Guest

Brad Gerstner

Organizations

Altimeter Capitalfounder, ceo

Interviews

Brad Gerstner makes the case for Invest America: $1,000 investment accounts for every American child at birth

Mentions

SaaS pocalypse: why AI disruption makes it nearly impossible to get excited about software broadly

Sam Altman's '$1.4T spending, sell your shares' answer triggers widespread skepticism

Altimeter's vintage VC funds: 61% net IRR and $6.5B realized, mostly on the back of Snowflake

Mary Meeker deep dive: how the dot-com queen built the internet investing playbook — and paid for it

Nvidia commits to 500 billion in US AI infrastructure, starts Blackwell production in Arizona

Keith Rabois on founder mode, Airbnb's pivot, AI consolidation, and why micropayments will never work