Brad Gerstner

Join Bill Gurley, a partner at Benchmark, known for his deep expertise in tech investments, and Brad Gerstner, CEO of Altimeter Capital, as they dissect the current state of Series A funding and the challenges unicorns face in navigating the IPO landscape. They delve into the implications of venture capital dry powder and cyclical market dynamics, shedding light on the recent trends in startup valuations. The discussion also addresses the urgent climate crisis reflected in the Maui wildfires, blending insightful analysis with urgent global issues.

Brad Gerstner, CEO of Altimeter Capital and a tech investing guru, joins the conversation. They delve into Kanye West's controversial acquisition of Parler, questioning the ethics of mental health influence in media. The discussion shifts to Snap's alarming 30% stock drop despite user growth, highlighting governance issues. They analyze the landscape of venture capital, exploring recent funding rounds and the challenges in stock selection. Insights on California's Proposition 30 illustrate the intersection of taxation, environmental policy, and economic sustainability.

Brad Gerstner, the Founder and CEO of Altimeter Capital, shares insights on how his firm shifted the landscape of investing by successfully combining hedge fund and venture capital strategies. He discusses the evolution of Altimeter from a modest $3M fund to managing nearly $15B and its investments in tech giants like Snowflake and Facebook. Gerstner reflects on the changing dynamics of entrepreneurship, the importance of mentorship, and the role of AI in modern investing. His perspective on the future of venture capital and democratizing investment opportunities is both enlightening and thought-provoking.

Brad Gerstner, founder of Altimeter Capital, shares lessons from his career spanning various industries including technology investments, politics, and RV manufacturing. He discusses his bold dream to fight poverty and strengthen the nation through investing. The podcast highlights the concept of universal ownership through Invest America, emphasizing financial literacy, bipartisan support, and public-private partnerships. They also talk about recognizing platform shifts and investing early, using examples from Google, Amazon, and Snowflake. The speakers reflect on the importance of relationships, purpose, and gratitude in measuring their lives.

Join Bill Gurley, a seasoned partner at Benchmark, and Brad Gerstner, the innovative CEO of Altimeter Capital, as they dive into the current tech market turmoil. They compare today's startup shutdowns to the dot-com crash and discuss shifting investor strategies in a volatile landscape. The duo debates the booming AI sector and its future, while speculating on which tech giants might prosper or falter in 2024. Their insights bring clarity to a rapidly evolving industry filled with both challenges and opportunities.

Bill Gurley, a seasoned venture capitalist from Benchmark, and Brad Gerstner, an experienced investor, dive into the tumultuous market downturn of 2022. They discuss how VCs are adapting to new realities in capital commitments and the strategic shifts needed in investment practices. Gurley shares his thoughts on popular media portrayals of entrepreneurs, while Gerstner offers predictions for the market's future. They emphasize the importance of reevaluating investment strategies amidst inflation and changing consumer behaviors.

Brad Gerstner, Founder and CEO of Altimeter Capital, shares insights from a career that includes over 100 IPOs. He discusses the critical role of power laws in investing and how they shape decision-making. Gerstner emphasizes that true investment success relies on identifying 'super-cycles' rather than short trends. He also reveals the key question he poses to new recruits to gauge their hustle and how market timing impacts investments. With a rich background in finance, his practical wisdom offers a fresh perspective on navigating complex market landscapes.

Brad Gerstner, Founder and CIO of Altimeter Capital, shares insights from his tech-focused investment firm. He discusses the shift towards private investing, emphasizing its role in value creation. The podcast explores changes in online consumer behavior, and how essentialism influences both investments and personal life. Gerstner also reflects on the rise of Chinese internet giants and the challenges of navigating competitive markets in tech. Expect a captivating conversation about the future landscape of technology and investment.

Brad Gerstner, CEO of Altimeter Capital, shares his insights on the turbulent landscape of late-stage venture capital. He discusses the recent markdowns of companies like Instacart and dissects the factors driving market adjustments. The conversation dives into the psychology of investors and founders, emphasizing the need for a market reset. Additionally, Gerstner weighs in on the complexities of the Ukraine-Russia conflict, exploring potential pathways to peace amidst growing geopolitical tensions. Let's just say, it's a high-stakes balancing act!

Brad Gerstner, Founder and CEO of Altimeter Capital, shares his sharp insights on the current state of private and public markets in 2023. He discusses the surprising backlash against Reddit's API monetization, stirring up community dynamics and highlighting the importance of third-party developers. Gerstner also delves into investment trends, emphasizing the necessity for innovative revenue-sharing strategies and the impact of AI on market opportunities. His perspectives offer a fresh look at navigating challenges in the evolving tech landscape.