Agrawal: Fast shipping velocity is OpenAI's primary defensibility
Apoorv Agrawal · Understanding OpenAI’s $500B Valuation · Sourcery with Molly O'Shea · Aug 27, 2025 · at 13:44
Apoorv Agrawal, Partner at Altimeter Capital, discusses OpenAI's product cadence and competitive advantages in the AI market.
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“Keeping up with OpenAI product updates is a full-time job, and that's the strategy, is ship fast. And I feel like that done at a consistent pace, I mean, just in, just this year alone, you've had Operator and Deep Research and ChatGPT agents and Codex, and these are in GPT-V now. I mean, we're halfway through the year and they've had such big releases. I feel like that is the secret sauce. That is the defensibility. Speed is the only note.”
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