Brad Gerstner

@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

Brad Gerstner
@altcap
Aug 12
Important framing. 🧐🎯📈
Clark Tang
@_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
Brad Gerstner
@altcap
Aug 8
💥💥💥
The All-In Podcast
@theallinpod
Aug 8
POD UP!🚨 Fifth Bestie @altcap Joins the Show! Brad fills in for @chamath and the Besties discuss: -- Google's AI Shakeup: Brain Drain or Strategy? $GOOG -- SpaceX's Massive Quarter: Terafab, Capex, EWS, $1T Projection $SPCX -- Airtable Sells for a 90% Discount, Signs of
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Brad Gerstner
@altcap
Aug 3
Zach, Justin & team are what I love best about the American innovation machine - solving massive problems at scale in record time. Grt product for homeowners & distributed energy storage will be key to winning the AI race. 🇺🇸🚀
Zach Dell
@ZachBDell
Aug 3
Today, we're launching Base Core, our own battery designed & built in Texas, and announcing our $1B Series D to bring it to homes across the country. Three years ago, we started Base with a belief that batteries were the unlock to energy abundance. We saw battery storage as the
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Brad Gerstner
@altcap
Aug 3
Narrative violation. Have been hearing for 18 months frontier models dead. Competition w open source is not zero sum. If you want American AI to win u should cheer for open & closed - we need these revenues to pay for the $1-2 T annual capex build out of American AI. 🇺🇸🚀💰
Nick Dorsey
@Midnight_Captl
Aug 2
I heard from a trusted source that Anthropic’s ARR as of mid July was $80B At the pace they’re on there’s a chance they crack $100B ARR by the end of August
Brad Gerstner
@altcap
Jul 30
Killer mission for America. Relentless founders & team. Stoked to add Kleiner, Iconiq ARK & Trowe to the K2 spaceship! Go big & deep in space to keep America safe & win the race. LFG! 🇺🇸🚀🇺🇸
Karan Kunjur
@KaranKunjur
Jul 30
Our biggest round yet: @K2SpaceCo has raised a $500M Series D at a $6.8B post-money valuation. The round was led by @kleinerperkins and @ICONIQCapital, with participation from @CapitalG, @lightspeedvp, @AltimeterCap, @sparkcapital, Sands Capital, @ARKInvest, @TRowePrice, and
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