Altimeter Capital

Next up on @AltimeterCap First Pass: A conversation with @matei_zaharia from @databricks on Omnigent Agents are in their infancy, and so are the ways we develop and build them. Omnigent is a meta-harness aimed at solving many of the gaps in agent development today

Altimeter Founder & CEO @altcap joined the "besties" on the @theallinpod this week for a wide-ranging conversation on AI, capital markets, and the policies shaping America's future. Key highlights: Intelligence TAM could be bigger than anything we’ve ever seen Falling token costs haven’t slowed AI demand - they have expanded it The next wave of trillion-dollar IPOs - how Anthropic and OpenAI could follow SpaceX’s blueprint to the public markets Building durable wealth for the next generation - Trump Accounts are a bipartisan win 250 years in the making

Altimeter Partner Apoorv Agrawal (@apoorv03) sat down with @glean Founder & CEO Arvind Jain (@jainarvind) at @RaiseSummit to discuss what separates AI winners from everyone else. Their conversation explored some of the biggest questions shaping enterprise AI: • From AI adoption to ROI: How leading enterprises are measuring business value from their AI investments • Future of Work: Why AI agents, digital coworkers, and new workflows are reshaping knowledge work • The evolving enterprise playbook: How Forward Deployed Engineers and custom models are becoming strategic advantages • Where value accrues in AI: What needs to happen for more value to shift from infrastructure to the application layer, and how application companies can continue to differentiate as foundation models expand into enterprise capabilities They also shared their perspectives on where enterprise AI is headed next, which assumptions the market may be getting wrong today, and what will matter most over the next year.

Next up on @AltimeterCap First Pass: A conversation with @arakharazian from @tryramp on the implications of AI on labor markets AI doomers will tell you AI is killing jobs. The data tells us the opposite. Companies adopting AI the most are growing headcount the fastest

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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.

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

📽️ youtube.com/watch?v=LSPhv9…

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.

@altcap @TheJudgeCNBC 📽️youtu.be/ZwGraARLIM8 Happy Fourth 🇺🇸 !

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.