Log inSign up
Brad Gerstner profile banner
user avatar

Brad Gerstner

Altimeter Capital
@altcap
Founder - Altimeter, Invest America | Trump Accounts, Center for Heart Attack Prevention. One precious life. Views here personal. @investamerica24 @bg2pod
Passing Through
Born May 4
Joined January 2009
1,235
Following
221K
Followers
RepliesMedia
  • user avatar
    Brad Gerstner
    Altimeter Capital
    @altcap
    10h
    Too aggressive re Anthropic. Base case of $250 B ‘27 exit run rate (same size as MSFT & Meta) seems wild but achievable. $450 B (size of Apple & Google) seems too aggressive given compute & regulatory constraints. Margins also likely lumpy as big compute comes online. 🧐📈
    user avatar
    dnap
    Counterparty
    @dnapway
    Aug 15
    Gavin Baker and David Sacks predict $400-500 billion ARR for Anthropic in 2027 Gavin: "I'm going to take the over on whatever the Wall Street consensus is for 2027, which I don't know. I'll take a 25 to 30% over on that." "I think $400-500 billion is in the zone of
    Image
    00:00
  • user avatar
    Brad Gerstner
    Altimeter Capital
    @altcap
    Aug 16
    People are worried about their bills & their futures. We have been here before. The answer is to double down on capitalism & make it work for everybody! By the end of October we will create 73 MILLION privately owned investment accounts for every person under 18 in America. 🇺🇸🚀
    user avatar
    America
    @america
    Aug 16
    POLL: Positive View of Socialism vs. Capitalism Among Democrats -SOCIALISM: 58% -CAPITALISM: 32%
    Image
  • user avatar
    Brad Gerstner
    Altimeter Capital
    @altcap
    Aug 15
    Excellent, candid back & forth on complex subjects that benefit from a good faith Saturday afternoon exchange! Thx @_sholtodouglas & @GavinSBaker for kicking off & super helpful to have @DarioAmodei weigh in. 🙏
    user avatar
    Dario Amodei
    Anthropic
    @DarioAmodei
    Aug 15
    1/2 Thanks Gavin for an especially thoughtful exchange. I don't usually spend much time on social media but I wanted to engage here because it really brings out the heart of an important conversation. First, on regulation, I think that “either concentrate it in the hands of a
  • user avatar
    Brad Gerstner
    Altimeter Capital
    @altcap
    Aug 12
    Important framing. 🧐🎯📈
    user avatar
    Clark Tang
    Altimeter Capital
    @_clarktang
    Aug 12
    The reality is what we are seeing unfold is Nvidia speedrunning the creation of a synthetic hyperscaler. Apologies in advance to all the investors who are stuck in their priors that this will trigger. But what is a hyperscaler? Strip it down and it’s a scaled infrastructure