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Apoorv Agrawal
@apoorv03
Investing at Altimeter. Before: eng @palantirtech, alum @stanford. Views personal no investment advice
990 Following    20K Followers
We're hosting our first research summit! All-Gather is on November 18 at the Exploratorium in San Francisco. Keynotes, research talks, live demos, firesides, breakouts, and a lot of really smart and cool people. Many thanks to our speakers, including @polynoamial, @saranormous, @MillionInt, @ctnzr, @cHHillee, and many more amazing folks. Apply to join:
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OpenAI serving open-source models through Baseten is a big deal. They are embracing open source. Until now, OpenAI's pitch was "use our models." Now it is "commit your annual AI budget to us". We will get you the best model for each job, whether it's ours, someone else's, or open source. So if you're a large bank looking to commit $100M in AI spend, you centralize with OpenAI. One throat to choke. GPT handles the credit memos. Open-source handles the KYC volume at a fraction of the cost. A post-trained / specialized model handles fraud. This changes OpenAI's position. It stops competing only on whose model is best this season and starts competing to own the enterprise AI budget. A layer above being just an AI lab. Also proves AI is positive sum, not zero sum between closed and open source!
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OpenAI <> Baseten 🚀 Customers can now use OpenAI commits towards open-source tokens via @baseten!
Making the open frontier safe is an important project. Glad to see @baseten and Nvidia collaborating to push the safety frontier!
The open frontier only works if we can make autonomy safe by default. @JensenHuang has done important work here that we're proud to support. Excited to join the Open Secure AI Alliance and to partner with @nvidia on the launch of the Agent Safety Platform.
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Just getting started! Congrats @ScottWu46 @walden_yan @russelljkaplan @jeffwang and team! 🚀
Cognition has crossed $1B in annualized revenue run rate. This milestone belongs to our customers. Here's how a few of them are building with Devin.
Jensen Huang's five-layer cake goes up twice in Stanford's MS&E 435 taught by @apoorv03. Both times the guest gets the same question: you have $100, which layer do you put it on? I worked through all 9 lectures in August and wrote up what I took away. One lecture per post, in order:
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Sat down with @tuhinone at NYC Tech Summit last week. The question I care most about in AI is where does profit actually accumulate. My answer keeps coming back to inference: teams shipping real products need it fast, reliable, and cheap, and very few companies can deliver all three at scale. Baseten is one of them, and Tuhin has been clear-eyed about that from the start. Thanks to the Primary team for hosting and for the packed room.
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If there’s one podcast you hear, make it this one with @alighodsi and @bhalligan
This was a fun and very different interview with @bhalligan!
Pod! Lightning Round - 25 slides - where we are, where we are going & what needs to be true to keep the AI capex cycle alive! @AltimeterCap 📈🧐
Incredible pace of shipping! With a very lean team
Your Instinct can now handle phone calls. Introducing Instinct Concierge – a white glove service meant to handle high-touch cases, such as making phone calls, high-end service booking, and more. You’ll be able to book the restaurant that doesn’t take online reservations, get on your dentist’s cancellation list, or have that cable bill sorted out. We’re slowly rolling this out to our early access group today and will be expanding access soon.
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We believe openness to be an advantage for AI safety. Openness provides more visibility into the behavior of models and, most importantly, greater means of turning safety research into actionable and transparent controls than closed-source. This is why Baseten and Base Labs are building a stronger safety and security standard for open models, with the launch of our safety infrastructure. Base Labs will develop and publish methods for training and monitoring open models, and Baseten will integrate that work into its deployment infrastructure, live at runtime, and offer this work as a managed service. This will be a standard that is transparent and built into how our models are trained and deployed. We invite the open-source community to contribute, and are proud to partner with @huggingface and @GoodfireAI to bring this vision to fruition. Together, we are building an ecosystem of open models that are safe and accessible to all.
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More context awareness for Instinct! —> enables more pro active suggestions! Thoughtful pro-activity is @Instinct biggest superpower vs other ai agents
Location sharing on Instinct Starting today, you can share your location with Instinct on iMessage. Instinct can recognize when you arrive somewhere, and answer questions about where you’ve been. Here are some examples of how our early alpha group uses it: - Ordering food to your current location - Finding a lunch spot a few minutes away based on what you like - Guiding you through a trip itinerary in a new city - Figuring out how to get home, including which train to catch and where to board Instinct can also act when you enter or leave an area. You can ask it to remind you to pick up your package when you get home, or have your boarding pass ready when you arrive at the airport. These location triggers let Instinct follow up when the task becomes relevant.  Your location history also gives Instinct context to answer questions like “Where did I park?”, “How long did my bike ride take?”, or “What was that nice coffee shop around here that I went to last month?” 

If you’re an existing user, you can try it today by asking Instinct to request your location. If not, we’re giving access to 1000 new users who want to try it out: . If you missed it, you can join our waitlist here:
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Secure your Instict 🔐
Instinct + 1Password 32% of Instinct users already securely share their credentials with Instinct through our Vault. Today, we’re excited to announce our partnership with @1Password . Together, we are working with 1Password to roll out a product integration that enables users to seamlessly and securely share their credentials with Instinct. Our users already use Instinct’s Vault to: - Log in to loyalty accounts to book flights and hotels with points - Manage streaming, software, and other recurring subscription accounts - Book or cancel restaurant, fitness, and event reservations  - Sign in to healthcare portals to schedule and cancel appointments  - Easy access to tax, payroll, benefits, and expense management services Together with 1Password, we’re working toward a future where people can share their credentials without compromising on security or control. We’ll be rolling this out across our early access group. If you’re not already in the platform, join at More details about 1Password here:

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An important initiative and contribution to open-source AI from Baseten!
We're very excited to launch Base Labs to democratize open-source AI research. We'll push the frontier in specialization, learning, reasoning, memory and performance, with a commitment to share all our work openly with the community.
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This just in: XBOW's Native Team has claimed the first Chrome Full Chain Exploit Bonus this year. Only four will be awarded in 2026. ⚡️
Increasing the GDP of AI
Instinct + Stripe Instinct users who make purchases spend over $1300/month on average through Instinct. Using Instinct to make high value purchases is a sign of trust that we deeply value. We’re partnering with Stripe to deliver a more seamless payment experience. Instinct has enabled use cases that involve payments including: - Planning and booking international trips - Ordering weekly groceries and household essentials - Booking yoga classes, ski tuning sessions, doctor’s appointments, car part repairs, and more - Getting you the best price for anything you’re looking for
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how is @baseten consistently mogging priority providers with their normal tier on literally every metric? is it just really good engineering? if so, I’m wondering how much faster they could go than their current numbers if they actually started serving a priority tier?
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Important and urgent call to action for a safe future
We all must act now. At @XBOW, we're proud to sign this letter.
Thrilled to be an early user of @noahrshinn's Instinct. I spent today some time working in their office today. it's a very lean team, intensely focused, on very few things. The product experience is a direct result of Noah's superpower: *relentless focus* on what matters most. And he nailed it. No new app. No new website. Nobody wakes up wanting to "use AI". You wake up to live your life. Instinct meets you where you already live it: text or call your phone. For me it gives back time. Paying bills, booking travel, buying groceries... handled, without being tethered to a screen. More time with the people I love. We'll look back at the last 40 years as the era humanity was chained to screens. Instinct sets us free. Congrats to team on sharing their vision with the world today. And to Noah - athlete, mathlete, and one of the most thoughtful builders I know. 🚀
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I’m Noah, the founder of Instinct. Instinct is a personal agent that we’ve been building for the past few months. The interface is simple: there are no new interfaces. You can text or call it. It's trained to use a phone and a computer in the same way that humans do. Instinct combines simplicity with extreme capability. I’m thrilled with everything our early users are doing with Instinct. They’ve told us they’ve planned cross-country road trips, bought weekly groceries and concert tickets, and cancelled hundreds of dollars of subscriptions. Someone’s even planning their wedding with Instinct. We want to make Instinct the best personal agent for all of you. It’s available in an invite-only beta program while we’re actively bringing up more compute. I’m excited to see what you all do with it.
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