Altimeter Capital, every mention
25 scenes · ← back to Altimeter Capital
tap a year for its mentions
every year anyone Brad Gerstner 15Jason Calacanis 11David Sacks 5Chamath Palihapitiya 1
Verbatim, from the transcripts: the passages where Altimeter Capital comes up
Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI
- ▶ 53:42 Jason Calacanis And you, you yourself at your firm altimeter, you were pretty frisky in this period.
The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
- ▶ 25:23 Jason Calacanis I think it was, um, Brad Gerstner, uh, from Altimeter was talking about, hey, tokens are still growing.
OpenAI vs Anthropic IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts
- ▶ 10:02 Brad Gerstner It's traded well, and so I think that that provides a bit of a blueprint for Anthropic, but just in, in, in terms of the enthusiasm, is, is an altimeter, is a fidelity, is a T. 2 times in the scene
The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel
- ▶ 0:36 unnamed speaker Brad Gerstner is here, founder and CEO of Altimeter Capital, a leading tech investment firm.
- ▶ 26:43 Brad Gerstner You have an innovation, right, you're just now, ah, public, so all of your investors are still under lockup, like, like Altimeter, but you guys have innovated with the banks on what I call a dribble lockup, so over six months, the shares… 2 times in the scene
Anthropic’s $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence
- ▶ 28:08 Brad Gerstner So Altimeter runs, you know, a lot of stuff on Anthropic. 2 times in the scene
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare
- ▶ 1:05:08 Jason Calacanis I'm not sure how you factor this in at altimeter into your thinking, but this seems to me to be a massive headwind against the two big bets you have.
Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick
- ▶ 0:13 Jason Calacanis So our favorite fifth bestie in the world, the one, the only Brad Gerstner from Altimeter here to take a victory lap for your, uh, Trump accounts.
Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option
- ▶ 40:05 Brad Gerstner And so early in the year when we were worried about tariffs, altimeter was positioned small, right? 3 times in the scene
Mag 7 sell-off, Wiz rejects Google, UBI, Kamala in, China's nuclear buildout, Sacks responds to PG
- ▶ 8:31 David Sacks Now, in terms of how our friends at Altimeter break this down, I think that high growth means a 30% or greater growth rate, and then I think the mid-tier is more like, what is it, like 10 or 15% to 30%,
E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update
- ▶ 36:11 Jason Calacanis Here's the chart from Altimeter. 3 times in the scene
E151: WW3 risk, War with Iran?, 4.9% GDP, startup failures growing, new Speaker & more
- ▶ 55:06 David Sacks Yeah, I mean, if you look at the altimeter charts that Jamon Ball has put out, I mean, the valuation levels are returning to, let's call it, the pre-COVID mean.
E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner
- ▶ 57:08 Brad Gerstner I think that, you know, Sneak that would be more in that Instacart camp, you know, like there will be some discount relative perhaps to their fully diluted last rounds valuation, but these make no mistake about it are high quality…
E136: Hacking the pod, Threads launches, Fed minutes, immigration, balloon farce, heart health
- ▶ 53:39 Brad Gerstner Our, 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.
E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more
- ▶ 1:11:09 Jason Calacanis Are also using secondary to growth stakes in their existing investments, doubling down, as it were crossover firms like KOTU, Tiger Global, and even Brad's altimeter are actively searching for deals. 2 times in the scene
E106: SBF's media strategy, FTX culpability, ChatGPT, SaaS slowdown & more
- ▶ 1:26:37 David Sacks There was a good update by, uh, Jammin Ball who works for Altimeter, our friend Brad Gerstner.
E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more
- ▶ 0:05 Jason Calacanis Brad Gerstner from Altimeter Group.
- ▶ 1:01:57 Brad Gerstner Nobody invited Altimeter to the dance.
E88: First principle politics, China chaos & outlook, state of private/public markets & more
- ▶ 1:34:23 David Sacks There was a good, uh, tweet by one of, uh, Brett Gerstner's colleagues at Altimeter,
E83: Market slide continues, and how to address Uvalde
- ▶ 1:08:49 Brad Gerstner 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?
E81: All-In Summit: Bill Gurley & Brad Gerstner on markets, downturns & investment cycles
- ▶ 14:45 Brad Gerstner They have 50 investments like benchmark and altimeter.
E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner
- ▶ 31:53 Chamath Palihapitiya You know, I mean, like, look, organizations like, you know, durable D one tiger altimeter, these guys are the smartest of the smart.
E62: Elizabeth Holmes verdict, fraud origins & takeaways, navigating "The Great Markdown" & more
- ▶ 27:25 Jason Calacanis Charts from Altimeter, our friend Brad Gershnen, I assume, show a major regression to the mean for tech stocks, SAS index, median enterprise value, next 12 months, expected revenue, yada yada.
- ▶ 40:59 David Sacks So if you look at the altimeter chart on public SAS multiples, let's see, I mean, Nick can pull it up.
E29: Coinbase goes public, direct listings vs. IPOs, unions & more with Bestie Guestie Brad Gerstner
- ▶ 21:31 Brad Gerstner So Altimeter has described itself often as a life cycle investor, right?