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Brad Gerstner
Altimeter Capital
4,616 posts
Brad Gerstner profile banner
@altcap

Brad Gerstner

Altimeter Capital
@altcap
Founder - Altimeter, Invest America | Trump Accounts, Center for Heart Attack Prevention. One precious life. Views here personal. @investamerica24 @bg2pod
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Born May 4
Joined January 2009
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  • @altcap
    Brad Gerstner
    Altimeter Capital
    @altcap
    Aug 28
    Giving Pledge 2.0. Direct giving. At scale. No middle man. 100% of $$ directly to kids. Sponsor any zip code. Sponsor a school or boys & girls club. Compounds for life. More likely to graduate, buy a home, start a business. Strengthens capitalism. 🇺🇸 🚀@TrumpAccounts
    @vladtenev
    Vlad Tenev
    Robinhood
    @vladtenev
    Aug 28
    We're building @TrumpAccounts to become the default vehicle for philanthropic giving in the US. Right now, if you are interested in giving, you have to navigate complex rules and regulations, not to mention evaluate individual charities and validate whether the money is actually
    40
  • @altcap
    Brad Gerstner
    Altimeter Capital
    @altcap
    Aug 28
    Housekeeper one click shares young kid’s accounts. I one click apple pay from debit card into her accounts. Next day money swept into fee free S&P 500 index - compounding for life. Reduce friction - unlock magic. Every child a shareholder! 🇺🇸🚀
    93
  • @altcap
    Brad Gerstner
    Altimeter Capital
    @altcap
    Aug 17
    Too aggressive re Anthropic. Base case of $250 B ‘27 exit run rate (same size as MSFT & Meta) seems wild but achievable. $450 B (size of Apple & Google) seems too aggressive given compute & regulatory constraints. Margins also likely lumpy as big compute comes online. 🧐📈
    @dnapway
    dnap
    Counterparty
    @dnapway
    Aug 15
    Gavin Baker and David Sacks predict $400-500 billion ARR for Anthropic in 2027 Gavin: "I'm going to take the over on whatever the Wall Street consensus is for 2027, which I don't know. I'll take a 25 to 30% over on that." "I think $400-500 billion is in the zone of
    00:00
    61
  • @altcap
    Brad Gerstner
    Altimeter Capital
    @altcap
    Aug 16
    People are worried about their bills & their futures. We have been here before. The answer is to double down on capitalism & make it work for everybody! By the end of October we will create 73 MILLION privately owned investment accounts for every person under 18 in America. 🇺🇸🚀
    @america
    America
    @america
    Aug 16
    POLL: Positive View of Socialism vs. Capitalism Among Democrats -SOCIALISM: 58% -CAPITALISM: 32%
    143
  • @altcap
    Brad Gerstner
    Altimeter Capital
    @altcap
    Aug 15
    Excellent, candid back & forth on complex subjects that benefit from a good faith Saturday afternoon exchange! Thx @_sholtodouglas & @GavinSBaker for kicking off & super helpful to have @DarioAmodei weigh in. 🙏
    @DarioAmodei
    Dario Amodei
    Anthropic
    @DarioAmodei
    Aug 15
    1/2 Thanks Gavin for an especially thoughtful exchange. I don't usually spend much time on social media but I wanted to engage here because it really brings out the heart of an important conversation. First, on regulation, I think that “either concentrate it in the hands of a
    52