Apoorv’s notes
Apoorv AgrawalMy notes on the business of technology
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 18 | Subscribers | Read | apoorv03.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The State of Consumer AI. Part 2: Engagement and Retention
Consumer markets follow a power law. Every major platform cycle produces one dominant winner that captures disproportionate value. Google took 90%+ of search. Facebook took social. Apple took mobile profits. The pattern is so consistent it’...
The State of Consumer AI. Part 1: Usage
Two years ago, I argued that consumer AI was heading toward a familiar endgame: distribution would trump raw model quality, and hence the incumbents Google and Meta were best positioned to win. Back then, ChatGPT had ~100M weekly active use...
Why we invested in Baseten
### Inference is compounding, not linear
Congrats Parloa!
# Parloa: Agentic AI for the World’s Most Human Interactions
Authors
The writers behind this newsletter.
Investing, Technology, and Startups
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