Apoorv Agrawal

In this lively discussion, Apoorv Agrawal interviews Sherwin Wu, head of engineering at OpenAI, and Olivier Godement, head of product at OpenAI, about the transformative power of AI in enterprise settings. They dive into T-Mobile's innovative AI-driven customer support and Amgen's use of AI to accelerate drug development. The conversation also explores challenges in deploying AI solutions at Los Alamos National Labs and the anticipated capabilities of GPT-5, touching on customization and multimodal functions that promise to enhance business applications.

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.

Mike Blue, CEO of HistoSonics, explains noninvasive ultrasound surgery and FDA milestones. Amjad Masad, founder of Replit, unveils Agent 4, canvas features, and a $400M raise. Owen Jennings from Block breaks down Cash App’s functionalization and AI-driven org changes. Apoorv Agrawal of Altimeter discusses winner-take-most dynamics in consumer AI and durability metrics.