Altimeter Capital @AltimeterCap · 12 Aug 2026
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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