Ajay Agarwal

@ajay_bcv

partner with bain cap ventures. investor at Bloomreach, ShipBob, SendGrid, Vention, Kiva, Iodine, Homebase, Gainsight, Actively, Lightsource, Cofactr, FourKites

medium.com/@ajay.agarwal

Joined May 2007

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Ajay Agarwal
@ajay_bcv
Jan 30, 2025
CEOs of every large company in the world are demanding AI. The resulting opportunity for AI Apps companies is unprecedented! Here is my latest post on how AI Apps companies can seize this opportunity and win: baincapitalventures.com/insight/what-s…. .
What’s Old Is New: AI Apps Go Back to the Future
From baincapitalventures.com
Ajay Agarwal
@ajay_bcv
Aug 9
Love this play!
Byron Deeter
@bdeeter
Aug 9
My favorite play of your HoF career, @LarryFitzgerald ? I’m sorry as it may be your least favorite. It’s one that will NEVER make your highlight reel. But it so wonderfully captures you as a teammate and player. For a wide receiver with more career tackles than dropped balls
Ajay Agarwal
@ajay_bcv
Aug 5
Data collection, post-training, and deployment will be the critical capabilities required for mass adoption of robotics in industrial settings. The models will be valuable but will only get you so far....
Anto Patrex
@antopatrex1
Aug 5
nobody talks about the real cost of world model training for physical AI. you need millions of hours of real-world interaction data. collecting that data costs more per hour than most Series A budgets can survive. the models are free. the data pipeline is the actual money pit.
Ajay Agarwal
@ajay_bcv
Aug 5
We are still in the. early days of data with respect to robot intelligence. Everyone agrees data is important for pre-training and post-training, but there is still lots of debate about the type of data, quality of data and the type of labels and annotation required. Excited to
Farhan Khan
@farhunky
Aug 5
Today, we're introducing @ShotwellSt. We're solving the hardest problem in robotics: understanding your data There’s no point collecting robotics data if you don't understand whats happening in it, but your options are limited. If you need dense, accurate labels with precise
Ajay Agarwal
@ajay_bcv
Aug 1
Yup
Anto Patrex
@antopatrex1
Jul 31
every robotics VC that funded vaporware demo bots in 2024 is quietly rewriting their investment thesis right now. same partners, same fund, different pitch deck. last year it was 'humanoids will replace warehouse workers by 2026.' now it's 'we always believed in vertical specific