Tailwinds
Apoorv AgrawalMy notes on the business of technology and the tailwinds that power it
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 21 | Subscribers | Read | apoorv03.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The Economics of Generative AI: Two Years Later
I am excited to update my original analysis from 2024: The Economics of Generative AI. This is the analysis I come back to more than anything else I’ve written because it’s a reminder of the “physics” of the AI industry.
The State of Consumer AI. Part 3: Time is Money
In Part 1, I showed that ChatGPT has pulled away in usage. 900M WAUs, ~70% market share, the only AI app on a trajectory toward core utility status. In Part 2, I showed that the engagement underneath those numbers is real. Improving WAU:MAU...
Conversation with Nick Turley, Head of ChatGPT
What drove ChatGPT from 0 to a billion users? How do they plan to get the next billion?
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’...
Authors
The writers behind this newsletter.
Investing, Technology, and Startups
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