Brad GerstnerBrad Gerstner
Altimeter Capital
Founder & CEO of Altimeter CapitalFounder & CEO of Altimeter Capital
us-vc
The archetype of public-market money moving private: a top NVIDIA bull on the public side who co-led Anthropic's $65B Series H in May 2026 — the largest AI equity round to date. Co-hosts the BG2 podcast with Bill Gurley and drove the 'Invest America' newborn-account policy. His stated logic: the steepest part of the AI value curve is captured before IPO, so a stock picker has to go private or miss it.
The archetype of public-market money moving private: a top NVIDIA bull on the public side who co-led Anthropic's $65B Series H in May 2026 — the largest AI equity round to date. Co-hosts the BG2 podcast with Bill Gurley and drove the 'Invest America' newborn-account policy. His stated logic: the steepest part of the AI value curve is captured before IPO, so a stock picker has to go private or miss it.
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