Joined March 2024
- Tweets 410
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- Followers 11,301
- Likes 1,061
90 Photos and videos
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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 to a point solution, that feels to me like you're on the front of the conveyor belt heading toward the guillotine, and to me it's just too hard.”
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Jun 12
In 30 days @SpaceX went from zero presence in AI compute to the number 4 hyperscaler globally, passing Oracle.
The trailing multiple compressed from 100x to 39x in the same window.
Brad (@altcap), @GavinSBaker and @_clarktang break down the @Cursor acquisition, the orbital compute case, and why they believe the model story is the most underrated part of the IPO.
Jun 12
Noam Brown (@polynoamial) posted something profound this week.
Frontier models can solve most problems if you just let them run long enough. Nobody has ever run Mythos for a full year. We may never know how smart any given generation actually is.
@GavinSBaker's takeaway: however bullish he was on compute before that post, he's more bullish now.
@altcap
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Jun 12
Noam Brown (@polynoamial) posted something profound this week.
Frontier models can solve most problems if you just let them run long enough. Nobody has ever run Mythos for a full year. We may never know how smart any given generation actually is.
@GavinSBaker's takeaway: however bullish he was on compute before that post, he's more bullish now.
@altcap
BG2 w/ Gavin Baker. The SpaceX IPO, Fable 5 / Mythos, AI Capex Update & Market Check. 🚀💰 @BG2Pod @altcap @GavinSBaker @_clarktang
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Altimeter Capital retweeted
Jun 12
Legend. Thank you @Gwynne_Shotwell from a grateful nation. Your unrelenting drive to put America back on top in space will never be forgotten! 🇺🇸🚀
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Altimeter Capital retweeted
Jun 12
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Altimeter Capital retweeted
Jun 11
Pod up! 🚀🇺🇸💰
BG2 w/ Gavin Baker. The SpaceX IPO, Fable 5 / Mythos, AI Capex Update & Market Check. 🚀💰 @BG2Pod @altcap @GavinSBaker @_clarktang
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Altimeter Capital retweeted
Jun 10
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
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Jun 10
"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 in public markets, not just private ones.
A timely conversation as the IPO market continues to reopen.
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 public: Impact on employees, customers, and business operations
(13:18) Timelines for datacenters in space
(19:28) Cerebras business breakdown, AI's impact on the silicon market
(24:45) How Founder/CEOs think about liquidity on the road to going public
Thanks to our partners for making this possible!
EY (@EYnews) - Great tech starts with a big idea. From startup to scale, EY helps tech founders get financials right early so they can focus on what’s next.
ey.com/en_us/tech-sector/tec…
NYSE (@NYSE) - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.
nyse.com
Plaud (@PLAUDAI) - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
plaud.ai
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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 investing requires staying power.
The journey is rarely a straight line.
"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 investors.
As private companies stay private longer, secondary markets are becoming a critical part of the innovation ecosystem.
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"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 investors.
As private companies stay private longer, secondary markets are becoming a critical part of the innovation ecosystem.
"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 in private companies, the challenge is expanding participation without creating speculative excess.
A timely conversation as private markets continue to evolve.
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"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 in private companies, the challenge is expanding participation without creating speculative excess.
A timely conversation as private markets continue to evolve.
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!
(0:47) Secondary Markets are Booming & Competing with IPOs
(3:10) Why Companies are Staying Private So Long?
(9:22) SPVs, the Forge-Schwab Deal, Democratizing Private Market Access
(13:28) Secondary Markets as Exit Liquidity
(27:00) The Private Market Bubble?
(32:03) Hottest Secondary Companies Right Now
Thanks to our partners for making this possible!
EY (@EYnews) - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value.
ey.com/en_us/insights/ai/age…
NYSE (@NYSE) - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.
nyse.com
Plaud (@PLAUDAI) - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
plaud.ai
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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 framework that stood out:
- Some companies are receiving AI CapEx - compute, memory, networking, optics, and energy providers.
- Others are spending AI CapEx - the frontier labs and hyperscalers building the next generation of intelligence.
- As billions of dollars flow across the ecosystem, understanding which side of that equation a company sits on is becoming one of the most important lenses for investors.
A few other key takeaways:
- AI is no longer a single-product story. The leading platforms are expanding across consumer, enterprise, infrastructure, hardware, robotics, and beyond.
- Demand for exposure to the AI supercycle remains strong as the IPO market reopens.
- Compute and energy remain the critical bottlenecks to scaling intelligence.
- A simple question Apoorv posed: If intelligence keeps getting cheaper and more abundant, does your business benefit or get disrupted?
Great discussion on the future of AI, capital markets, and the opportunities emerging across the ecosystem.
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Altimeter Capital retweeted
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! 🇺🇸🚀🎯
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, risk tolerance, universities, and immigration."
- @apoorv03
Interviewed by @jmurawczyk
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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
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 Academy's commencement 2026
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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 Academy's commencement 2026
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 is a superpower. Be biased to action.
As IQ gets commoditized, EQ rises. Taste, empathy, storytelling, and courage matter more now, not less.
Pick your boat wisely. Bet on the future.
And no matter what you do, make it matter.
Congratulations, class of 2026.🎊
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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 is a superpower. Be biased to action.
As IQ gets commoditized, EQ rises. Taste, empathy, storytelling, and courage matter more now, not less.
Pick your boat wisely. Bet on the future.
And no matter what you do, make it matter.
Congratulations, class of 2026.🎊
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Altimeter Capital retweeted
Jun 4
Yet again the K2 team delivers unprecedented technology and capability on orbit.
It’s official: K2 Space is operating the most powerful Hall thrusters currently flying in space. Just a few weeks after the launch of our first test mission, Gravitas, we’ve successfully fired both of our 20kW Hall thruster systems to achieve a new level of electric propulsion power never before seen on orbit for this type of system. We plan to continue raising and lowering our orbit as we gather more data on the thruster performance while continuing our mission in LEO.
This milestone is yet another validation of K2’s approach to building bigger, as more powerful thrusters will enable the MEO, GEO, and deep space missions of the future.
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