@ragingventuresFeb 7, 2026 · 3:26 PM

Sumit also shares details on his AI-startup, Ario, which is building the data enablement layer for consumer AI and agentic workflows.  He also talks about some lessons from his past startups, including Shape Security which was sold to $FFIV for $1 billion.  Interview: https://t.co/VQJaQrbRXh 2/2

@investmentguru_Jan 21, 2026 · 11:57 AM

Stocks in each layer of AI infrastructure. 1️⃣ Application Layer $MSFT •$GOOGL •$META •$CRM $SNOW •$NOW •$ADBE 2️⃣ Model Layer $MSFT •$GOOGL •$AMZN $ORCL •$IBM •$PLTR. •$SAP 3️⃣ Chip Layer $NVDA •$AMD •$TSM $AVGO •$QCOM •$INTC $TXN 4️⃣ Infrastructure Layer $EQIX •$DLR • $NBIS • $IREN $ANET •$VRT •$AMZN $CSCO •$FFIV 5️⃣ Energy Layer $NEE • $OKLO • $LEU $DUK •$CEG •$D $SO • $EXC •$XEL

@ragingventuresSep 25, 2025 · 11:49 PM

Our upcoming Ideas & Networking Conference in NYC on Thurs Oct 9th will feature a discussion about AI, cybersecurity, and defense tech with one of my oldest friends, Sumit Agarwal.  Sumit will share stories from his early days at $GOOG (where he ran mobile product dev) and from Shape Security, a company he co-founded and later sold to $FFIV for $1 billion.  He will also dig into his latest startup, Ario, which is building the data enablement layer for consumer AI.  Click here for a full list of speakers and to register:  https://t.co/cLRrOcajur