Congratulations to Altimeter Founder & CEO Brad Gerstner (@altcap) on being named to @observer's 2026 A.I. Power Index.
For over two decades, Brad has invested behind the founders, technologies, and infrastructure shaping the future of AI. We're especially proud to see so many
"There's four seasons in AI. They're called OpenAI, Anthropic, SpaceX, and Google."
"If you're a CEO, if you're about to make a multi-million or billion-dollar decision of which lab to build your intelligence on, plan for the climate, not for a weather."
"That's multi-model
Palantir CEO Alex Karp said enterprises want to "own the means of production" instead of "transferring their alpha" to OpenAI or Anthropic.
Cerebras CEO Andrew Feldman (@andrewdfeldman) says Karp is right:
"You shouldn't be dependent on Nvidia. You shouldn't be dependent on one
Next up on @AltimeterCap First Pass: A conversation with @matei_zaharia from @databricks on Omnigent
Agents are in their infancy, and so are the ways we develop and build them. Omnigent is a meta-harness aimed at solving many of the gaps in agent development today
Altimeter Founder & CEO @altcap joined the "besties" on the @theallinpod this week for a wide-ranging conversation on AI, capital markets, and the policies shaping America's future.
Key highlights:
Intelligence TAM could be bigger than anything we’ve ever seen
Falling token
🚨 POD UP! Fifth Bestie Brad Gerstner is BACK!
@altcap fills in for @friedberg:
-- OpenAI vs Anthropic IPOs
-- The Open Source Decision in July 2026
-- Meta's New Model, Zuck's Price War
-- China to Crack Down on Open Source?
-- Trump Accounts Launch
(0:00) Bestie intros:
Altimeter Partner Apoorv Agrawal (@apoorv03) sat down with @glean Founder & CEO Arvind Jain (@jainarvind) at @RaiseSummit to discuss what separates AI winners from everyone else.
Their conversation explored some of the biggest questions shaping enterprise AI:
• From AI
Next up on @AltimeterCap First Pass: A conversation with @arakharazian from @tryramp on the implications of AI on labor markets
AI doomers will tell you AI is killing jobs.
The data tells us the opposite. Companies adopting AI the most are growing headcount the fastest
Altimeter Founder & CEO Brad Gerstner (@altcap) joined Fox Mornings with @MariaBartiromo this morning to discuss how @TrumpAccounts can expand ownership, strengthen capitalism, and create greater economic opportunity for every American.
The true power of capitalism extends far beyond wealth; it fosters personal dignity, individual agency, and boundless opportunity. This is the foundation that truly fortifies our entire society.
