cover of episode Altimeter (with Brad Gerstner)

Altimeter (with Brad Gerstner)

2022/3/15
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Brad Gerstner 回顾了他从政转商的经历，以及他父亲创业失败的教训如何塑造了他的创业和投资理念。他强调了风险承担和承诺的重要性，以及在艰难时期坚持自身信念的重要性。他还分享了他如何创办 Altimeter Capital，以及如何将对冲基金和风险投资结合起来，成为生命周期投资的先驱。他详细阐述了 Altimeter Capital 的投资策略，包括对 Snowflake 等公司的投资，以及他对云计算和软件行业的看法。他还讨论了 Altimeter Capital 如何帮助公司上市，以及他对资本市场和 IPO 的看法。最后，他还介绍了他提出的"投资美国"倡议，旨在通过为每个美国儿童设立投资账户来促进财富平等和金融素养。 Ben Gilbert 和 David Rosenthal 作为主持人，引导 Brad Gerstner 分享了他的职业生涯和投资理念，并对他的观点进行提问和评论。他们还对 Altimeter Capital 的投资策略和市场地位进行了分析。

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Brad Gerstner, founder of Altimeter Capital, shares his unique upbringing in a small Indiana town. His father's entrepreneurial journey, marked by both triumphs and setbacks, instilled in him a deep understanding of risk and resilience. This experience, coupled with his grandfather's advice against entrepreneurship, shaped his early career path.
  • Brad's father's entrepreneurial venture faced significant challenges due to economic conditions and ultimately failed.
  • Brad's grandfather advised his grandchildren against pursuing entrepreneurship.
  • Brad's family's experiences with risk and financial struggle shaped his perspective on entrepreneurship and investment.

Shownotes Transcript

We hear a lot these days about hedge funds becoming venture firms, and venture firms becoming hedge funds. But a decade before either of those approaches became mainstream, a tiny $3m fund in Boston named Altimeter Capital set out simply to invest in a concentrated portfolio of America’s very best technology companies, regardless if they were public or private. Today that tiny firm has grown to nearly $15B under management and become a premier “capital partner” to founders at all but the very earliest stages — companies like Snowflake, Facebook, Roblox, Plaid, Grab and Acquired fan-favorite Modern Treasury. We sit down with founder & CEO Brad Gerstner to dive into the story behind Altimeter’s meteoric rise.

**Sponsors:**Statsig: https://bit.ly/acquiredstatsig24)Vanta: https://bit.ly/acquiredvanta)Crusoe: https://bit.ly/acquiredcrusoe)

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‍Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.