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Altimeter Capital

also referred to as: altimeter

19 statements across 16 episodes · 7 bullish · 3 bearish · 1 people on the record · first statement Mar 26, 2022 by Brad Gerstner · said 33 times in 22 episodes since 2021 · across every show →

Mentions by year

brought up most by Brad Gerstner (15), Jason Calacanis (11), David Sacks (5), Chamath Palihapitiya (1)

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2026 11 mentions in 7 episodes 2 per episode
2025 3 mentions in 1 episode
2024 1 mention in 1 episode
2023 8 mentions in 5 episodes 2 per episode
2022 9 mentions in 7 episodes 1 per episode
2021 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Altimeter Capital, oldest first

Mar 26, 2022
Disclosure
Gerstner: Altimeter cuts exposure and consolidates into 5 to 6 positions during downturns
“And so, for us, in moments like this, and I've lived probably through five of them in the public markets, we always do the same thing. Degross. Take risk down. First thing is, like, have less chits on the board. Number two, reduce the number of outliers. Pull …”
Brad Gerstner Mar 26, 2022 ▶ 50:11 E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner
May 23, 2022 positive
Assertion Not checkable as stated
Gerstner: Altimeter distributed over $6B to LPs in 2021
“Last year, we distributed over six billion dollars, which was more than all the venture we raised in our first five funds.”
Brad Gerstner May 23, 2022 ▶ 31:55 E81: All-In Summit: Bill Gurley & Brad Gerstner on markets, downturns & investment cycles
May 27, 2022 neutral
Disclosure
Gerstner: Altimeter portfolio company Lacework is laying off 300 employees
“The second company on that list, Lacework, an altimeter software company that's doing terrific, growing hundreds of percent, laying off 300 people, 20%, right?”
Brad Gerstner May 27, 2022 ▶ 1:08:49 E83: Market slide continues, and how to address Uvalde
Oct 22, 2022 neutral
Disclosure
Gerstner: Altimeter Capital holds 90% of its portfolio in 5-10 companies
“We've got 90% of our portfolio in our top five or 10 companies.”
Brad Gerstner Oct 22, 2022 ▶ 1:16:42 E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more
Mar 3, 2023 neutral
Disclosure
Gerstner: Altimeter is studying AI closely but has made few investments
“I would say that we are spending an extraordinary amount of time In this space, we haven't made a lot of investments.”
Brad Gerstner Mar 3, 2023 ▶ 13:58 E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner
Jun 16, 2023 bearish
Disclosure
Brad Gerstner reveals Altimeter Capital has passed on over 60 AI startups
“We have a huge anti-portfolio for AI. It's painful. We've said no to over 60 companies, right?”
Brad Gerstner Jun 16, 2023 ▶ 1:20:18 E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner
Jun 16, 2023 bullish
Disclosure
Brad Gerstner reveals Altimeter bought back Google stock around Google I/O
“I said on CNBC that we had sold our shares. We bought back some of the shares around Google IO because we do think they're going to be a player.”
Brad Gerstner Jun 16, 2023 ▶ 49:13 E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner
Jun 16, 2023
Disclosure
Brad Gerstner reveals Altimeter halted new venture investments in October 2021
“We stopped making venture investments in October of 21. Principally because of how we felt about public markets at that point in time.”
Brad Gerstner Jun 16, 2023 ▶ 55:10 E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner
Jun 24, 2023 neutral
Disclosure
Gerstner: Altimeter hasn't bought private secondary shares because prices remain too high
“So why hasn't Altimeter purchased any of this? Because the prices aren't low enough. To induce me to get off the sidelines to purchase the shares”
Brad Gerstner Jun 24, 2023 ▶ 1:12:55 E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more
Jul 9, 2023 neutral
Disclosure
Gerstner: Altimeter reduced net market exposure in 2023
“Our net exposure has come down over the course of the year at altimeter because we've moved, the markets have moved up a lot.”
Brad Gerstner Jul 9, 2023 ▶ 53:39 E136: Hacking the pod, Threads launches, Fed minutes, immigration, balloon farce, heart health
Aug 11, 2023 bullish
Disclosure
Gerstner: Altimeter bought Meta during 2022 public market collapse
“In 2022, we had this massive correction in the public markets. We believed that they overshot. In part, we believed that because we didn't think we were going to have hyperinflation forever, et cetera. And so you and I invested in, you know, Meta and a lot of …”
Brad Gerstner Aug 11, 2023 ▶ 1:10:26 E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner
Aug 11, 2023 bearish
Disclosure
Gerstner: Altimeter tracked zero tech IPOs in 2023 year-to-date
“We're one of the major buyers in tech IPOs, so I just went to the team and said, how many IPOs were we tracking and did we consider participating in during these years? So that was 46 in twenty-twenty. A hundred in 20, 21. Three in 20, 22 and zero year to date…”
Brad Gerstner Aug 11, 2023 ▶ 55:24 E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner
Nov 7, 2025 bearish
Disclosure
Gerstner: Altimeter reduced market positioning to medium-small
“Early in the year when we were worried about tariffs, altimeter was positioned small, right? By May, we thought they would land the plane with the best in consensus, you know, on trade, we'd get the big, beautiful bill passed, and we went to kind of extra larg…”
Brad Gerstner Nov 7, 2025 ▶ 40:05 Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option
Apr 10, 2026 bullish
Disclosure
Gerstner: Altimeter has billions invested in both Anthropic and OpenAI
“No, we've got billions of both companies.”
Brad Gerstner Apr 10, 2026 ▶ 1:03:17 Anthropic’s $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence
May 8, 2026 bullish
Disclosure
Gerstner: Over 80% of Altimeter's portfolio exposure is in AI and compute
“80% of our exposures or more have been in compute, AI, memory, et cetera.”
Brad Gerstner May 8, 2026 ▶ 1:03:36 Elon’s Anthropic Deal, The Next AI Monopoly?, “FDA for AI” Panic, Trading the AI Boom
Jun 6, 2026 neutral
Disclosure
Gerstner: Altimeter distributed MongoDB shares before it grew to $50B
“10 years ago, we invested pre-IPO at a billion dollars. We distributed the shares, I think, at three or four billion, and then it went to fifty billion over, you know, the course of the next 24 months, and we had people who called us who said, well, why didn't…”
Brad Gerstner Jun 6, 2026 ▶ 26:20 The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel
Jun 7, 2026 bullish
Disclosure
Gerstner: Altimeter is selling private holdings into secondary market demand
“We are selling into this.”
Brad Gerstner Jun 7, 2026 ▶ 16:34 Why Secondary Markets Are Eating the IPO | All-In Liquidity Secondary Markets Panel
Jul 11, 2026 bullish
Disclosure
Gerstner: Altimeter would buy at scale in Anthropic and OpenAI IPOs
“But today, as I sit here today, Altimeter would be a buyer at scale and at size in both of those IPOs.”
Brad Gerstner Jul 11, 2026 ▶ 11:40 OpenAI vs Anthropic IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts
Aug 7, 2026
Disclosure
Gerstner: Altimeter passed on Airtable's last three funding rounds
“We passed on this in the last three funding rounds, right? Which I think we're at 2,000,000,005 1,000,000,011 billion.”
Brad Gerstner Aug 7, 2026 ▶ 1:03:50 Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI
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