United States
Crossover ~$15b AUM | Investments: OpenAI, Revolut, Glean, Parloa, XBOW
Thesis: https://www.cnbc.com/video/2024/09/16/openai-is-the-indisputable-leader-in-the-ai-supercycle-says-altimeter-capitals-apoorv-agrawal.html
Teaching MS&E 435: "Economics of the AI Supercycle" during the 2025/2026 academic year.
Thesis: https://apoorv03.com/p/glean-putting-ai-to-work-at-work