Altimeter

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• bullish prediction Unattributed

  Yeah. You know, the last time enterprises got this excited about a tool was called RPA. And we know how that ended.

• bullish endorsement Unattributed

  Yeah. Well, you know, something we say around at Altimeter quite a bit is your AI strategy starts as your data strategy.

• bullish assessment Brad Gerstner

  around alignment of interest, around transparency, around disclosure. We're not going to market questionable companies to retail investors. We're going to take the world's best companies, and we're going to partner them with the world's best institutional investors.

• neutral fact_claim Brad Gerstner

  We do not we're not a SPAC hammer, only trying to pound a SPAC nail we are

• bullish fact_claim Brad Gerstner

  And for a select few every year, we're going to help them go full stack on the Altimeter platform, but we'll participate in 40 other IPOs, where we'll be an expert advisor on their traditional bank IPO, like we did with Snowflake, where we helped anchor that, or like Roblox, where we helped cornerstone the direct list

• neutral fact_claim Brad Gerstner

  What we're very focused on is what we've done for, I've done for 20 years, which is focused on the world's best internet and software companies, gaming and fintech, right?

• bullish endorsement Brad Gerstner

  I'm never going to bring a company public that I'm not willing to lock up my sponsor promote in because, frankly, I want to bring the best of the best.

• bullish endorsement Brad Gerstner

  We delivered a better cap table at a fairer price with a hell of a lot less distraction than they would have gotten in a typical experience. So we're, I think, a great partner, too.

• bullish fact_claim Brad Gerstner

  And Altimeter has 15 years of trust and relationships with these portfolio managers because we sit on the same side.

• bullish fact_claim Brad Gerstner

  this isn't about flipping a SPAC. This is about building a product like I've built in four or three other companies like Rich has built it. You know, we took a Zillow approach. What is the I buy of the IPO? How can you deconstruct that?

• bullish assessment Brad Gerstner

  What was significant about this week, wasn't the fact that we did a big SPAC, right? What was significant about this week is that a company that clearly could have gone public with any of the major investment banks in the world, chose an alternative capital markets platform to step into the public markets.

• neutral fact_claim Brad Gerstner

  When we thought about building a capital markets platform at Altimeter, this wasn't like a one-off SPAC. This was like, can we use, um, can we use the SPAC as effectively an open source API into the public markets? Nice. And we build a service layer on top of that called a capital markets business, where we provide a full turnkey solution from the book build all the way through the IR, uh, up to the data. Investor relations. Correct.

• neutral fact_claim Meghan Reynolds

  We face that sometimes at Altimeter because we're more of a strategy. And people, sometimes they like early and they do late. So we are, we have a bucket issue for some of LPs.

• bullish fact_claim Meghan Reynolds

  We had an exit announced this morning for Altimeter. It's a really big exit, super exciting, and I was racing against the Wall Street Journal because I just know it means so much if they've already heard from me before they see that press hit.

• bearish criticism Jamin Ball

  we did our fair share of overvaluing and over capitalizing businesses in 21.

• neutral fact_claim Jamin Ball

  we raised a larger fund in 21 and then raised a smaller fund.

• neutral fact_claim Jason Calacanis

  By July 2021, FTX raises $1 billion at $18 billion. Investors include Altimeter, Toma Bravo, Tom Brady, Tomasek, Sequoia, Multicoin SoftBank, Tiger, and Coinbase VC.

• bullish prediction Brad Gerstner

  So data is the oxygen, or the fuel that runs AI, then we're only 10% or 15% of the way into capturing all of this data, removing friction from this data.

• neutral fact_claim Brad Gerstner

  And it wasn't just Snowflake. It was also MongoDB and, you know, companies that were enabling the move to the cloud like Twilio and Okta. And so we've invested, as you know, and are still investing in what we call the modern data stack.

• neutral fact_claim Brad Gerstner

  So we're very thematic driven. We talk about super cycles. So I study the super cycle and say, if we get the super cycle right, then it's easier to find the companies, right? Because if you know, like organizing all the world's information in search is going to be a valuable toll booth, right? Then I want to go find the people who are doing that the best. Or, you know, when you saw this mobile device, or when you saw these devices for the first time, and we knew that those icons were all going t

• bullish fact_claim Unattributed

  Brad, Brad, Brad Gershner is the founder of Altimeter, one of the leading venture capital firms around the world.

• mixed assessment Brad Gerstner

  And so early in the year, we were worried about tariffs. Altimeter was positioned small, right? By May, we thought they would land the plane with the best in consensus, you know, on trade, we'd get the big, beautiful bill passed. And we went to kind of extra large positioning and we've been there most of the year. And so now we're back to kind of Chemaat just nailed it. You know, we're back to kind of medium, medium, small positioning in the market. So when you look at the multiples of the marke

1. 2028-02-09 So data is the oxygen, or the fuel that runs AI, then we're only 10% or 15% of the way into capturing all of this data, removing friction from this data. · Prediction · pending