Apoorv Agrawal @apoorv03
Investing at Altimeter. Before: eng @palantirtech, alum @stanford. Views here personal apoorv03.com San Francisco Joined December 2012-
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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.)
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 $$ in Gen AI is today (semis), where it's headed (apps), and how it compares to prior tech breakthroughs. apoorv03.com/p/the-economic…
Congrats @anduriltech @SchimpfBrian @mttgrmm and team!
Congrats @anduriltech @SchimpfBrian @mttgrmm and team!
Customer service will be redefined with AI. Fierce battle brewing in the space, but Parloa stands out as one focused on the largest enterprises, with the highest quality product across voice/text etc. @maltekosub and I dig into our partnership below CC @altcap
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Am I missing something? Why isn’t anybody connecting the Copilot Workspace announcement to Devin? Biggest company in the world announces a release of a competitor to the most widely seen dev product announcement of the year? Only saw one incidental mention of the connection.
My inaugural Augment blog: augmentcode.com/blog/reimagini…
Code AI agents need to deeply integrate with your editor and let you make edits in an environment with full code context. Prompting/reviewing your way to 100%-correct sucks (or else all the best engineers would have become non-coding managers already).
it's my first day as @theinformation's new financial analysis columnist! i'll be crunching numbers shaping the tech world. if you want to help me cook, pls send hot takes, tough q's and musings on big tech, startups, and everything in between: anita.ramaswamy@theinformation.com
A complete inverted incentive structure.. Could this be resolved from a purely increase in supply ?
The Semis layer makes ~90% of all Gen AI profits today! Where does future value accrue and how do we get there? I explore where the $$ in Gen AI is today (semis), where it's headed (apps), and how it compares to prior tech breakthroughs.
@sriramkri @__praana__ @apoorv03 @altcap Thank you for the input @sriramkri, now it should be more clear.
@apoorv03 This is excellent Apoorv, thanks for pulling it together.
Memory is coming to all AIs and its going to be a game changer. Memory is an essential feature of a good personal assistant, Its also the path to create switching costs for consumers. The race is on. @BG2Pod openai.com/blog/memory-an…
@apoorv03 @maltekosub @altcap Got it. Would love to chat. [email protected]
Grt thread & good reminder that everybody over 35/40 should get a Calcium CT scan. Cholesterol doesn’t measure plaque - a CT scan does - and can save your life. 30 mins, $150 out of pocket. Google “CT scan center” - no doc referral needed.
However.... The more plaque you have The greater the odds of a heart attack. In simple terms: "You can't die from a condition you don't have" /4
One of the best AI industry breakdowns I have seen - hugely valuable read. Great work @apoorv03. I particularly liked #3 and how it helped me think about DEPIN and its value accrual over the next few years. Is DEPIN a leading or lagging indicator of the trend towards value…
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 $$ in Gen AI is today (semis), where it's headed (apps), and how it compares to prior tech breakthroughs.
2/ @apoorv03 on how 90% of all profits in GenAI go to semiconductors: apoorv03.com/p/the-economic… @michaelrwolfe’s “start where you are” is a good mindset for a founder: medium.com/point-nine-new…
💯!! thats why we work so hard @GroqInc to liberate tokens!
Little tech really needs to get a lot more aggressive against big tech. They're going for full control right now.
This chart tho! @apoorv03 shows the value distribution in gen AI. Semis absorbing 90% of the profits.. Right now, the V shaped curve of cloud era (where apps = the money-makers) is inverted☁️
The Semis layer makes ~90% of all Gen AI profits today! Where does future value accrue and how do we get there? I explore where the $$ in Gen AI is today (semis), where it's headed (apps), and how it compares to prior tech breakthroughs. apoorv03.com/p/the-economic…
let me show you how Wall Street works
Will Meta’s free & open Llama models impact the VC backed models (OpenAI, Anthropic, Mistral, Cohere, etc) like Google’s free maps did to the GPS biz models? Challenge is to build something so superior to $META that enterprises / consumers like it alot better than free. 🤷♂️
Such an amazing analysis of value capture in the AI layer today and how it potentially evolves by my former colleague @apoorv03 Interesting to see that in this first phase of a technology shift, semi-conductors companies extract most value and how this value evolves over time.
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. apoorv03.com/p/the-economic…
Great to host Anduril's first investor @briansin at HQ today to celebrate yesterday's CCA win!
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