Altimeter founder Brad Gerstner (@altcap) joined the Besties on @theallinpod to run the numbers behind the AI supercycle.
- SpaceX: why the market may be underestimating the path from $18B in revenue to Elon's $1T target
- Compute: 6 incremental GW = ~$300B of potential capex
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- We’re excited to see @attestablecom come out of stealth today. Led by partner @jaminball, Altimeter co-led Attestable’s seed round alongside @TLV_Partners. We believe they’re building a crucial new layer of the AI stack: verifiable integrity. As AI systems make moreThe world has identified verifiable AI as a missing civilization-scale primitive. The core technical obstacle, practical zero-knowledge proofs, was considered impossible. We solved it. Today, we are launching @attestablecom, the AI Integrity Company, and announcing a $20M seed
- America is entering a new industrial era. Rebuilding our industrial capacity through AI-driven manufacturing is one of the defining opportunities of the next decade. Congratulations to @HadrianInc on its Series D. @AltimeterCap Partner @ekriessmann is proud to partner withToday we're announcing our Series D: $1.37B in new capital at a $7.87B valuation to Reindustrialize America. Thank you to all our investors. WCM Investment Management, @WashingHarbour, Valor Equity Partners, @137ventures, and @BaillieGifford led the round. @jpmorgan Chase's
- The AI era is creating one of the largest infrastructure buildouts in modern history. As intelligence becomes foundational to every enterprise, the demand for compute, power, and AI infrastructure will continue to accelerate. We're excited to support some of the builders makingA new AI cloud company has raised $300 million in venture funding bloomberg.com/news/articles/…







