Altimeter Capital (@AltimeterCap) / X

Altimeter Capital

404 posts

Altimeter Capital

@AltimeterCap

We research and invest in tech innovation, backing visionary founders and companies in public and private markets. Disclaimers: altimeter.com/terms

Menlo Park & Boston

Joined March 2024

Pinned
Altimeter Capital
@AltimeterCap
May 15
“I’ve been skeptical of software now for two years.” On @CNBC Halftime with Scott Wapner (@TheJudgeCNBC), Brad Gerstner (@altcap) explained why many software names have reverted from a decade of premium multiples back toward market multiples in the AI era. “The closer you are
00:00
196K
Altimeter Capital reposted
Jamin Ball
@jaminball
16h
Q1 earnings season is just about done, and this Q has been great for software. Looking at the YoY growth in quarterly net new ARR added, this was the best quarter (by a long shot) in last ~5 years
86K
Altimeter Capital
@AltimeterCap
18h
"The public markets may be shifting back in this direction." At @theallinpod Liquidity Summit, Altimeter Founder & CEO Brad Gerstner (@altcap) discussed why some of the most compelling companies may choose to go public earlier, potentially allowing more value creation to happen
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32:28
The All-In Podcast
@theallinpod
Jun 6
LIQUIDITY: The IPO Comeback Panel @altcap, @andrewdfeldman, and @Will4Planet join @Jason and @chamath for a panel on the 2026 IPO market from a founder's perspective. (0:00) CEOs Andrew Feldman (@cerebras) and Will Marshall (@planet) join the Besties! (2:05) Both CEOs on going
4K
Altimeter Capital
@AltimeterCap
Jun 9
At Liquidity Summit, Brad Gerstner (@altcap) shared his perspective on today's market environment and the importance of disciplined capital allocation. While the long-term opportunity remains compelling, investors should remember that markets move in cycles and successful
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01:40
Altimeter Capital
@AltimeterCap
Jun 9
"Venture capitalists spend a lot of time thinking about buying. They should also think about selling." At Liquidity Summit, Brad Gerstner (@altcap) discussed how secondaries have become an increasingly important tool for liquidity, portfolio management, and returning capital to
3.9K
Altimeter Capital
@AltimeterCap
Jun 9
"Venture capitalists spend a lot of time thinking about buying. They should also think about selling." At Liquidity Summit, Brad Gerstner (@altcap) discussed how secondaries have become an increasingly important tool for liquidity, portfolio management, and returning capital to
00:00
01:37
Altimeter Capital
@AltimeterCap
Jun 9
"We want this to be durable democratization for a long time." At @theallinpod Liquidity Summit, Altimeter Founder & CEO Brad Gerstner (@altcap) discussed the rise of secondary markets and why investors should approach private market access thoughtfully. As more value is created
8.5K
Altimeter Capital
@AltimeterCap
Jun 9
"We want this to be durable democratization for a long time." At @theallinpod Liquidity Summit, Altimeter Founder & CEO Brad Gerstner (@altcap) discussed the rise of secondary markets and why investors should approach private market access thoughtfully. As more value is created
00:00
39:37
The All-In Podcast
@theallinpod
Jun 7
LIQUIDITY: Inside the Private Stock Market Boom Brad Gerstner (@altcap), Gavin Baker (@GavinSBaker), and Kelly Rodriques (@Forge_Global) join @Jason and @chamath to discuss the secondary market gold rush. (0:00) Brad Gerstner, Gavin Baker, and Kelly Rodriques join the Besties!
13K
Altimeter Capital
@AltimeterCap
Jun 8
Replying to @AltimeterCap
🎥:
1.3K
Altimeter Capital
@AltimeterCap
Jun 8
Altimeter Partner Apoorv Agrawal (@apoorv03) joined Bloomberg @technology with @EdLudlow and @CarolineHydeTV to discuss one of the defining investment themes of our time: AI has evolved from a technology cycle into one of the largest capital formation cycles in history. One
9.6K
Altimeter Capital reposted
Brad Gerstner
@altcap
Jun 6
America is not automatic. Our tech & economic advantage only exists because of America’s unique DNA that from our founding combined talent, capital, risk tolerance, universities & smart immigration. In the Age of AI this unique American combo is more valuable than ever! 🇺🇸🚀🎯
The Stanford Review
@StanfordReview
Jun 6
Inverting the Stack: Apoorv Agrawal on the Economics of AI "America is not automatic. The life that you and I see here: Stanford, Silicon Valley, Palantir, the AI supercycle – these are not normal ecosystems. They exist because America has historically combined talent, capital,
99K
Altimeter Capital
@AltimeterCap
Jun 5
They spend their 20s waiting for permission, and then one day they wake up at 47 sitting in a conference room eating a turkey sandwich thinking "how did this happen?" Don't meander your way through life. @altcap at USC Iovine & Young Academy's commencement 2026
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Altimeter Capital
@AltimeterCap
Jun 5
117 billion people have inhabited this planet. 98% of them never saw a single invention in their lifetime. You are starting your career at the dawn of the AI revolution. There has never been a better time in human history to start building. @altcap at USC Iovine & Young
151K
Altimeter Capital
@AltimeterCap
Jun 5
117 billion people have inhabited this planet. 98% of them never saw a single invention in their lifetime. You are starting your career at the dawn of the AI revolution. There has never been a better time in human history to start building. @altcap at USC Iovine & Young
00:00
Altimeter Capital
@AltimeterCap
Jun 5
Advice from Brad Gerstner (@altcap) to the class of 2026 at USC Iovine and Young Academy: You are starting your career at the dawn of the AI revolution. There has never been a better time in human history to build. Become the most aggressive user of AI in your field. Momentum
109K
Altimeter Capital
@AltimeterCap
Jun 5
Replying to @AltimeterCap
📽️:
2K
Altimeter Capital
@AltimeterCap
Jun 5
Advice from Brad Gerstner (@altcap) to the class of 2026 at USC Iovine and Young Academy: You are starting your career at the dawn of the AI revolution. There has never been a better time in human history to build. Become the most aggressive user of AI in your field. Momentum
18K