Altimeter Capital (@AltimeterCap) / X

Altimeter Capital

423 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

altimeter.com

March 2024-এ যোগদান করেছেন

অনুসরণ করছেন

11.5K

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পিন করা হয়েছে
Altimeter Capital
@AltimeterCap
৫ জুন
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
৫ জুন
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
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Altimeter Capital রিপোস্ট করা হয়েছে
Jamin Ball
@jaminball
19h
In the @databricks keynote today, @alighodsi talked about why the old "SaaS stack" of database + workflows + UI won't transition to the "Agent Stack." One of the core arguments was agentic workloads span multiple systems of record, so we need something new. I wrote about
Jamin Ball
@jaminball
১৬ জানু
নিবন্ধ
Platform of Platforms
From Clouded Judgement: As always, these posts are more of a brain dump of “what I’m thinking” about…And lately I have been thinking a lot about “legacy SaaS",” systems of record, etc. I wanted to...
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Altimeter Capital রিপোস্ট করা হয়েছে
Jamin Ball
@jaminball
১৬ জুন
There's a new entrant in Databricks' benchmarks! Historically they would always have a red bar (for their own performance) and a light blue bar (for Snowflake). But now a yellow bar has emerged. So who's this "yellow company"? It's @ClickHouseDB Real time analytics just
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Altimeter Capital রিপোস্ট করা হয়েছে
Jamin Ball
@jaminball
১৬ জুন
Awesome keynote by @alighodsi at the @databricks summit. Some takeaways below. TLDR - Databricks is now a data processing platform, a data platform, an agents platform and an apps platform Architecture updates Iceberg / table formats - v3 is now GA: the unified data layer.
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Altimeter Capital
@AltimeterCap
১৬ জুন
The Virginia and Columbia class submarine programs are 50 million workforce hours short annually. And that's just one program. Chris Power (@2112Power) believes technology and retraining workers is the only path to get these programs back on track. @HadrianInc CEO Chris Power
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Altimeter Capital
@AltimeterCap
১৬ জুন
Close to 100% of @HadrianInc's factory workforce had never set foot in a factory before. Trained in 30 days. Coming from hospitality, retail, nursing. Altimeter Partner Erik Kriessmann (@ekriessmann) and Hadrian CEO Chris Power (@2112Power) on why physical AI is creating high
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Altimeter Capital
@AltimeterCap
১৬ জুন
Close to 100% of @HadrianInc's factory workforce had never set foot in a factory before. Trained in 30 days. Coming from hospitality, retail, nursing. Altimeter Partner Erik Kriessmann (@ekriessmann) and Hadrian CEO Chris Power (@2112Power) on why physical AI is creating high
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00:33
Altimeter Capital
@AltimeterCap
১৬ জুন
" China has been treating manufacturing for a long, long time as a national security issue, and we've been treating manufacturing in the United States as a purely economic issue, and it, it never has been, and there's some big macro reversal of that." - Chris Power (@2112Power)
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Altimeter Capital
@AltimeterCap
১৬ জুন
" China has been treating manufacturing for a long, long time as a national security issue, and we've been treating manufacturing in the United States as a purely economic issue, and it, it never has been, and there's some big macro reversal of that." - Chris Power (@2112Power)
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16K
Altimeter Capital
@AltimeterCap
১৬ জুন
📽️
959
Altimeter Capital রিপোস্ট করা হয়েছে
Ayan Agarwal
@ayanagarwal0
১৫ জুন
Back at @ycombinator for alumni demo day yesterday - a couple things that stood out: 1. Talent shifting from software to hardware. Saw repeat / exited SaaS founders in the batch now building in atoms. Moving where the immediate opportunities & bottlenecks are. 2. “Build
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Altimeter Capital
@AltimeterCap
১৫ জুন
Scott Wapner (@TheJudgeCNBC) asked Brad Gerstner (@altcap) about @elonmusk's wealth crossing $1 trillion on @SpaceX IPO day. Brad connected the moment to why @InvestAmerica24 exists. "60 to 70% of people today don't compound in the upside of our capital markets. I think you'll
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00:57
Altimeter Capital
@AltimeterCap
১৫ জুন
Scott Wapner (@TheJudgeCNBC) asked Brad Gerstner (@altcap) to respond to the bear case on @SpaceX after CFRA issued a sell rating on the stock's first day of trading. "In technology, a lot more money has been lost sitting on the sidelines, wringing your hands about all the
9K
Altimeter Capital
@AltimeterCap
১৫ জুন
Scott Wapner (@TheJudgeCNBC) asked Brad Gerstner (@altcap) to respond to the bear case on @SpaceX after CFRA issued a sell rating on the stock's first day of trading. "In technology, a lot more money has been lost sitting on the sidelines, wringing your hands about all the
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00:47
Altimeter Capital
@AltimeterCap
১৫ জুন
CNBC Halftime Scott Wapner (@TheJudgeCNBC) asked Brad Gerstner (@altcap) why the @SpaceX valuation ultimately comes down to compute. Brad pointed to a recent post from Noam Brown (@polynoamial) arguing that current models can solve almost any problem if given enough run time.
83K
Altimeter Capital
@AltimeterCap
১৫ জুন
CNBC Halftime Scott Wapner (@TheJudgeCNBC) asked Brad Gerstner (@altcap) why the @SpaceX valuation ultimately comes down to compute. Brad pointed to a recent post from Noam Brown (@polynoamial) arguing that current models can solve almost any problem if given enough run time.
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Altimeter Capital
@AltimeterCap
১৫ জুন
@CNBC Halftime Report with Altimeter founder & CEO Brad Gerstner (@altcap) and Scott Wapner (@TheJudgeCNBC) | June 12, 2026 On the day of the @SpaceX IPO, key takeaways: - SpaceX appears on track to become one of the largest AI hyperscalers in the United States - The world is
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Altimeter Capital
@AltimeterCap
১৫ জুন
@AltimeterCap-কে উত্তর দেওয়া হচ্ছে
📽️
555
Altimeter Capital
@AltimeterCap
১২ জুন
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
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02:41
Altimeter Capital
@AltimeterCap
১২ জুন
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:
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