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Apoorv Agrawal is a Partner at Altimeter Capital.
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Apoorv Agrawal as author
The State of Consumer AI. Part 1 - Usage
tailwinds.substack.comanalysisneutralMar 3, 2026
ChatGPT has achieved 900M weekly active users and 70% market share among AI apps, positioning it as the only AI app with utility-scale adoption comparable to WhatsApp and Chrome, defying predictions that incumbent tech giants would dominate.
“Author of "The State of Consumer AI. Part 1 - Usage"”
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The State of Consumer AI. Part 3: Time is Money
tailwinds.substack.comcautiousMar 31, 2026
“Author analyzing consumer AI monetization opportunities and ChatGPT's market dominance in ad revenue potential.”