Altimeter Capital

We research and invest in tech innovation, backing visionary founders and companies in public and private markets.

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[Altimeter Capital @AltimeterCap]

Altimeter Founder & CEO Brad Gerstner (@altcap) on the launch and success of @TrumpAccounts. A thread below 🧵

[Altimeter Capital @AltimeterCap]

The true power of capitalism extends far beyond wealth; it fosters personal dignity, individual agency, and boundless opportunity. This is the foundation that truly fortifies our entire society.

[Altimeter Capital @AltimeterCap]

Altimeter Founder & CEO Brad Gerstner (@altcap) joined Fox Mornings with @MariaBartiromo this morning to discuss how @TrumpAccounts can expand ownership, strengthen capitalism, and create greater economic opportunity for every American.

[Altimeter Capital @AltimeterCap]

Unlocking the power of direct philanthropy is an enduring legacy of Trump Accounts. Hope and opportunity for every community in America.

[Altimeter Capital @AltimeterCap]

Stock donations will unlock transformative philanthropy and get everyone into the game - all upside for the kids of America.

[Altimeter Capital @AltimeterCap]

Altimeter Founder & CEO Brad Gerstner (@altcap) on the launch and success of @TrumpAccounts. A thread below 🧵

[Altimeter Capital @AltimeterCap]

70 million eligible Americans. Individual, private accounts. Real ownership in the best companies in the world.

[Altimeter Capital @AltimeterCap]

📽️ https://t.co/CD5dBQgety

[Altimeter Capital @AltimeterCap]

Altimeter Founder & CEO Brad Gerstner (@altcap) joined @andrewrsorkin on @SquawkCNBC to discuss AI and the launch of @InvestAmerica24.

Three takeaways:

• Invest America launched with @Gwynne_Shotwell announcing a gift of 2M @SpaceX shares
• AI demand continues to evolve, with revenue growth remaining a key metric to watch.
• Continued investment in compute and frontier models will be important for U.S. AI competitiveness.

[Altimeter Capital @AltimeterCap]

@altcap @TheJudgeCNBC 📽️https://t.co/9vrKpeU6sk

Happy Fourth 🇺🇸 !

[Altimeter Capital @AltimeterCap]

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 watch AI related revenue growth as a key signal going forward.

More importantly, this Saturday, @InvestAmerica24 | @TrumpAccounts launch, seeding every child born in America with $1,000 in the S&P 500 at birth, compounding for life. @MicronTech, @GoldmanSachs, and @MorganStanley are already in.

Monday: a historic @NYSE and @Nasdaq bell ringing from the @WhiteHouse.

[Altimeter Capital @AltimeterCap]

https://t.co/L1387NKV15

[Altimeter Capital @AltimeterCap]

🔁 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 matter:

- What is an agent loop and how is it different from a workflow?
- The three layers: loop, skill, and orchestration
- Why the moat is no longer the model, it's the loop

If you're building agents and haven't thought about what runs the loop, this one's for you.

[Jamin Ball @jaminball]

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

[Brad Gerstner @altcap]

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. 🧐🧐

[Altimeter Capital @AltimeterCap]

Watch the new series on our YT channel: https://t.co/1a9ZS3vu4B

[Altimeter Capital @AltimeterCap]

🚀 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 builders and experts closest to the technology to unpack the latest trends in AI in ~10 minute videos

Episode 1 features @simon_mo_ (@vLLM co-creator, Co-founder & CEO of @inferact), breaking down GLM 5.2:

• Is it really frontier quality?
• Is it actually that much cheaper?
• What does it mean for OpenAI, Anthropic, and the future of open models?

If you're trying to keep up with AI without listening to 2-hour podcasts, this series is for you.

[Jamin Ball @jaminball]

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