Altimeter Capital
@AltimeterCap
Altimeter founder Brad Gerstner (@altcap) joined the Besties on @theallinpod to run the numbers behind the AI supercycle.
- SpaceX: why the market may be underestimating the path from $18B in revenue to Elon's $1T target
- Compute: 6 incremental GW = ~$300B of potential capex
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- SpaceX: why the market may be underestimating the path from $18B in revenue to Elon's $1T target
- Compute: 6 incremental GW = ~$300B of potential capex
-
The All-In Podcast@theallinpod · Aug 8POD UP!🚨 Fifth Bestie @altcap Joins the Show!
Brad fills in for @chamath and the Besties discuss:
-- Google's AI Shakeup: Brain Drain or Strategy? $GOOG
-- SpaceX's Massive Quarter: Terafab, Capex, EWS, $1T Projection $SPCX
-- Airtable Sells for a 90% Discount, Signs of
Brad fills in for @chamath and the Besties discuss:
-- Google's AI Shakeup: Brain Drain or Strategy? $GOOG
-- SpaceX's Massive Quarter: Terafab, Capex, EWS, $1T Projection $SPCX
-- Airtable Sells for a 90% Discount, Signs of
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