Aditya Agarwal
Person
Aditya Agarwal is a prominent technology executive and venture capitalist who has served as a guest on the podcast 'This Week in Startups'. He is widely recognized for his early engineering leadership roles at major technology companies.
What Aditya Agarwal has said on podcasts
16 statements
Venture capital outcomes depend primarily on growth rate.
“The only thing that matters in our industry for venture kind of capital is growth rate. Nothing else matters.”
Open the episode · Airtable's 80% off value crash: VCs explain why it's still a win | E2321Listen at 0:17
Startup valuations peaked in 2021.
“all the valuations peaked in 2021”
Open the episode · Airtable's 80% off value crash: VCs explain why it's still a win | E2321Listen at 8:17
High startup valuation multiples are excessive when growth cannot be sustained.
“those are probably too high a multiple if you can't keep up the growth rate”
Open the episode · Airtable's 80% off value crash: VCs explain why it's still a win | E2321Listen at 8:34
Airtable’s sale price is reasonable given its ARR, growth, and funding history.
“If you're at 400 million in ARR growing 20%, having raised 1.4 billion, I mean, you know, in some ways this is actually a reasonable price for the company.”
Open the episode · Airtable's 80% off value crash: VCs explain why it's still a win | E2321Listen at 8:51
Sustained 45–50% annual growth can quadruple or quintuple valuation over seven to eight years.
“if you're growing at 45, 50% year over year over year and you manage to kind of pull that out for maybe even seven to eight years, you've basically quadrupled, maybe quintupled essentially your valuation”
Open the episode · Airtable's 80% off value crash: VCs explain why it's still a win | E2321Listen at 10:51
Early-stage venture investments are underwritten to achieve roughly 100x returns.
“what you're really underwriting is kind of 100x from there”
Open the episode · Airtable's 80% off value crash: VCs explain why it's still a win | E2321Listen at 11:59
South Park Commons pursues sanctioned sales when 15% can return roughly 0.5–1x the fund.
“If we can sell 15% of our position, let's say to return, you know, like one turn or half a turn of the fund, right? Then we are going to pursue it”
Open the episode · Airtable's 80% off value crash: VCs explain why it's still a win | E2321Listen at 28:22
Entrepreneurs generally dislike closed-end funds investing through startup structures.
“the entrepreneurs don't love it”
Open the episode · Airtable's 80% off value crash: VCs explain why it's still a win | E2321Listen at 42:47
Open Evidence uses open-source models for 80–90% of calls in a typical trace.
“80 to 90% of the calls within that open evidence kind of one call trace happens to open source models.”
Open the episode · Airtable's 80% off value crash: VCs explain why it's still a win | E2321Listen at 47:18
AI tools have substantially increased South Park Commons’ operating leverage.
“The thing that I keep on thinking of is the amount of leverage that it's added to all of us”
Open the episode · Airtable's 80% off value crash: VCs explain why it's still a win | E2321Listen at 48:56
South Park Commons’ application volume has increased 50% year over year without equivalent hiring.
“our ramp has kind of like, our curve has essentially increased 50% year over year”
Open the episode · Airtable's 80% off value crash: VCs explain why it's still a win | E2321Listen at 49:25
South Park Commons prefers investing in highly technical founders.
“we prefer to invest in highly technical founders”
Open the episode · Airtable's 80% off value crash: VCs explain why it's still a win | E2321Listen at 55:13
LLMs and autonomous long-horizon agents will accelerate advanced industrial technologies.
“All of these things will be accelerated by these LLMs and long horizon agents being able to run autonomously.”
Open the episode · Airtable's 80% off value crash: VCs explain why it's still a win | E2321Listen at 55:58
Apple bears the burden of proving OpenAI improperly used its information.
“the onus, the burden of evidence here is really on Apple to prove that something wrong happened.”
Open the episode · Airtable's 80% off value crash: VCs explain why it's still a win | E2321Listen at 1:04:37
Goodfire enables users to inspect model weight activations and behavior.
“you can actually go in and figure out which weights are being activated. Why did the model do something?”
Open the episode · Airtable's 80% off value crash: VCs explain why it's still a win | E2321Listen at 1:09:29
Prescene’s forecasting system can outperform top human superforecasters.
“it can actually go out and give you forecasts that actually beat the best human super forecasters.”
Open the episode · Airtable's 80% off value crash: VCs explain why it's still a win | E2321Listen at 1:09:51
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
