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Apoorv Agrawal
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Jul 19, 2026
Dylan Patel, SemiAnalysis, Nebius, Glean, Legora.. 12 Hot Takes From The Biggest Names in AI
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36:25Apoorv AgrawalGUEST
To plan for, if you're about to spend $100 million, you don't want to get stuck in one of the seasons.
Oracle Rips, Ellison's Tech-First Vision, Fertilizer Crisis | Apoorv Agrawal, Owen Jennings, Amjad Masad, Shardul Shah, Mike Blue, Brian Taylor, Ivan Soto-Wright
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68:11speaker_0HOST
Yeah.
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68:12Apoorv AgrawalGUEST
Right? And then there's like a long tail of customer service, and, and, and legal, and office of the CFO, and, and, and so on.
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68:19Apoorv AgrawalGUEST
And, and obviously chat is, is, you know, I, I forgot to say chat, but chat's one of the big ones.
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68:23Apoorv AgrawalGUEST
Uh, I think for the average consumer, um, the beauty of having it all in one place and, and why I, I, I had wished Sora would've been in ChatGPT for- since day one, is just so high.
13 MINS LATER
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81:32speaker_0HOST
Yeah.
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81:32Apoorv AgrawalGUEST
Uh, but, but, but, but, but maybe, maybe to, maybe to, maybe to actually answer your question, I would say that one of our beliefs is that the rate of change is so fast a-a-and so high that, you know, honestly, it feels like there's a dozen startups that get quite endangered, turn into, like, endangered species e-with every product release, right? With, with-- From, from, from one of the what we call private Mag Seven, OpenAI and Anthropic, uh, leading that charge.
