Portkey

18 statements across 2 episodes · 13 bullish · 0 bearish · 2 people on the record · first statement Mar 19, 2026 by Rohit Agarwal · said 68 times in 5 episodes since 2025 · across every show →

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brought up most by Siddhartha Ahluwalia (37), Rohit Agarwal (27), Krishna Mehra (3), Dev Khare (1)

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Everything said about Portkey, oldest first

Mar 19, 2026 positive
Insight
Agarwal: Continuous tool loops deliver exponential value over LLM Q&A
“So that's the simplest harness, which is make an LLM call, make a tool call, and then make the loop again, which is just a continuous loop. And that alone is so much more powerful than just a simple Q and A because it's now taking actions. It's telling you nex…”
Rohit Agarwal Mar 19, 2026 ▶ 18:19 Which AI Model are companies actually Paying For in 2026? | Rohit Agarwal, Portkey
Mar 19, 2026 positive
Insight
Agarwal: Production software infrastructure makes more money than developer tools
“Production companies make money and are And see just much higher adoption than developer-focused companies.”
Rohit Agarwal Mar 19, 2026 ▶ 13:35 Which AI Model are companies actually Paying For in 2026? | Rohit Agarwal, Portkey
Mar 19, 2026 positive
Insight
Agarwal: Claude Code and Cursor act as harnesses for underlying models
“There's a new class of these applications called harnesses, which are becoming very popular, so look at ClaudeCode, Cursor. They're essentially harnesses in a way that they're applications, but they help you use the underlying models a lot better.”
Rohit Agarwal Mar 19, 2026 ▶ 3:33 Which AI Model are companies actually Paying For in 2026? | Rohit Agarwal, Portkey
Mar 19, 2026 positive
Insight
Agarwal: AI Buyers Prioritize ROI Over Token Cost, Embracing Premium Pricing
“People are no longer worried about cost of AI. They're worried about return of investment, which is like, okay, I'm happy to spend 203 hundred dollars a month on Claude code, but the value that I get from it is much, much higher.”
Rohit Agarwal Mar 19, 2026 ▶ 30:36 Which AI Model are companies actually Paying For in 2026? | Rohit Agarwal, Portkey
Mar 19, 2026 positive
Insight
Agarwal: AI gateways manage material per-request costs unlike traditional API gateways
“Every API request is literally that has a dollar value to it. Like an Opus request with 10,000 tokens is probably 23 cents, and this is, you're making a thousand requests, which means this is 23 dollars worth of API requests that you've made today, or two 30 d…”
Rohit Agarwal Mar 19, 2026 ▶ 1:06:31 Which AI Model are companies actually Paying For in 2026? | Rohit Agarwal, Portkey
Mar 19, 2026 positive
Disclosure
Agarwal Uses AI Assistant to Debug and Commit Code While on Calls
“Slowly from then on, it went into, hey, can I start solving software bugs through the same assistant as well? That started happening. So my team started seeing me making more commits and they're like, how are you on calls and still making commits here? Because…”
Rohit Agarwal Mar 19, 2026 ▶ 26:49 Which AI Model are companies actually Paying For in 2026? | Rohit Agarwal, Portkey
Mar 19, 2026 neutral
Assertion Not checkable as stated
Agarwal: Gemini 2.5 Pro and Claude Opus have overtaken OpenAI models
“Our top two models used to be GPT-Foro, GPT-Five Mini, plots on it. This used to be a top three for a long period of time. Now our top three averages checking between was, is Gemini 2.5 pro, Opus 4.6, Sonnet.”
Rohit Agarwal Mar 19, 2026 ▶ 1:07:50 Which AI Model are companies actually Paying For in 2026? | Rohit Agarwal, Portkey
Mar 19, 2026 neutral
Assertion Not checkable as stated
Agarwal: Portkey handles roughly 0.5% of global AI API traffic
“I would assume we are probably .5% of total AI API traffic today.”
Rohit Agarwal Mar 19, 2026 ▶ 23:27 Which AI Model are companies actually Paying For in 2026? | Rohit Agarwal, Portkey
Mar 19, 2026 positive
Assertion Not publicly verifiable
Agarwal: Portkey has nearly 500,000 open-source installs
“So we've got a very large open source footprint. That's almost a half a half a million installs of the open source system across companies.”
Rohit Agarwal Mar 19, 2026 ▶ 4:26 Which AI Model are companies actually Paying For in 2026? | Rohit Agarwal, Portkey
Mar 19, 2026 bullish
Assertion Contradicted
Agarwal: Claude Opus 4.6 leads Portkey volume despite being the costliest model
“For the first time, we saw four, six Opus, which is the costliest model there is right now, is at the top of the charts in terms of number of tokens spent.”
Rohit Agarwal Mar 19, 2026 ▶ 30:28 Which AI Model are companies actually Paying For in 2026? | Rohit Agarwal, Portkey
Mar 19, 2026 neutral
Disclosure
Agarwal: Engineering and consulting proposals drive top usage on Portkey
“And we see, obviously again, software development, engineering teams using it is the highest. Knowledge work is the second, which is large consulting teams or large business teams that are preparing proposals, et cetera.”
Rohit Agarwal Mar 19, 2026 ▶ 32:44 Which AI Model are companies actually Paying For in 2026? | Rohit Agarwal, Portkey
Mar 19, 2026 bullish
Assertion Not checkable as stated
Agarwal: Claims that 80% of code is AI-written are accurate
“There are so many companies coming out and saying, 80% of all of my code base today is written by AI, and that is truth, and that's what we're seeing everywhere as well.”
Rohit Agarwal Mar 19, 2026 ▶ 34:14 Which AI Model are companies actually Paying For in 2026? | Rohit Agarwal, Portkey
Mar 19, 2026
Insight
Agarwal: Production enterprise AI standardizes on three core architectural layers
“If I'm building my AI systems, I need my LLMs, I need my databases I need my operational platform, which is the control plane, like Portkey, and then I need my application harnesses on top. So this is almost like a very simplified enterprise AI architecture, b…”
Rohit Agarwal Mar 19, 2026 ▶ 11:29 Which AI Model are companies actually Paying For in 2026? | Rohit Agarwal, Portkey
Mar 19, 2026 bullish
Assertion Not checkable as stated
Agarwal: Portkey routes 15 trillion tokens daily, up from 1B
“So I think we were probably doing a billion tokens a day a year back. Now we're doing 15 trillion.”
Rohit Agarwal Mar 19, 2026 ▶ 24:21 Which AI Model are companies actually Paying For in 2026? | Rohit Agarwal, Portkey
Mar 19, 2026 bullish
Assertion Not checkable as stated
Agarwal: Portkey saw customer LLM API spend grow 10x in four months
“And we've almost, I think, on Tenex in LLM spend in just four months. And that's because we've seen.”
Rohit Agarwal Mar 19, 2026 ▶ 1:07:30 Which AI Model are companies actually Paying For in 2026? | Rohit Agarwal, Portkey
Mar 19, 2026
Prediction Not checkable as stated
Agarwal: Software is bifurcating into model labs and traffic control planes
“Almost the software world is getting divided into two. Either you can be an AI lab, which is the intelligence, you're building models, you're doing new stuff. Or you have control over this traffic so that you are doing the harness, application, ops, all of thi…”
Rohit Agarwal Mar 19, 2026 ▶ 56:01 Which AI Model are companies actually Paying For in 2026? | Rohit Agarwal, Portkey
Aug 22, 2026 positive
Assertion Not checkable as stated
Elevation Capital interviewed 30 to 35 customers and competitors during Portkey diligence
“I think we must have talked to at least 30 to 35 customers of Portkey and their competitors to truly understand the space.”
Krishna Mehra Aug 22, 2026 ▶ 29:13 Slow Teams Lose PMF in 90 Days | Krishna M, Elevation Capital
Aug 22, 2026 bullish
Assertion Partly supported
Mehra: Portkey Has Signed Customers Like DoorDash and Epic Games
“They got some of the most discerning customers on the planet, right? So, people like DoorDash, Epic Games, Albertsons, Community Bank of History PG&E.”
Krishna Mehra Aug 22, 2026 ▶ 25:52 Slow Teams Lose PMF in 90 Days | Krishna M, Elevation Capital
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