Apoorv Agrawal(@apoorv03):Taught my first class at Stanford Engineering yesterday. "Economics of the AI Supercycle" Condensing everything I've learned investing across the AI stack into a course. Nothing sharpens your thinking like teaching it to brilliant students. Packed room, great questions, blown away by the caliber of students from across the university. This is going to be a fun quarter.

Apoorv Agrawal

@apoorv03

Investing at Altimeter. Before: eng @palantirtech, alum @stanford. Views personal no investment advice

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Apoorv Agrawal@apoorv03

2026.04.03 22:56

Taught my first class at Stanford Engineering yesterday. "Economics of the AI Supercycle" Condensing everything I've learned investing across the AI stack into a course. Nothing sharpens your thinking like teaching it to brilliant students. Packed room, great questions, blown away by the caliber of students from across the university. This is going to be a fun quarter.