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Altimeter Capital

also referred to as: altimeter

16 statements across 6 episodes · 8 bullish · 0 bearish · 6 people on the record · first statement Apr 9, 2025 by Zach Schendel · said 40 times in 14 episodes since 2025 · across every show →

Mentions by year

brought up most by Molly O'Shea (22), Eric Crispin (9), John Maslin (3), Zach Schendel (2), Zach Dell (1), Chris Power (1), Apoorv Agrawal (1)

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2026 1 mention in 1 episode
2025 39 mentions in 13 episodes 3 per episode

every mention, scene by scene, with the transcript →

Everything said about Altimeter Capital, oldest first

Apr 9, 2025
Assertion Supported
Base Power raises $200M Series B from Addition, a16z, and Lightspeed
“The round was led by Addition, Andreessen Horowitz, Lightspeed coming in as new investors, and then existing investors, Valor, Thrive, Altimeter, Trust Ventures, Terrain, and a number of other smaller investors.”
Zach Schendel Apr 9, 2025 ▶ 0:12 Base Power's $200M Series B | Co-Led by Lee Fixel, A16Z, Lightspeed, & Valor Equity Partners · Sourcery with Molly O'Shea
May 16, 2025 positive
Disclosure
Altimeter's investment in SpaceX informed its bet on K2 Space
“Obviously our investment, you know, in SpaceX helped inform our investment in K-II.”
Eric Crispin May 16, 2025 ▶ 12:46 How Altimeter's $10B AUM Fund Is Investing In Aerospace, Defense, & Hardtech · Sourcery with Molly O'Shea
May 16, 2025
Disclosure
Altimeter made its first investment in Anduril in fall 2023
“In, in fall of 20, 23, we made our first investment.”
Eric Crispin May 16, 2025 ▶ 15:25 How Altimeter's $10B AUM Fund Is Investing In Aerospace, Defense, & Hardtech · Sourcery with Molly O'Shea
May 16, 2025
Insight
Diversification is the enemy of outlier returns for venture capitalists
“We are highly concentrated investors. We think diversification is the enemy of outlier returns.”
Eric Crispin May 16, 2025 ▶ 15:34 How Altimeter's $10B AUM Fund Is Investing In Aerospace, Defense, & Hardtech · Sourcery with Molly O'Shea
May 16, 2025
Assertion Contradicted
Altimeter Capital has made fewer than 70 private investments across seven funds
“We're investing out of our seventh venture fund right now. I, you know, don't quote me on this, but I think like less than 70 total investments on, on the private side across those seven funds.”
Eric Crispin May 16, 2025 ▶ 37:33 How Altimeter's $10B AUM Fund Is Investing In Aerospace, Defense, & Hardtech · Sourcery with Molly O'Shea
May 16, 2025 bullish
Disclosure
Anduril is Altimeter Capital's biggest bet by position size
“Biggest bet right now in terms of position size is Andrel.”
Eric Crispin May 16, 2025 ▶ 1:02 How Altimeter's $10B AUM Fund Is Investing In Aerospace, Defense, & Hardtech · Sourcery with Molly O'Shea
May 16, 2025
Disclosure
Altimeter writes $15M to $25M for Series A and $250M+ for growth
“If we're doing a Series A, it's typically like a 15 to twenty million dollar check, or maybe 25, and then, you know, at growth stages, call it 50 to, you know, two 50 or more.”
Eric Crispin May 16, 2025 ▶ 40:00 How Altimeter's $10B AUM Fund Is Investing In Aerospace, Defense, & Hardtech · Sourcery with Molly O'Shea
May 16, 2025
Disclosure
Public Nvidia and Snowflake positions informed Altimeter's private CoreWeave investments
“All of the private sort of, you know, investment in stuff that was going on in 2022 informed, you know, our public investment into NVIDIA and our public investment in NVIDIA helped inform our private investment into CoreWeave and our, you know, relationship wi…”
Eric Crispin May 16, 2025 ▶ 35:22 How Altimeter's $10B AUM Fund Is Investing In Aerospace, Defense, & Hardtech · Sourcery with Molly O'Shea
May 16, 2025 bullish
Insight
Hardtech startups gain an advantage by monopolizing talent against fewer competitors
“You kind of can attract, like, exceptional talent into your company at an early stage because there's kind of, like, nobody else doing this thing, and so if someone is passionate or wants to come work on something that's meaningful, that's difficult, that's ch…”
Eric Crispin May 16, 2025 ▶ 11:18 How Altimeter's $10B AUM Fund Is Investing In Aerospace, Defense, & Hardtech · Sourcery with Molly O'Shea
Jun 27, 2025 bullish
Assertion Supported
O'Shea: Coatue and Altimeter data show OpenAI outpacing viral social platforms
“KOTU and Altimeter did like a bunch of different surveys and data science around OpenAI's traction and daily active users against social platforms. So they're comparing it against like, okay, there's like a resource, like a learning tool for knowledge, and now…”
Molly O'Shea Jun 27, 2025 ▶ 30:43 How Jack Altman Hit 100x Growth | Uncapped, AI, VC, Founders · Sourcery with Molly O'Shea
Jul 18, 2025 bullish
Disclosure
Power: Hadrian raises $260M in equity and factory financing
“We just raised another two hundred sixty million dollars equity and factory financing. So Founders Fund and Lux led the round. So a hundred and ten million in new equity dollars as well as new investors like Altimeter.”
Chris Power Jul 18, 2025 ▶ 1:02 Inside Hadrian's $260M Series C to Advance Manufacturing in America · Sourcery with Molly O'Shea
Aug 11, 2025 positive
Disclosure
Vulcan Elements Raises $65M Series A Led by Altimeter
“So we're excited to announce that we have raised a sixty-five million dollar Series A bringing us up to a total investment to date of seventy-five million dollars. This round is led by Altimeter, so Brad Gerstner and Eric Kreisman, major participation from Raj…”
John Maslin Aug 11, 2025 ▶ 2:11 How The Rarest Company On Earth Raised $75M from Altimeter · Sourcery with Molly O'Shea
Aug 27, 2025
Prediction Open · timeframe Aug 2035
Agrawal: Humans Will Not Need to Work to Earn a Living by 2035
“I suspect in five to 10 years, we wouldn't have to work to earn a living anymore.”
Apoorv Agrawal Aug 27, 2025 ▶ 23:30 Understanding OpenAI’s $500B Valuation · Sourcery with Molly O'Shea
Aug 27, 2025 bullish
Disclosure
Altimeter Invested in OpenAI at $150B Valuation
“We entered last year at the hundred and fifty billion dollar round.”
Apoorv Agrawal Aug 27, 2025 ▶ 6:15 Understanding OpenAI’s $500B Valuation · Sourcery with Molly O'Shea
Aug 27, 2025 bullish
Disclosure
Agrawal: OpenAI is Altimeter's largest investment in firm history
“OpenAI is our largest investment in the history of Altimeter.”
Apoorv Agrawal Aug 27, 2025 ▶ 7:28 Understanding OpenAI’s $500B Valuation · Sourcery with Molly O'Shea
Aug 27, 2025
Insight
Agrawal: Just 0.3% of Startups Generate 90% of Venture Gross Profits
“The rough math of our business is there's 5000 companies that raise every year that we track. 500 of those, so 10% of those, will raise from tier one investors, 15 of the 5000 will return over 90% of the gross profits for a given vintage.”
Apoorv Agrawal Aug 27, 2025 ▶ 6:36 Understanding OpenAI’s $500B Valuation · Sourcery with Molly O'Shea
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