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

altimeter.com

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Altimeter Capital
@AltimeterCap
Sep 17
Brad Gerstner (@altcap) joined the @theallinpod for a wide-ranging conversation on the state of AI. They cover: → Can AI revenue support the massive CapEx buildout? → The gigawatt gap and power constraints → Why semis could take a larger share of the Nasdaq → AI’s impact
The All-In Podcast
@theallinpod
Sep 17
All-In Summit: Brad Gerstner -- Who’s Paying for AI CapEx? -- Semis Eat the Nasdaq -- Not Firing, Just Not Hiring -- The Gigawatt Gap ++ much more! (0:00) Welcome @altcap (1:01) Trump Accounts, Every Child a Capitalist & The CAC Scan (5:07) Can AI revenue pay for the
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Altimeter Capital
@AltimeterCap
Sep 11
Asked about Treasury Secretary Bessent saying AI companies have done a horrendous job explaining themselves, Brad Gerstner (@altcap) agreed and connected it to why @InvestAmerica24 exists. "We have to get everybody into the game of capitalism. They all have to share in the
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Altimeter Capital
@AltimeterCap
Sep 11
01:21
Scott Wapner (@TheJudgeCNBC) pointed to AI leaders publicly warning about the technology they are building. Brad Gerstner (@altcap) said that is the point, and it started a decade ago. "America's leaders, starting with @elonmusk back in 2016, said this will be the most positive
Altimeter Capital
@AltimeterCap
Sep 11
Scott Wapner (@TheJudgeCNBC) pointed to AI leaders publicly warning about the technology they are building. Brad Gerstner (@altcap) said that is the point, and it started a decade ago. "America's leaders, starting with @elonmusk back in 2016, said this will be the most positive
00:00
Altimeter Capital
@AltimeterCap
Sep 11
01:13
Scott Wapner (@TheJudgeCNBC) opened by asking Brad Gerstner (@altcap) about the week's AI safety debate. Brad said the conversation is a decade old, nothing in it was new, and the coverage ignored the guardrails already in place. "I've not talked to a single person in AI who
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Altimeter Capital
@AltimeterCap
Sep 11
Scott Wapner (@TheJudgeCNBC) opened by asking Brad Gerstner (@altcap) about the week's AI safety debate. Brad said the conversation is a decade old, nothing in it was new, and the coverage ignored the guardrails already in place. "I've not talked to a single person in AI who
00:00
Altimeter Capital
@AltimeterCap
Sep 11
@CNBC Halftime Report with Altimeter founder & CEO Brad Gerstner (@altcap) and Scott Wapner (@TheJudgeCNBC) | September 11, 2026 On this week's AI safety debate, here are Brad’s views: > No one in AI is saying full steam ahead, disregard safety. More time and energy has gone
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Altimeter Capital
@AltimeterCap
Sep 11
@CNBC Halftime Report with Altimeter founder & CEO Brad Gerstner (@altcap) and Scott Wapner (@TheJudgeCNBC) | September 11, 2026 On this week's AI safety debate, here are Brad’s views: > No one in AI is saying full steam ahead, disregard safety. More time and energy has gone
CNBC Halftime Report with Brad Gerstner - September 11th, 2026
From youtube.com
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