Jack Gerstner

It’s not a bubble, it’s an indicator

Investing aside, this shows that the smartest minds of our generation have a conviction that AI is the future; you cannot deny a consensus this strong.

AI can make you obsolete or indispensable and that is up to you.

Hugely grateful to the team at @AltimeterCap for the chance to intern this summer.

As Einstein put it, "The more I learn, the more I realize how much I don't know." For me, that's only fueled my fascination for this industry.

Learning the toggles and fundamentals behind valuation models, then building one for SpaceX leveraging AI was a highlight. Huge thanks to Emilio Torres for diving into LLMs and MCP with me, and for building our team dashboards with me.

It was great working alongside the team and getting an all around view of both the hedge fund and venture capital sides of the business. We’re living through an AI inflection point, so it’s never been more important to have a strong understanding, and I'm grateful to the team for helping me build mine.

Additionally, thank you to John Paci and everyone I was with on IPO day.