// COMPANY
Altimeter Capital
// OVERVIEW
Technology-focused investment firm founded by Brad Gerstner.
Discussed in
- David Friedberg on the Economic Crisis Nobody Wants to Fix
- Dylan Patel, SemiAnalysis, Nebius, Glean, Legora.. 12 Hot Takes From The Biggest Names in AI
- 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]
- 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
// RECENT MENTIONS
// SIGNALS
25 SIGNALS
01
mention·All In·JULY 24, 2026
“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→02
mention·Sourcery·JULY 22, 2026
“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→03
mention·Sourcery Newsletter·
AI-extracted from podcast / newsletter / paper summaries. May contain errors.