Altimeter Capital
Technology-focused investment firm founded by Brad Gerstner.
- Dan Loeb - Lessons from 30 Years of Investing - [Invest Like the Best, EP.475]
- Gavin Baker - Watts and Wafers - [Invest Like the Best, EP.473]
- Elon Musk Loses Case Against OpenAI
- The AI Trade Keeps on Giving as Cerebras, Nvidia & Market Indexes Soar
- Crossovers bet big before the bell
- OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
“Brad was on the show two weeks ago... Brad was like, let me tell you why this is going to... He's holding on.”
Source→“One positive good thing that happened on America's 250th birthday was Brad Gerstner's Trump accounts... could you talk about those and what that's offering children?”
Source→AI-extracted from podcast / newsletter / paper summaries. May contain errors.