Altimeter Capital, every mention
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tap a year for its mentions
every year anyone Brad Gerstner 38Bill Gurley 4Apoorv Agrawal 3Gavin Baker 1
Verbatim, from the transcripts: the passages where Altimeter Capital comes up
The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod
- ▶ 3:25 Gavin Baker And so, you know, um, the, your, your colleague at Altimeter, Freda, also, she calculated a 55% IRR on Colossus I.
- ▶ 37:32 Brad Gerstner I would say from an altimeter perspective, what we tend to do is we take a base position that we set and forget, right?
- ▶ 1:11:09 Brad Gerstner For why, we all know, of course, when somebody puts on this much spend like at Altimeter, we're not optimally spending every single dollar.
- ▶ 1:13:40 Brad Gerstner You know, we dialed back from what I would call large for altimeter to something kind of like medium small.
- ▶ 1:17:43 Brad Gerstner We have, at Altimeter, we have deep admiration for the work that you guys do.
AI Enterprise - Databricks & Glean | BG2 Guest Interview · Bg2 Pod
- ▶ 8:20 Apoorv Agrawal Well, you know, something we say around at Altimeter quite a bit is your AI strategy starts as your data strategy.
- ▶ 39:37 Apoorv Agrawal My favorite game at Ultimate, we ask our CEOs is a long, short game.
Inside OpenAI Enterprise: Forward Deployed Engineering, GPT-5, and More | BG2 Guest Interview · Bg2 Pod
- ▶ 43:01 Apoorv Agrawal We'll start with Altimeter's favorite game, which is a long short game.
China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 56:23 Brad Gerstner At Altimeter, we just led the Series A in a company, I don't even know if we've announced it, but I'll announce it here, which is an all-American producer of rare earth magnets, right?
Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2 · Bg2 Pod
- ▶ 1:00:33 Brad Gerstner Uh, those people who partner with you like Altimeter and Benchmark.
China, AI Immigration, Rare Earths & Chips, Tariffs, Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 6:29 Brad Gerstner Altimeter Slack data.
- ▶ 1:00:26 Brad Gerstner Some of the guys who are playing, uh, the AI founders and engineers who were playing in the altimeter poker game last night, they were looking for ideas.
AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:15:55 Bill Gurley By the way, I've been wearing this altimeter hat for over an hour, and you haven't commented on it yet. 2 times in the scene
Tariffs, Free Trade, Export Controls, H20 & Rare Earth Ban | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 56:54 Brad Gerstner I think from an altimeter perspective, we were pretty cautious, and now we're looking at, again, leaning back into markets on some of these down days where it's big risk off, because I think ultimately the president is going to make deals,…
Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- ▶ 35:21 Brad Gerstner Altimeter participated along with several others who were reported, and the valuation was like 260 pre, um, which would make it, if all the money were to come in, a 300 post valuation, and so it certainly got a lot of attention this week.
- ▶ 1:05:52 Brad Gerstner Remember, the shareholders in ByteDance, 60% of those are U.S. investors like Altimeter. 3 times in the scene
NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- ▶ 31:04 Brad Gerstner Um, about, about Altimeter, uh, and myself, because I've talked a lot about the search, uh, you know, what can we learn from search as we go to invest in these model companies? 2 times in the scene
Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 8:31 Brad Gerstner You know, just as a reminder to everybody, I, I think from an investment perspective, Altimeter's invested in a lot of these companies, right?
Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 41:40 Bill Gurley So Altimeter's, you know, historically been tech-focused. 2 times in the scene
AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 3:25 Brad Gerstner I mean, for Altimeter, our team talks with Dylan and Dylan's team all the time.
Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 23:50 Brad Gerstner And my, ah, partner Frida did, ah, you know, tweeted like a couple weeks ago that at the start of this year, 2 times in the scene
Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball · Bg2 Pod
- ▶ 28:26 Brad Gerstner Founders Fund, Altimeter, a few others have downsized the fund size.
Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 0:31 Brad Gerstner We literally just finished two days of the Altimeter annual meetings.
Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 0:58 Brad Gerstner We're at the NVIDIA headquarters just down the street from Altimeter.
Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 8:39 Brad Gerstner You know, I can confirm that Altimeter is talking with the company, so of course there's some things I can share and things I can't share, but you had Kevin Scott, the CTO of Microsoft say demand for AI infrastructure is materially…
- ▶ 46:08 Brad Gerstner Because of the ability to get liquid in secondary transactions, because of the liquidity of this late-stage quasi-public market where institutions like Altimeter, or, you know, the KOTUs of the world, or Fidelities, or Thrives, or… 2 times in the scene
Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 19:22 Brad Gerstner And, uh, you know, the second thing I would say is Altimeter's peak exposure, um, to these names was about 70% over the course of the last 12 months.
Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 3:47 Brad Gerstner You know, a lot of people would think of Altimeter as a competitor to KOTU.
Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 11:57 Brad Gerstner You know, in fact, part of the reason I started Altimeter and part of our thesis in 2005 is we thought companies would stay private longer, more of the value capture would occur in the private markets because they would scale faster. 2 times in the scene
- ▶ 30:57 Brad Gerstner Yeah, no, listen, I think, I think, here's where I think your admonition is, is smart, and as you know, we've looked at a lot of stuff at Altimeter in the AI landscape, you know, enabling technologies, infrastructure, picks and shovels,…
Ep7. The Great IPO Debate, Tesla Robotaxi v Uber, Tech Check | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 10:16 Brad Gerstner Certainly Altimeter and KOTU and others
Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More · Bg2 Pod
- ▶ 1:03:46 Brad Gerstner You know, your stock and trade is series A, but if you're altimeter and we can, you know, like, guess what?
Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod · Bg2 Pod
- ▶ 1:19:17 Brad Gerstner And, you know, um, we had a, we have a, a, a vibrant debate within Altimeter on this, right? 2 times in the scene
BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
- ▶ 33:19 Brad Gerstner So these are not altimeters numbers.
BG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valuations? & More | E01 · Bg2 Pod
- ▶ 15:03 Brad Gerstner I think the difficult thing as an investor for Altimeter, um, you know, we, we looked at, 2 times in the scene
- ▶ 48:07 Brad Gerstner So think about whether you're a long only fund, a capital group or T row, or whether you're altimeter or co two or tiger, et cetera.