Altimeter Capital (@AltimeterCap) / X

Altimeter Capital

426 posts

Altimeter Capital

@AltimeterCap

We research and invest in tech innovation, backing visionary founders and companies in public and private markets. Disclaimers: altimeter.com/terms

Menlo Park & Boston

Joined March 2024

Pinned
Altimeter Capital
@AltimeterCap
Jun 15
CNBC Halftime Scott Wapner (@TheJudgeCNBC) asked Brad Gerstner (@altcap) why the @SpaceX valuation ultimately comes down to compute. Brad pointed to a recent post from Noam Brown (@polynoamial) arguing that current models can solve almost any problem if given enough run time.
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Altimeter Capital reposted
Jamin Ball
@jaminball
12h
Article
Workflows are King
From Clouded Judgement: Workflows are King Workflows workflows workflows…I’ve probably written about this in the past (hard to keep track of everything I’ve written at this point, so I’m sure there...
24K
Altimeter Capital reposted
Erik Kriessmann
@ekriessmann
Jun 17
From prototype to production in two years. @anduriltech is the first new company to win a fighter aircraft program in more than 50 years. 🇺🇸
Anduril Industries
@anduriltech
Jun 17
Article
Anduril Wins Production Contract for U.S. Air Force CCA Program
A new era of airpower focused on autonomy and affordable mass is moving into mass production: today, the Air Force selected Anduril for the production phase of the Collaborative Combat Aircraft (CCA)...
10K
Altimeter Capital reposted
Erik Kriessmann
@ekriessmann
Jun 17
“Awarded four months ahead of schedule, these contracts signify that the FQ-42 and FQ-44 meet rigorous mission requirements and are ready for full-scale manufacturing.” On brand for @anduriltech 👏👏👏
U.S. Air Force
@usairforce
Jun 17
The Department of the Air Force has awarded multiple contracts under the Collaborative Combat Aircraft program, including Increment 1 air vehicles and mission autonomy software. Details on accelerating efforts to rapidly field next-generation combat capability:
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Altimeter Capital reposted
Jamin Ball
@jaminball
Jun 17
In the @databricks keynote today, @alighodsi talked about why the old "SaaS stack" of database + workflows + UI won't transition to the "Agent Stack." One of the core arguments was agentic workloads span multiple systems of record, so we need something new. I wrote about
Jamin Ball
@jaminball
Jan 16
Article
Platform of Platforms
From Clouded Judgement: As always, these posts are more of a brain dump of “what I’m thinking” about…And lately I have been thinking a lot about “legacy SaaS",” systems of record, etc. I wanted to...
59K
Altimeter Capital reposted
Jamin Ball
@jaminball
Jun 16
There's a new entrant in Databricks' benchmarks! Historically they would always have a red bar (for their own performance) and a light blue bar (for Snowflake). But now a yellow bar has emerged. So who's this "yellow company"? It's @ClickHouseDB Real time analytics just
26K
Altimeter Capital reposted
Jamin Ball
@jaminball
Jun 16
Awesome keynote by @alighodsi at the @databricks summit. Some takeaways below. TLDR - Databricks is now a data processing platform, a data platform, an agents platform and an apps platform Architecture updates Iceberg / table formats - v3 is now GA: the unified data layer.
62K
Altimeter Capital
@AltimeterCap
Jun 16
The Virginia and Columbia class submarine programs are 50 million workforce hours short annually. And that's just one program. Chris Power (@2112Power) believes technology and retraining workers is the only path to get these programs back on track. @HadrianInc CEO Chris Power
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Altimeter Capital
@AltimeterCap
Jun 16
Close to 100% of @HadrianInc's factory workforce had never set foot in a factory before. Trained in 30 days. Coming from hospitality, retail, nursing. Altimeter Partner Erik Kriessmann (@ekriessmann) and Hadrian CEO Chris Power (@2112Power) on why physical AI is creating high
3.2K
Altimeter Capital
@AltimeterCap
Jun 16
Close to 100% of @HadrianInc's factory workforce had never set foot in a factory before. Trained in 30 days. Coming from hospitality, retail, nursing. Altimeter Partner Erik Kriessmann (@ekriessmann) and Hadrian CEO Chris Power (@2112Power) on why physical AI is creating high
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00:33
Altimeter Capital
@AltimeterCap
Jun 16
" China has been treating manufacturing for a long, long time as a national security issue, and we've been treating manufacturing in the United States as a purely economic issue, and it, it never has been, and there's some big macro reversal of that." - Chris Power (@2112Power)
54K
Altimeter Capital
@AltimeterCap
Jun 16
" China has been treating manufacturing for a long, long time as a national security issue, and we've been treating manufacturing in the United States as a purely economic issue, and it, it never has been, and there's some big macro reversal of that." - Chris Power (@2112Power)
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18K
Altimeter Capital
@AltimeterCap
Jun 16
📽️
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Altimeter Capital reposted
Ayan Agarwal
@ayanagarwal0
Jun 15
Back at @ycombinator for alumni demo day yesterday - a couple things that stood out: 1. Talent shifting from software to hardware. Saw repeat / exited SaaS founders in the batch now building in atoms. Moving where the immediate opportunities & bottlenecks are. 2. “Build
5.1K
Altimeter Capital
@AltimeterCap
Jun 15
Scott Wapner (@TheJudgeCNBC) asked Brad Gerstner (@altcap) about @elonmusk's wealth crossing $1 trillion on @SpaceX IPO day. Brad connected the moment to why @InvestAmerica24 exists. "60 to 70% of people today don't compound in the upside of our capital markets. I think you'll
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Altimeter Capital
@AltimeterCap
Jun 15
Scott Wapner (@TheJudgeCNBC) asked Brad Gerstner (@altcap) to respond to the bear case on @SpaceX after CFRA issued a sell rating on the stock's first day of trading. "In technology, a lot more money has been lost sitting on the sidelines, wringing your hands about all the
8.8K
Altimeter Capital
@AltimeterCap
Jun 15
Scott Wapner (@TheJudgeCNBC) asked Brad Gerstner (@altcap) to respond to the bear case on @SpaceX after CFRA issued a sell rating on the stock's first day of trading. "In technology, a lot more money has been lost sitting on the sidelines, wringing your hands about all the
00:00
00:47
Altimeter Capital
@AltimeterCap
Jun 15
CNBC Halftime Scott Wapner (@TheJudgeCNBC) asked Brad Gerstner (@altcap) why the @SpaceX valuation ultimately comes down to compute. Brad pointed to a recent post from Noam Brown (@polynoamial) arguing that current models can solve almost any problem if given enough run time.
84K