged frontier, AGI implications, open source AI vs closed, advice for students as they navigate education and careers!

MS&E 435 with Ali Ghodsi - the most insight dense conversation I've had this year. We cover the death of software, AI's jagged frontier, AGI implications, open source AI vs closed, advice for students as they navigate education and careers!

60,601 views • 2 months ago

Some AI humor Ali Ghodsi speedran the entire AGI debate in 30 seconds in MS&E 435: Q: who thinks we have AGI? → ~10% raise hands go up Q: who thinks most people you interact with aren't as smart as the smartest model you use? → 90%+ hands go up Q: ok, let's start over. who thinks we DON'T have AGI? 🤣 QED 🤡

Some AI humor Ali Ghodsi speedran the entire AGI debate in 30 seconds in MS&E 435: Q: who thinks we have AGI? → ~10% raise hands go up Q: who thinks most people you interact with aren't as smart as the smartest model you use? → 90%+ hands go up Q: ok, let's start over. who thinks we DON'T have AGI? 🤣 QED 🤡

27,885 views • 2 months ago

Class 1 recording is up. MS&E 435: Economics of The AI Supercycle → The shape of the AI stack → Where's the money? (Hint: mostly NVIDIA) → The marginal cost problem: why AI ≠ software → Will ChatGPT be YouTube or Spotify? (Subs vs ads) Today: sunny madra and Brad Gerstner join us for Class #2 discussing the economics of inference.

Class 1 recording is up. MS&E 435: Economics of The AI Supercycle → The shape of the AI stack → Where's the money? (Hint: mostly NVIDIA) → The marginal cost problem: why AI ≠ software → Will ChatGPT be YouTube or Spotify? (Subs vs ads) Today: sunny madra and Brad Gerstner join us for Class #2 discussing the economics of inference.

24,065 views • 3 months ago

Class 2 of MS&E 435 - Economics of AI Inference - is live! The Groq story alone was worth the class. Why did Nvidia paid $20B for Groq? TLDR: It wasn't about building a better GPU. Groq's deterministic, SRAM-heavy chip disaggregated the decode layer. Same power footprint, 2.5x more tokens. Big thanks to Brad Gerstner and sunny madra for doing this with our class.

Class 2 of MS&E 435 - Economics of AI Inference - is live! The Groq story alone was worth the class. Why did Nvidia paid $20B for Groq? TLDR: It wasn't about building a better GPU. Groq's deterministic, SRAM-heavy chip disaggregated the decode layer. Same power footprint, 2.5x more tokens. Big thanks to Brad Gerstner and sunny madra for doing this with our class.

21,677 views • 3 months ago

Thrilled to announce our partnership with XBOW Oege de Moor Nico Waisman 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 Oege de Moor, XBOW fields an autonomous swarm of ethical hackers that launch real-world attacks, surface fixes, and learn continuously. Zero human intervention required. In fact, XBOW’s fully-autonomous AI hacker just claimed the #1 white-hat slot on HackerOne, outpacing human pros. With XBOW, enterprises don’t have to choose between security and speed: every deploy is tested to be secure, 24 x 7, autonomously! The mission is simple: secure the world’s software in the AI era. 🔐🚀 Excited to partner Brad Gerstner Nat Friedman Konstantine Buhler !

Thrilled to announce our partnership with XBOW Oege de Moor Nico Waisman 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 Oege de Moor, XBOW fields an autonomous swarm of ethical hackers that launch real-world attacks, surface fixes, and learn continuously. Zero human intervention required. In fact, XBOW’s fully-autonomous AI hacker just claimed the #1 white-hat slot on HackerOne, outpacing human pros. With XBOW, enterprises don’t have to choose between security and speed: every deploy is tested to be secure, 24 x 7, autonomously! The mission is simple: secure the world’s software in the AI era. 🔐🚀 Excited to partner Brad Gerstner Nat Friedman Konstantine Buhler !

25,060 views • 1 year ago

ERP is a large + mission critical software category that is dominated by incumbents born in the prior century (SAP 1970s, Quickbooks 1980s, Netsuite 1990s). A lot has changed since then. Everest is re-inventing ERP from the ground up leveraging the latest advancements in AI! Brad Gerstner and I are thrilled to partner with Franz Faerber Sandeep Chopra and the Everest team. Check out our conversation w our thesis:

ERP is a large + mission critical software category that is dominated by incumbents born in the prior century (SAP 1970s, Quickbooks 1980s, Netsuite 1990s). A lot has changed since then. Everest is re-inventing ERP from the ground up leveraging the latest advancements in AI! Brad Gerstner and I are thrilled to partner with Franz Faerber Sandeep Chopra and the Everest team. Check out our conversation w our thesis:

36,494 views • 2 years ago

Customer service will be redefined with AI. Fierce battle brewing in the space, but Parloa stands out as one focused on the largest enterprises, with the highest quality product across voice/text etc. Malte Kosub and I dig into our partnership below CC Brad Gerstner

Customer service will be redefined with AI. Fierce battle brewing in the space, but Parloa stands out as one focused on the largest enterprises, with the highest quality product across voice/text etc. Malte Kosub and I dig into our partnership below CC Brad Gerstner

23,831 views • 2 years ago

Excited to double down on our partnership with Parloa with our friends Chad Peets General Catalyst EQT Group Doreen Huber Hemant Taneja Max Rimpel and Durable! Since our first investment, Parloa has proven to be a truly enterprise-grade CX solution. Voice still swallows most CX spend; Parloa’s low-latency agents shrink peak-staffing costs, and once voice is solved, chat & messaging follow. Second, Parloa provides global coverage! Automating European language support is 3-5x more expensive than English. Fine-tuned speech models in 40 + languages turn the €20-40/hr cost of multilingual agents into instant AI. Finally, the proof in the numbers. Revenue 4× in 12 months; marquee hyperscalers are customers and partners; A-team talent from Adyen, Stripe, AWS and more. Catch the video for the full story!

Excited to double down on our partnership with Parloa with our friends Chad Peets General Catalyst EQT Group Doreen Huber Hemant Taneja Max Rimpel and Durable! Since our first investment, Parloa has proven to be a truly enterprise-grade CX solution. Voice still swallows most CX spend; Parloa’s low-latency agents shrink peak-staffing costs, and once voice is solved, chat & messaging follow. Second, Parloa provides global coverage! Automating European language support is 3-5x more expensive than English. Fine-tuned speech models in 40 + languages turn the €20-40/hr cost of multilingual agents into instant AI. Finally, the proof in the numbers. Revenue 4× in 12 months; marquee hyperscalers are customers and partners; A-team talent from Adyen, Stripe, AWS and more. Catch the video for the full story!

11,860 views • 1 year ago

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