Altimeter Capital, every mention
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every year anyone Ben Gilbert 14David Rosenthal 8Brad Gerstner 8
Verbatim, from the transcripts: the passages where Altimeter Capital comes up
Holiday Special 2023 (Audio) · Acquired
- ▶ 51:40 Ben Gilbert We met, uh, actually, a friend of the show, Brad Gerstner, had his investor day for Altimeter, and, uh, I met Dara there.
Nvidia: The Machine Learning Company (2006-2022) · Acquired
- ▶ 2:11:41 Ben Gilbert Actually, for the episode we did with Brad Gerstner on Altimeter, we needed a third camera, and so I went out and bought a Sony RX 100, a little point-and-shoot camera, and, ah, recently took it to Disneyland.
- ▶ 2:13:12 David Rosenthal I actually just bought my first camera cube, like a travel camera cube thing for our, uh, uh, Alpha-Seven C's now that we have, uh, literally it's four acquired for when, after the altimeter episode, I was like, oh, wow.
Altimeter (with Brad Gerstner) · Acquired
- ▶ 1:20 Ben Gilbert And today we wanted to analyze one of the firms that pioneered this dual approach of operating a hedge fund and a venture capital firm simultaneously, Altimeter Capital.
- ▶ 1:44 Ben Gilbert And listeners, to tell the story right, we are joined today by Brad Gerstner, the founder of the firm.
- ▶ 1:54 Ben Gilbert We actually recorded this episode in person, even with video, stands, microphones, everything, at the Altimeter office on Sand Hill Road.
- ▶ 6:06 Ben Gilbert And now over to Brad Gerstner from Altimeter Capital.
- ▶ 10:36 Brad Gerstner He would work the rest of his life trying to pay back that money, because it was his word that he gave to the people who lent him the money, and so I think about that when I hear from entrepreneurs, or when I even think about the risk…
- ▶ 16:32 Ben Gilbert I mean, you've raised, I think, literally billions of dollars over the years for Altimeter.
- ▶ 29:21 David Rosenthal But also, like, what Altimeter ultimately becomes, and this, you know, you guys, I think are
- ▶ 43:44 Ben Gilbert And this is Altimeter just for folks at home.
- ▶ 56:04 Ben Gilbert This is an interesting thing to talk about here because it's kind of a second pillar of altimeter.
- ▶ 1:04:09 Ben Gilbert I think Snowflake is still over half, or as at the end of last quarter was still over half of Altimeter's public position.
- ▶ 1:05:56 Brad Gerstner That's not the bet that my, ah, the folks who invested in my venture capital firm made that I'm gonna hold this forever, right?
- ▶ 1:08:53 Brad Gerstner Over three hundred billion dollars of value creation, right, that goes to the Sequoias, the Altimeters, the GAs, et cetera, of the world, and no retail investor has access to that.
- ▶ 1:17:20 Brad Gerstner I think that Altimeter has a founder's mentality.
- ▶ 1:17:30 Brad Gerstner So some people I've heard say, hey, they bring the best of, you know, Tiger, but also the best of, of Sequoia.
- ▶ 1:18:24 Ben Gilbert Like, yeah, we're only a four-year-old startup, but look, we're with Altimeter.
- ▶ 1:23:01 Ben Gilbert I saw your website, yeah, you don't call it a SPAC, you call it the altimeter.
- ▶ 1:23:05 Brad Gerstner Yeah, altimeter IPO.
- ▶ 1:27:42 David Rosenthal Okay, so as we move into the kind of the analysis section here, there are two, we of course want to do grading and ask you to paint, you know, the, what is your, you know, when you go to bed at night and you dream your, your best dreams of…
- ▶ 1:30:55 David Rosenthal I mean, I remember coming up being an investment banking analyst as you were starting Altimeter in those same days, and, uh, the LBO market was vastly more fragmented than it is now, and it has consolidated around like some, some major,…
- ▶ 1:33:20 David Rosenthal Well, and what's different now is you can go public early and you still have Altimeter or Benchmark or Sequoia or whoever has your shareholders.
- ▶ 1:45:48 Ben Gilbert Or where could they find out more about you or Altimeter on the internet?
- ▶ 1:46:25 Brad Gerstner And so, I think, I always say to people, if they're interested to learn more about Altimeter, just follow this incredible group of analysts on Twitter.
- ▶ 1:50:00 Brad Gerstner The accredited investor retail channel, through Goldman, through Morgan Stanley, through these other aggregators, as a percentage of the fundraise for Tiger, for Kotu, for Altimeter, it's going up dramatically relative to traditional LPs.
- ▶ 1:50:22 David Rosenthal Would you ever consider a future for Altimeter where your LP capital is more directly from people?
- ▶ 1:51:09 Ben Gilbert I mean, what a journey the last 20 years have been for him building Altimeter and really helping to shape this industry.
Complexity Investing & Semiconductors with NZS Capital (Extended Cut) · Acquired
- ▶ 59:54 David Rosenthal They just, uh, a little while ago now, but, uh, just as we are recording, this announced a eighty million dollar series C at a two billion dollar evaluation led by existing investors, altimeter capital and benchmark capital.
Michael Mauboussin Master Class — Moats, Skill, Luck, Decision Making and a Whole Lot More · Acquired
- ▶ 50:42 David Rosenthal They have raised, uh, fifty million dollars from top firms like Y Combinator, Benchmark, and Altimeter, and they are really just, like, killing it, I think is the correct term.