Apoorv Agrawal
@apoorv03
Investing at Altimeter. Before: eng @palantirtech, alum @stanford. Views here personal
Come and meet XBOW! Apart from the thing itself, also chat with some of the humans that are building it: @nicowaisman, @moyix, @pwntester, @niemand_sec, @djurado9, @ntrippar, @ca0s. I'd love to talk too!
Meet the #1 AI Pentester in America at BlackHat! We're bringing XBOW to Vegas — join us at booth #3257 to see it in action. #BlackHat2025
At Altimeter, we believe the best way to understand the future is by listening closely to the people building it. That’s why we’re thrilled to launch Altitude: The Founder Library—a new series where our investment partners sit down with the founders in our portfolio to talk…
Smiling :-) ChatGPT's moat in one word! ChatGPT’s retention curve exhibit a "smile", as they bend up after month 4. Lapsed users are returning to ChatGPT... a rarity in consumer apps. Probably a result of OpenAI's feature velocity!

Great conversation with CNBC @SquawkBoxEurope anchors discussing the AI Supercycle, talent wars in AI, and where value accrues in AI! @ArjunKharpal
I have always had way more micro-ideas than I had time to implement, test and evaluate the outcomes of. Here are a few ways I am using Codex and async agentic coding tools -
BG2 w Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update 👊💥 @altcap @bgurley @MichaelDell
Tomorrow in Paris 🇫🇷 @oegerikus and @apoorv03 will be discussing AI's impact on cybersecurity, the urgent need for AI-powered defense + hot takes on AI at @RaiseSummit 🗓️ Tuesday 9:40-10:00 CEST 📍 Ada Lovelace stage
The business of giving away a dollar for 80c may be coming to an end in code generation
🇺🇸 Happy Birthday America! On this Fourth I am fired up about the INVEST AMERICA ACT, signed today, which maybe be the most important driver of INDEPENDENCE for our future generations. We have drifted into a society of dependence. In FY 2025 Washington will spend about $3.0…
Users voting with their time! ChatGPT mobile users now average ~18 min/day, continue to pull away from other AI apps

Great conversation with @oegerikus to discuss the future of AI x CyberSecurity on @business with @EdLudlow & @CarolineHydeTV America's top hacker is now a set of AI agents, and not a human. @Xbow hunts bugs in seconds, spots attack paths humans miss, and lets a lean team…
Continue to believe Neuralink will be the most important company this decade. Some highlights from @neuralink's Summer '25 update: #1 On consciousness: there are 3 layers of thinking. The first is our limbic system which is our instincts. Second, our cortical system which is…
Well-articulated analysis of @Neuralink. Important edit: bit rate and patient number will increase hyperexponentially over the next 5+ years. My guess is combined I/O Bit rate > 1Mbs and augmented humans >1M by 2030.
🚨 HOT TAKE 🚨 I asked @oegerikus: What is the most overhyped field in AI? He didn't blink: Code Generation! 🌶️ Coming from the legend who built Github Copilot and now leads @xbow, that’s a reality check. Watch the 90-sec clip, then join us at 8:30 AM PT on Bloomberg Live with…
Catch @oegerikus and I live at 8.30 AM PT tmr as we dive deeper into @Xbow with @CarolineHydeTV @EdLudlow on @BloombergTV 🎥 Sneak peek of the spice here! Rapid-fire State of AI Q&A with @oegerikus: - biggest AI opportunity (beyond @Xbow) - his go-to productivity hack - a…
XBOW has become the top hacker in the US on @Hacker0x01, outperforming every human participant. Alongside this milestone, we are announcing our $75M Series B with @apoorv03 of @altcap. As bad actors get more advanced and use AI to become more powerful, @XBOW is our answer. XBOW…
Thrilled to announce our partnership with @Xbow @oegerikus @nicowaisman and team! Cyber threats are exploding as AI accelerates the pace of code and exploits at an exponential pace. Human experts can’t keep up. XBOW can help! Founded by Github Copilot creator @oegerikus, XBOW…