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Największe pytanie w AI teraz: Gdzie będzie gromadzona wartość?
Aplikacje: ~$25B
Infrastruktura: ~$30B
Półprzewodniki: ~$200B
Nvidia właśnie osiągnęła rekordowe przychody w wysokości 46,7 miliarda dolarów w ostatnim kwartale (szac. 46,1 miliarda dolarów), co stanowi imponujący wzrost o 56% rok do roku dla 32-letniego biznesu.
"Setki miliardów dolarów są inwestowane w budowę centrów danych, pozyskiwanie chipów i infrastrukturę, aby to wszystko umożliwić."
Aplikacje: OpenAI, Anthropic, Perplexity, Glean
Infrastruktura: AWS, GCP, Azure, CoreWeave, Crusoe
Półprzewodniki: Nvidia, AMD, Groq, Cerebras
Apoorv Agrawal (@apoorv03), Partner @AltimeterCap
27 sie 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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