Altimeter Capital
@AltimeterCap • 7,802 subscribers
We research and invest in tech innovation, backing visionary founders and companies in public and private markets. Disclaimers: https://t.co/hUVZJoTrdz
Videos
“I’ve been skeptical of software now for two years.” On CNBC Halftime with Scott Wapner (Scott Wapner), Brad Gerstner (Brad Gerstner) explained why many software names have reverted from a decade of premium multiples back toward market multiples in the AI era. “The closer you are to a point solution, that feels to me like you're on the front of the conveyor belt heading toward the guillotine, and to me it's just too hard.”
Altimeter Capital169,944 görüntüleme • 2 ay önce
Brad Gerstner (Brad Gerstner) joined CNBC’s Halftime Report with Scott Wapner (@ScottWapnerCNBC) to address the software selloff. In a moment of “exponential change,” investors say “fog of war” and put application software in the “too hard bucket” — not because they’re “missing earnings or revenue today,” but because future free cash flows are harder to predict. Watch the conversation⬇️
Altimeter Capital259,994 görüntüleme • 5 ay önce
“I think Nvidia will be the first $10 trillion company.” - Brad Gerstner Brad Gerstner on CNBC Halftime • AI token demand continues to increase rapidly • Nvidia leads on efficiency (token per watt per dollar) • Trading at ~13–14x earnings despite strong forward demand The market may be underestimating long-term AI infrastructure demand.
Altimeter Capital131,637 görüntüleme • 2 ay önce
On CNBC Halftime with Scott Wapner (Scott Wapner), Brad Gerstner (Brad Gerstner) shared how he thinks about positioning during periods of market volatility. “Let your winners run.” But also: “I will say with these parabolic moves, we absolutely are making sure that we're taking down some of our exposure in names that exceed our price targets... rotating it into other names..” Brad discussed: • Rebalancing during periods of market strength • Maintaining flexibility during volatility • Keeping liquidity available during pullbacks
Altimeter Capital78,040 görüntüleme • 2 ay önce
Brad's (Brad Gerstner) advice to the next generation: "Being the smartest person and solving the problem faster than every other human — that gets commoditized. You're not going to beat the machine." Network. Persuasion. Leadership. Make yourself bionic.
Altimeter Capital86,882 görüntüleme • 3 ay önce
Noam Brown (Noam Brown) posted something profound this week. Frontier models can solve most problems if you just let them run long enough. Nobody has ever run Mythos for a full year. We may never know how smart any given generation actually is. Gavin Baker's takeaway: however bullish he was on compute before that post, he's more bullish now. Brad Gerstner
Altimeter Capital38,206 görüntüleme • 1 ay önce
AI isn’t a bubble — it’s a supercycle. Altimeter CEO Brad Gerstner joined Sara Eisen on CNBC’s Money Movers to unpack the OpenAI headlines, the AI infrastructure buildout, and what’s next for the market. Key takeaways from Brad: “We’re in a global AI race with China. This is like the Manhattan Project — a national and economic security imperative.” “We’ve lived through three supercycles — internet, social, mobile and cloud — and each ended up far bigger than we thought. AI will be no different.” “The market is on edge — it’s saying show us the money. But the trajectory is on pace for $100B+ in revenue by 2028.” AI is real. The opportunity is generational. We’re investing for the long term. 🎥 Watch the full Money Movers interview with Sara Eisen:
Altimeter Capital89,848 görüntüleme • 8 ay önce
Altimeter’s Apoorv Agrawal (Apoorv Agrawal) with Crusoe Founder Chase Lochmiller at Stanford: “A gigawatt is basically what powers the whole city of Denver.” This isn't abstract compute. A single AI campus now consumes city-level electricity. The bottleneck has shifted. It’s not just GPUs, it’s whether you can actually access and deploy power at this scale.
Altimeter Capital28,693 görüntüleme • 3 ay önce
Last week on CNBC Halftime, Brad Gerstner (Brad Gerstner) broke down the AI selloff — first with Scott Wapner (Scott Wapner), then alongside Jensen Huang (NVIDIA): With Scott Wapner on markets + AI CapEx: "There's a fog of war when the rate of change goes parabolic." "When the smartest guys in the world — Sundar, Elon, Andy Jassy, Mark Zuckerberg — are all saying we are going to earn a return on this investment, my bet is on them." With Jensen Huang on AI infrastructure + U.S. competitiveness: "This is like building the interstate highway system — $700 billion of investment, all funded by profitable private companies in America." "Could you imagine being large early investors in Google, Amazon, and Meta? Incredible. And that's what we're looking at." As founder of Invest America | Trump Accounts | Trump Accounts, Brad is focused on ensuring every American has a stake in the future being built. Watch the conversation 👇
Altimeter Capital21,265 görüntüleme • 5 ay önce
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