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La plus grande question en IA en ce moment : Où la valeur va-t-elle s'accumuler ?
Applications : ~25 milliards de dollars
Infrastructure : ~30 milliards de dollars
Semi-conducteurs : ~200 milliards de dollars
Nvidia vient d'atteindre un chiffre d'affaires record de 46,7 milliards de dollars le trimestre dernier (est. 46,1 milliards de dollars), une impressionnante croissance de +56 % d'une année sur l'autre pour une entreprise de 32 ans.
"Des centaines de milliards de dollars sont investis dans la construction de centres de données, l'acquisition de puces et l'infrastructure pour permettre tout cela."
Applications : OpenAI, Anthropic, Perplexity, Glean
Infrastructure : AWS, GCP, Azure, CoreWeave, Crusoe
Semi-conducteurs : Nvidia, AMD, Groq, Cerebras
Apoorv Agrawal (@apoorv03), Partenaire @AltimeterCap
27 août 2025
BREAKING: Unpacking the largest investment in the history of Altimeter → OpenAI
Reaching a $500B valuation & 700M WAUs, Apoorv Agrawal, AI & Software Partner at Altimeter, breaks down how to value OpenAI's insane growth
We dig into the numbers.
+ PLTR FDE, XBOW, Power Laws, Supercycles
Highlights
- AI Supercycle Mirrors Past Technology Shifts
- “Speed Is the Only Moat”
- Power Law of VC
- XBOW & the Future of Cybersecurity
- Palantir Culture → Forward Deployed Engineers
Timestamps
(00:00) Altimeter’s $10B+ AUM strategy
(01:57) Why Altimeter concentrated its largest investment ever in OpenAI
(04:45) VC Power Law: Why 0.3% of companies drive 99% of returns
(09:25) Consumer adoption of ChatGPT & enterprise spillover
(12:08) Velocity: Why speed is the ultimate moat in AI
(14:18) Parasocial relationships with ChatGPT
(19:29) Adoption curves: Raising the ceiling vs. raising the floor
(23:30) Defining AGI & DOOM
(25:40) GPT-5 release: Volatility, iteration, & anti-fragility
(32:00) XBOW AI: When AI becomes the world’s top hacker
(38:22) Where AI value accrues: Chips, infrastructure, or applications
(42:50) $1B talent wars & Meta’s AI strategy
(44:12) Palantir’s billion-dollar FDE culture
(50:10) Lessons from Shyam Sankar & Alex Karp
(53:52) Evaluating founder performance & IPO readiness
(55:36) IPO Predictions: Klarna, Discord, Databricks, Cerebras, Anduril
@apoorv03 | @AltimeterCap
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