Altimeter Capital
also referred to as: altimeter
17 statements across 3 episodes · 2 bullish · 4 bearish · 3 people on the record · first statement Oct 10, 2022 by Brad Gerstner · said 44 times in 20 episodes since 2021 · across every show →
Mentions by year
brought up most by Brad Gerstner (15), Harry Stebbings (14), Jamin Ball (2), Chad Peets (2), Vlad Tenev (1), Tarek Mansour (1), Rory O'Driscoll (1), Michael Eisenberg (1)
tap a year for its mentions
2026 8 mentions in 6 episodes 1 per episode
- Anthropic Raises $30BN at $900BN Price | SpaceX Files S1: How Does it Trade | Cerebras Smashes Day 1 · 20VC with Harry Stebbings
- 20Sales: Why the Best Sales People are F**** in the Head | Why Remote Work is BS | Why Europe is a Nightmare for Recruiting Sales Teams | How to Build a Sales Machine | What Everyone Gets Wrong Today in Sales with Chad Peets
- ClickHouse CEO: AI Margins Need to Improve | Revenue Concentration Should be a Concern
- Zuckerberg Back on X Challenging Codex & Claude Code | SK Hynix’s $26BN IPO · 20VC with Harry Stebbings
- Anthropic's Fable Banned by US Government | Wix & Adobe Hit All-Time Lows | Mistral Raising at $20BN · 20VC with Harry Stebbings
- Anthropic Raises $45B but Falls Short on Compute & Thoma Bravo Hand Back Medallia Keys to Creditors · 20VC with Harry Stebbings
- every mention in 2026, scene by scene →
2025 2 mentions in 2 episodes 1 per episode
- Kalshi CEO Tarek Mansour on Raising $1BN, CNN and CNBC Deals & the Polymarket Feud · 20VC with Harry Stebbings
- 20VC: The Daily Deal: Coreweave IPO | Scale Hits $25BN on $2BN EOY Revenue | Sequoia's 25x Return on Wiz | Tech Stocks Tank with Tariffs | Cursor: Defensible or Dangerous Example of Lost Moats in Tech
- every mention in 2025, scene by scene →
2024 9 mentions in 6 episodes 2 per episode
- Ed Sim & Jamin Ball: Did Figma Kill M&A Markets & 3 Requirements to IPO in 2024 | E1101 · 20VC with Harry Stebbings
- Vlad Tenev, Co-Founder & CEO @Robinhood: The GameStop Saga & The Future of AI | E1222 · 20VC with Harry Stebbings
- Eoghan McCabe, CEO @Intercom: Freedom of Speech, Censorship and Government Control | E1213 · 20VC with Harry Stebbings
- Jeff Wang: Sequoia Capital's $9BN Global Equities Fund on The Future for NVIDIA, Google & Meta|E1212 · 20VC with Harry Stebbings
- 20VC: Doug Leone, Bill Ackman, Bill Gurley and Orlando Bravo on "Does Price Matter"; When to Pay Up vs When to Stay Disciplined, The Biggest Lessons on Price Discipline from 8 of the World's Best Investors
- Jason Lemkin: Predictions for 2024 - What Does a Trump Administration do for Startups? | E1099 · 20VC with Harry Stebbings
- every mention in 2024, scene by scene →
2022 24 mentions in 5 episodes 5 per episode
- Brad Gerstner: How I Pick Companies; Lessons from Warren Buffet; Chamath vs Gurley | E935 · 20VC with Harry Stebbings
- 20VC: Chris Sacca, Chamath Palihapitiya, Gary Vee, Brad Gerstner and more on Their Relationship To Money, How It Has Changed with Time and Wealth, How They Bring Up Their Children To Engender the Same Values of Ambition and Hard Work?
- Hugo Barra: How I Built Hardware for Android, Xiaomi, and Oculus | 20VC #947 · 20VC with Harry Stebbings
- Emil Michael: How I Negotiated the $4B Uber-China Deal, Why DoorDash Caught Up to Uber | 20VC #941 · 20VC with Harry Stebbings
- 20VC: David Friedberg on The Framework for Business Value Creation, The Bifurcation in Venture Today That No One Talks About, The Impact of Interest Rate Hikes on Venture and Step by Step; How TPB Incubates, Funds and Exits The Next Generation of Companie
- every mention in 2022, scene by scene →
Everything said about Altimeter Capital, oldest first
Oct 10, 2022
Gerstner: Altimeter analysts will be fired for unvetted FOMO pitches
“If you are an analyst who walks into my office with an idea a day because, you know, Johnny Mac down the street did the deal, like, you will be fired. Right? You better come in prepared, not with Dribbble, but you better have done your work because we're going…”
Oct 10, 2022 neutral
Oct 10, 2022 neutral
Oct 10, 2022 neutral
Oct 10, 2022 negative
Oct 10, 2022
Gerstner: VCs must distribute shares unless projecting 3x-5x returns over 3-5 years
“So for us, when I think about distributing is, do we still have venture returns left in this over a reasonable period of time? And if the answer is we don't see a three to five X over the course of the next three to five years in that deal, then we're obliged …”
Oct 10, 2022 bearish
Oct 10, 2022 bearish
Oct 10, 2022
Gerstner: Altimeter will grow by only 5-10 people and transfer majority ownership
“We may be five or 10 people bigger. The incredible partners and young people around here will have even more responsible responsibility doing all the things that we do today. I mean, in the fullness of time, I want to see Altimeter have an incredible generatio…”
Oct 10, 2022 negative
Oct 10, 2022 bullish
Oct 10, 2022 positive
Jan 10, 2024
Ball: SaaS startups stall at $50M ARR when failing to penetrate enterprise
“The market just wasn't that big, right? There were some early adopters, maybe in Silicon Valley, that were using your product But the reality is, is you never really broke into the enterprise, right? You never really broke into where the big dollars were, and …”
Jan 10, 2024
Ball: Overestimating growth durability was my biggest investing mistake
“The mistakes that I made right when I reflect back was that middle category, right? It was forecasting wrong. It was saying, Hey, I think I'm identifying a good market and a good business, but I had an expectation for growth durability. That just didn't happen…”
Jan 10, 2024
Jan 10, 2024
Ball: Complex VC exits take 12 to 18 months due to investor alignment
“This is why these processes end up taking 12, 18 months is because it's not 12, 18 months of negotiating with an acquirer or figuring out how to do a dividend back to the preferred, right? It takes 18 months because these are really hard decisions that are oft…”