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Altimeter Capital
443 posts
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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
altimeter.com
Joined March 2024
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  • Pinned
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    Altimeter Capital
    @AltimeterCap
    Jul 2
    Altimeter Founder & CEO Brad Gerstner (@altcap) joined CNBC Halftime's Scott Wapner (@TheJudgeCNBC) to share his view on markets this week: mega caps rebounding, chips catching their breath, and what he called a healthy consolidation after a strong run. Brad noted he continues to
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    Altimeter Capital
    @AltimeterCap
    Jul 2
    Replying to @AltimeterCap @altcap and @TheJudgeCNBC
    📽️youtu.be/ZwGraARLIM8 Happy Fourth 🇺🇸 !
    CNBC Halftime Report with Brad Gerstner - July 2nd, 2026
    From youtube.com
    834
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    Altimeter Capital
    @AltimeterCap
    Jul 1
    🔁 First Pass is back with @jaminball & @palak_go AI agents are everywhere. Everyone is still talking about prompts but what matters most is building loops. Episode 2 features @djfarrelly (co-founder and CTO of @inngest), breaking down what loops actually are and why they
    user avatar
    Jamin Ball
    Altimeter Capital
    @jaminball
    Jul 1
    Next up on First Pass: A discussion on Loop Engineering No one is prompting anymore. It’s all about writing loops with goal functions and going to sleep @djfarrelly from @inngest joined us to break down Loop Engineering. What it means / what are the implications
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    Altimeter Capital
    @AltimeterCap
    Jul 1
    1.4K
  • Altimeter Capital reposted
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    Brad Gerstner
    Altimeter Capital
    @altcap
    Jun 30
    Great to see the team open sourcing more content - love the quick hit 10 min mini-pod format on the most important question / topic of the week. This week - Does GLM 5.2 really push the frontier? Altimeter First Pass. 🧐🧐
    user avatar
    Jamin Ball
    Altimeter Capital
    @jaminball
    Jun 29
    Introducing: First Pass! Altimeter's new video series breaking down the latest trends in AI, hosted by myself and @palak_go AI evolves so quickly. We wanted to create a series of short (~10 minute) videos taking a First Pass on the latest trends First up: @simon_mo_ on GLM5.2
    00:00
    83K
  • user avatar
    Altimeter Capital
    @AltimeterCap
    Jun 29
    🚀 Introducing First Pass with @jaminball & @palak_go AI moves fast. Every week brings a new model, breakthrough, or debate, and it's getting harder to separate signal from noise. That's why we're launching First Pass: a new short-form video series where we sit down with the
    user avatar
    Jamin Ball
    Altimeter Capital
    @jaminball
    Jun 29
    Introducing: First Pass! Altimeter's new video series breaking down the latest trends in AI, hosted by myself and @palak_go AI evolves so quickly. We wanted to create a series of short (~10 minute) videos taking a First Pass on the latest trends First up: @simon_mo_ on GLM5.2
    00:00
    5.6K
    user avatar
    Altimeter Capital
    @AltimeterCap
    Jun 29
    Watch the new series on our YT channel:
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  • Altimeter Capital reposted
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    Jamin Ball
    Altimeter Capital
    @jaminball
    Jun 26
    Benchmarks are always an interesting game. You know an end score, but not the details on how the end score was achieved. How long did it take to generate the results, what was the cost to generate the results, etc. Similar to how everyone is talking about how "cheap" GLM5.2 is,
    user avatar
    OpenAI
    @OpenAI
    Jun 26
    Introducing a limited preview of GPT-5.6 Sol, our next generation frontier model, as well as GPT-5.6 Terra, a balanced model for efficient, everyday work, and GPT-5.6 Luna, a fast and affordable model for high-volume work. openai.com/index/previewi…
    19K
  • Altimeter Capital reposted
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    Jamin Ball
    Altimeter Capital
    @jaminball
    Jun 26
    Article cover image
    Article
    Time to Power
    From Clouded Judgement: Time to Power There’s a saying that will become more mainstream very soon. And that saying is “Time to Power.” Time to Power is starting to matter more in the infrastructure...
    43K
  • Altimeter Capital reposted
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    MTS
    @MTSlive
    Jun 25
    SITUATION EXPLAINED: What is the bottleneck for enterprise AI adoption? We asked @jaminball, partner at @AltimeterCap "If you think about a large organization, I might be mispermissioned somewhere. I might have access to some system I shouldn't, but as a human, I'm just never
    00:00
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  • Altimeter Capital reposted
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    MTS
    @MTSlive
    Jun 25
    SITUATION EXPLAINED: Is software dead or is that the wrong question? We asked @jaminball, partner at @AltimeterCap "I don't think the question is right to ask, is software dead or is software alive? The real question is, of the future value that is going to get created, are
    00:00
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  • Altimeter Capital reposted
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    Erik Kriessmann
    Altimeter Capital
    @ekriessmann
    Jun 24
    🇺🇸 should not be taken for granted “In the U.S., you have an opportunity. If you have talents and motivation, there's an infinite number of ways to define success and live a life where you have the option to thrive. The U.S. frees a person to pursue their talents and
    user avatar
    Patrick OShaughnessy
    @patrick_oshag
    Jun 23
    Vlad grew up in Soviet Moldova and describes what makes America special: "When you're born outside the United States, you're exposed to a way of life that's very difficult to understand for those fortunate enough to be born here. You take certain things for granted. You assume
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    17K
  • user avatar
    Altimeter Capital
    @AltimeterCap
    Jun 24
    “Inference is going to be one of the largest, if not the largest markets, not in AI, in the world.” Altimeter's Apoorv Agarwal (@apoorv03) joined Bloomberg Tech @EdLudlow with @baseten CEO @tuhinone Srivastava to discuss the company's $1.5B financing and why he believes scalable
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  • Altimeter Capital reposted
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    Jamin Ball
    Altimeter Capital
    @jaminball
    Jun 22
    I liked how @databricks laid out the 5 fiefdoms of the "Data Realm" 1. OLTP Databases 2. Data Engineering 3. Data Science 4. Data Warehouse 5. Real Time Analytics Technically there was a 6 "catch all" bucket called niche databases
    21K
  • Altimeter Capital reposted
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    Apoorv Agrawal
    Altimeter Capital
    @apoorv03
    Jun 22
    Congrats @tuhinone @amiruci @DannieHerz and @baseten team! Thrilled to double down on our partnership! 🚀🤝
    user avatar
    Tuhin Srivastava
    @tuhinone
    Jun 22
    Article
    Announcing our Series F
    Today, we are thrilled to announce Baseten’s $1.5B Series F, led by Altimeter Capital, Conviction Partners, and Spark Capital, co-led by Sands Capital and Wellington Management, with participation...
    25K