Deepak Ravichandran

General Partner @ Alkeon & growth stage investor, former @BatteryVentures, @Glassdoor, alum @Cal.

[Deepak Ravichandran @deepak_rav]

@billclerico @sequoia @michael_jmoritz Chicken tikka masala is the national dish of the UK!

[Deepak Ravichandran @deepak_rav]

Go @DeepgramAI @deepgramscott

[Jason ✨👾SaaStr.Ai✨ Lemkin @jasonlk]

AI Agent API Grades: Voice & Audio

1. Deepgram A- (82) @deepgramai
2. ElevenLabs A- (80) @elevenlabs
3. Vapi B+ (78) @Vapi_AI
4. AssemblyAI B+ (75) @AssemblyAI
5. Cartesia B+ (75) @cartesia

[Deepak Ravichandran @deepak_rav]

@alexlimbovc Time for a cheeky pint!

[Deepak Ravichandran @deepak_rav]

@nikillinit @EvidenceOpen used by half the doctors in the US today daily! Not sure that legal AI is anywhere close to that adoption.

[Deepak Ravichandran @deepak_rav]

@gokulr @BucknSF @EvidenceOpen already hit this curve in healthcare with their own model!

[Mati Staniszewski @mati]

We added over $100M in net new ARR in Q1 2026

That’s our best quarter to date driven by enterprises deploying conversational agents across voice, chat, text and email. Proud to build with companies like DT, Revolut and Klarna as they transform how they communicate with customers

[Deepak Ravichandran @deepak_rav]

@BennettSiegel glad I knew you before you made it big, not sure if you’d be friends with me now!

[Alex Klein @alexklein0x]

A* keeps showing up in 🔥 early rounds.

one of the clearest “emerging breakouts” atm

alt was… now have them, conviction, and gil in this bucket

(aum x fund velocity x winning competitive inception rounds) 🫡

[Deepak Ravichandran @deepak_rav]

@zebulgar @HillValleyForum Exciting!

[Deepak Ravichandran @deepak_rav]

Secure and private healthcare communication and medical super intelligence in a single easy to use app. We are living in the future! Incredible product velocity from @EvidenceOpen

[OpenEvidence @EvidenceOpen]

Calling patients from your personal phone means choosing between privacy and accessibility. OpenEvidence Dialer fixes that: text, fax, and voicemail, all from the app, HIPAA-compliant, personal number stays private. Yes, we said fax. Not a typo.​​​​​​​​​​​​​​​​https://t.co/OfvQvxql22

[Deepak Ravichandran @deepak_rav]

Leading vertical AI solutions can vertically integrate workflow, model and proprietary data to build incredible moats around their company. @EvidenceOpen is the best example of this in today’s environment.

[OpenEvidence @EvidenceOpen]

https://t.co/2Ytqwt1lPO

[Deepak Ravichandran @deepak_rav]

@tenobrus Out of curiosity why Alphasense? They seem to have proprietary content (for now) and the AI product is getting great uptake.

[Deepak Ravichandran @deepak_rav]

Awesome interview highlighting the exciting developments at @physical_int excited to be an investor in such a groundbreaking company.

[Sachin Shah @Sachin_Shah_]

We profiled the most hyped robotics company in the world. Inside Physical Intelligence with Co-founder @lachygroom

Exclusive interview in the Physical Intelligence robotics lab, who’re backed by top investors to build robots which work in the real world. Not just scripted environments.

We cover:

0:00 So…What is Physical Intelligence?
1:41 Why can’t we solve Marovec’s Paradox?
2:33 Live Demo: Meet the Machines
4:17 Why robots still struggle today…
6:14 Meet PI’s Investors (Thrive Capital)
7:19 Teaming up with the mega-brilliant co-founder group of Karol Haussman, Sergey Levine, Chelsea Finn, Brian Ichter, Adnan Esmail & Quan Vuong
9:20 PI’s Robot Capabilities
11:37 How are they making intelligent robots?
13:43 The Future Impact of Everyday Robots
15:49 Jeff Bezos Investment in Physical Intelligence 16:43 What will the next 1-3 years look like?
17:54 Revealing PI’s Work Culture
19:23 Outro

[Deepak Ravichandran @deepak_rav]

Podium is building AI that just works for the 60k local businesses that need this everyday. No hype, just quiet execution. Proud to be an investor in @PodiumHQ @ericwilliamrea

[Eric Rea @ericwilliamrea]

We just crossed $100M in AI agent ARR in under 24 months.

Not because of a viral launch or AI hype.
But because of a crazy bet we made in 2023.

At the end of 2023, over 60k local businesses were using @PodiumHQ to centralize their leads and customer communication into one platform.

It’s a great product. Customers convert more leads and make more money with it.

But one reality became impossible to ignore:

Our customers’ biggest constraint isn’t software. It’s staffing.

→ 75% annual turnover
→ 30% of leads come after hours
→ Every missed call can be $20,000+ in lost revenue

Business owners don’t care about software.
They care about making money.

And the best software in the world doesn’t matter if there aren’t enough people to run it.

So we built Jerry, the perfect user of our own platform.

Not a chatbot. An AI employee that uses Podium to:
- Qualify and schedule every lead
- Handle objections and follow up
- Learn through natural-language coaching
- Work 24/7

Demos are easy.
Real AI employees are not.

To work in the real world, AI has to think, act, understand context, and use tools.
It has to handle thousands of edge cases every day.
It has to be coachable. Like a human.

That leap is enormous.

Agents aren’t a feature. They’re the foundation.

That’s why we rebuilt Podium as an AI-first system of agents.

Today:
- 10,000+ AI agents live in production
- AI now outperforms humans in many jobs
- $100M+ in AI agent ARR, and accelerating

This is still day one.

The future isn’t software. It's AI employees that do the work and unlock growth for businesses.

We’re early in building what we believe will become the most impactful AI employee ecosystem for the $3T SMB market.

We’ve seen 300% year-over-year AI revenue growth and we’re just getting started.

[Deepak Ravichandran @deepak_rav]

Congrats to the Kearny Jackson team @sriramkri

[Arfur Rock @ArfurRock]

The acquisition is at $300M, all cash.

Early investors Afore, Kearny Jackson invested at <$5M in the first round.

Congrats to all involved!

[Deepak Ravichandran @deepak_rav]

@jgaytandeayala thanks for sharing! wow blast from the past. Agree, the marketplace thesis did work in some categories but not necessarily for everything. Ultimately, convenience and price are the two most important factors, and in some categories the incumbents were able to offer this!

[Deepak Ravichandran @deepak_rav]

Congrats to the @_groww team @lkeshre @harshjain85 on your incredible journey this far, and the IPO today. I’m thrilled to have been able to work with and invest for the past four years, and look forward to the next decade as you democratize investing for the Indian market.

[Groww @_groww]

We take our next big leap — to continue building for you

We're immensely grateful to everyone who has been a part of this journey ❤️

[Deepak Ravichandran @deepak_rav]

Congrats to the @Wealthsimple team on their fundraise and continued success. It has been an incredible journey thus far and we’re just getting started on building one of Canadas largest financial institutions.

[Wealthsimple @Wealthsimple]

Big news: We've announced an equity round of up to $750M at a $10B valuation! Co-led by Dragoneer and GIC, with incredible new and returning investors chosen for their proven track record scaling category leaders.

Together, we’re ready to keep building the future of financial services, accelerating our growth to deliver more value to our clients. Learn more: https://t.co/Tt0ZhLBNYq

[Deepak Ravichandran @deepak_rav]

Thrilled to partner with @ChaseLochmiller and the @CrusoeAI team to build one of the worlds most important companies filling the need for AI factories and power!

[Chase Lochmiller @ChaseLochmiller]

I’m excited to announce that @CrusoeAI has closed our Series E round of financing valuing the company at $10.4B to help us build the infrastructure of intelligence. This round was led by our incredible partners at Valor Equity Partners and @MubadalaCapital. Solving the scaling needs of AI is one of the greatest challenges of our generation. If you’re inspired by working on big and difficult problems, come and join us!

We had an amazing group of investors in the round including @137ventures, @1789Capital, Activate Capital, @AltimeterCap, @Atreidesmgmt, BAM Elevate, DPR Construction, @OraGlobal, @Fidelity, @foundersfund, @FTI_US, @GalvanizeLLC, @LongJourneyVC, @lowercarbon, M37, MCJ, @nvidia, @RadicalVentures, @RibbitCapital, @SalesforceVC, @saquon, @sparkcapital, @stepstonegroup, @Supermicro, @TRowePrice, Tiger Global, @upper__90, @winklevosscap, @ziggcap

https://t.co/PKszr4iTM8

[Deepak Ravichandran @deepak_rav]

Nothing better than a collaboration between your friends @nonequitypartnr and your portfolio companies @AlphaSenseInc @CharlieZvible for an awesome hype video! https://t.co/Bj337Gy1Ch

[Deepak Ravichandran @deepak_rav]

Incredible innovation in a pretty boring space - PE/VC/HF diligence. Exciting to see AI disrupt the investment world!

[Charlie Zvibleman @CharlieZvible]

This is the point where AlphaSense hits escape velocity.

After a massive effort iterating, a few weeks ago we quietly launched fully AI-hosted Expert Calls. Feedback has been incredible.

AlphaSense created a self-reinforcing flywheel where context from our system feeds a smarter AI-host. You’ll be amazed at the industry context, follow up questions etc - that come from having the context of all the prior calls synthesized by our Deep Research.

A few years ago AlphaSense acquired an early but exciting business called Stream. They had a built in flywheel of buyside analysts hosting calls with experts – in exchange for charging only cost for the call, the call was transcribed, reviewed by a professional compliance team, and published in a library. This content set truly grew like wildfire – with ARR up >20x since acquisition.

Then, a year ago we acquired Tegus – the leader / gold standard in the space. >50% of the midas list hosts their calls on Tegus. I am actually continually shocked at the caliber of investors hosting calls.

All of a sudden AlphaSense + Tegus grew to a library >200k, on pace to hit 9k / month shortly.

Then came AI – LLMs have flipped from dumb to smart and can now easily make sense of the library. That then becomes a smarter set of tokens to feed in to the system → which then leads to better calls (by both clients and AI) → which leads to better information in the platform —> which leads to better context …

Have no fear – the AI led calls will be separately labeled and investor led will continue to grow rapidly (just like Twitter – some people love the game [100x more love consuming]). But our search system essentially has the mind of the market and can now automatically fill the gaps.

We’re in Alpha testing on externalizing the system to let clients host their own AI-led Expert Calls – reach out if you’d like to test.