Brad Gerstner ✓
@altcap · Passing Through · joined 16 Jan 2009
Founder - Altimeter, Invest America | Trump Accounts, Center for Heart Attack Prevention. One precious life. Views here personal. @investamerica24 @bg2pod
227 877Followers
1 263Following
4 752Posts total
8.2MViews on collected posts
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กำลังค้นหาโพสต์ใหม่…
@altcap @JensenHuang @theallinpod we have to give President Trump credit for his quick wit.
5.1K views · 134 likes
· 1 reposts · 0 replies
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More from Jensen:
Coxon claims not based on science & demonstrably untrue;
America we have to run - slowing is definitely the wrong strategy;
We are already at super intelligence;
The labs are incredible - we just need to urge them on but tone down the drama;
88.2K views · 557 likes
· 35 reposts · 21 replies
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Trump calling @JensenHuang live during @theallinpod interview. “The grt thing about Jensen is that he can create the best AI chip in the world but can’t figure out how to put me on speaker phone.” They agree that AI is safe, grt for jobs, economic growth & natl security. 😂🇺🇸🚀 ht
3.7M views · 13.9K likes
· 1.3K reposts · 398 replies
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0:22
@altcap Altmans own argument now is that they may need to make decisions that aren’t in shareholders’ immediate financial interest.
SpaceX will be a good proxy to test this over coming weeks/months
14.1K views · 101 likes
· 0 reposts · 17 replies
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@altcap Says the guy who led the last round with 1/3 of his fund
2.3K views · 79 likes
· 0 reposts · 3 replies
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@altcap Brad, usually love your takes, but that is bullshit.
Did SpaceX publicly state their flagship product has a >10% chance of killing all humans in the next 3 years?
An existing Anthropic executive/manager made that statement last week, during the quiet period.
If you are
1.9K views · 60 likes
· 0 reposts · 2 replies
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Disagree. Anthropic will IPO. The market knows how to price risk - see SpaceX. There is huge appetite to invest in the AI leaders. And its beneficial / critical that we bring even more transparency, scrutiny, accountability, & participation to these grt American companies! 🇺🇸📈
424.3K views · 612 likes
· 29 reposts · 137 replies
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This was the natural progression of this narrative
The more OAI and Anthropic argue that commercial pressure can push AI companies to move too fast, the harder it is for either to go public.
Public markets just add more of that pressure: growth expectations, quarterly
224.1K views · 270 likes
· 15 reposts · 39 replies
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@altcap @j_asminewang how would she collect on this if you're wrong
740 views · 13 likes
· 0 reposts · 0 replies
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@altcap I don't think the future is predetermined & have a lot of hope for humanity's agency around coordination! We still have time to figure things out. I think things like Jacob's tweet make it more likely folks become alerted to the risks here. I want to raise concerns so th
4.2K views · 39 likes
· 0 reposts · 14 replies
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@altcap @j_asminewang What’s the wager you propose? If there’s no extinction she pays you, if you and her are dead because of extinction, she gets paid?
1.9K views · 30 likes
· 0 reposts · 2 replies
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@j_asminewang Hi Jasmine. How many of your OpenAI shares will you bet me that humans are not extinct in 2030? You can probability weight your wager. That will tell me everything I need to know. I am good for any amount you choose. I don’t mind pacing - I hate BS scare tactics
35.5K views · 196 likes
· 8 reposts · 23 replies
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@altcap I'm one of the people working on safety at OpenAI, and I don't think Jacob's comments are ignorant/wrong/arrogant at all. A solid proportion of folks across labs have signed a petition saying we need to pace, many of them directly working on safety.
https://t.co/8mDmYim2
18K views · 199 likes
· 7 reposts · 22 replies
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@altcap Jensen is the only sane one in the entire AI complex.
3.3K views · 133 likes
· 1 reposts · 4 replies
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@altcap Not to mention funded and spread like wildfire by politically motived groups.
838 views · 18 likes
· 0 reposts · 0 replies
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Jensen calls Jacob Coxon comments outlandish & “deeply untrue.” Said the labs are great, but his comments were wrong, arrogant, and ignorant of all the work being done around the industry to drive safety. 🧐🧐 https://t.co/S253cHKQy7
259.8K views · 2.7K likes
· 306 reposts · 162 replies
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It's hard to overstate how dangerous speeding towards RSI is.
That's why I + 1385 others signed the pacing the frontier petition asking the US government to pace AI development. I'm guesstimating this is ~8-10% of all frontier lab employees.
55.8K views · 616 likes
· 80 reposts · 77 replies
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Last time $SNOW hit $375 in 2021 they had $1 B in revenue. Today its $6 B with accelerating 37% revenue growth & expanding operating margins driven by AI use cases like CoCo & Cowork. Congrats. 💪💰📈
115.5K views · 719 likes
· 23 reposts · 35 replies
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BREAKING: Snowflake stock, $SNOW, surges over +22% after reporting stronger than expected earnings due to AI demand. https://t.co/7Dui8vasd4
501.2K views · 3.3K likes
· 210 reposts · 96 replies
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Almost exactly 2 years ago @bgurley & I bet as to when a consumer AI would be able to seamlessly book a hotel room. @noahrshinn & Instinct have made this a seamless reality. Receipt attached. Every person is about to have a world class assistant. Did I win the bet? 🧐💰 https:
113.9K views · 1.1K likes
· 83 reposts · 62 replies
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Every child a direct shareholder in America’s abundant AI future. That is the way. 💰🇺🇸🚀
40.9K views · 659 likes
· 45 reposts · 31 replies
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Giving Pledge 2.0. The largest philanthropic gift in US history directly to 25 M kids - no middle man - full transparency, accountability & massive ROI. Every child a shareholder in the upside of America!💰🇺🇸🚀
218.5K views · 1.2K likes
· 82 reposts · 31 replies
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Giving Pledge 2.0. Direct giving. At scale. No middle man. 100% of $$ directly to kids. Sponsor any zip code. Sponsor a school or boys & girls club. Compounds for life. More likely to graduate, buy a home, start a business. Strengthens capitalism. 🇺🇸 🚀@TrumpAccounts
131.5K views · 1.3K likes
· 98 reposts · 42 replies
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We're building @TrumpAccounts to become the default vehicle for philanthropic giving in the US.
Right now, if you are interested in giving, you have to navigate complex rules and regulations, not to mention evaluate individual charities and validate whether the money is actually
622.5K views · 3.3K likes
· 262 reposts · 385 replies
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@altcap correct
you can 10× the tokens and watch the revenue multiple go nowhere if a good-enough model in Hangzhou or a Grok is a tenth the cost. Enterprises buy work done, not Anthropic’s brand. The second the output is close enough, they route to cheap.
1.5K views · 7 likes
· 0 reposts · 1 replies
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@altcap Too aggressive for Brad? That's a first! 😉
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· 0 reposts · 1 replies
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@altcap Love the expectations management!
Let me say this: I would not take the “under” on $250 billion *unless* they stumble or fail to secure enough compute.
Maybe you can discuss with @DarioAmodei at @TomorrowXSummit before I interview you about public policy!
18.9K views · 195 likes
· 6 reposts · 11 replies
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Too aggressive re Anthropic. Base case of $250 B ‘27 exit run rate (same size as MSFT & Meta) seems wild but achievable. $450 B (size of Apple & Google) seems too aggressive given compute & regulatory constraints. Margins also likely lumpy as big compute comes online. 🧐📈
384.3K views · 1.4K likes
· 66 reposts · 61 replies
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Gavin Baker and David Sacks predict $400-500 billion ARR for Anthropic in 2027
Gavin: "I'm going to take the over on whatever the Wall Street consensus is for 2027, which I don't know. I'll take a 25 to 30% over on that."
"I think $400-500 billion is in the zone of https://t.co
535.4K views · 204 likes
· 24 reposts · 23 replies
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@altcap @BG2Pod @JasonSmithMO Getting this test tomorrow. Wasn’t simple to schedule though. No place I called would schedule without a Dx even though it was self-paid. Seems the med industry might now be requiring doctor orders? They said since mid-November, they changed the
7.6K views · 11 likes
· 1 reposts · 1 replies
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เทียบกับบัญชีขนาดเดียวกัน
29 โพสต์จาก 90 วันที่ผ่านมา เทียบกับช่วง 100K–1M ผู้ติดตาม แสดงต่อคนมากกว่าบัญชีขนาดเดียวกัน.
ยอดดูมัธยฐาน40 889บัญชีนี้5 983ค่ามัธยฐานของ 100K–1M
การเข้าถึง, %17.94%บัญชีนี้1.49%ค่ามัธยฐานของ 100K–1M
การมีส่วนร่วม, %1.10%บัญชีนี้0.93%ค่ามัธยฐานของ 100K–1M
| ตัวชี้วัด | บัญชีนี้ | ค่ามัธยฐานของ 100K–1M | อัตราส่วน |
|---|---|---|---|
| ยอดดูมัธยฐานต่อโพสต์ | 40 889 | 5 983 | 6.83× |
| การเข้าถึง (ยอดดู ÷ ผู้ติดตาม) | 17.94% | 1.49% | 12.0× |
| อัตราการมีส่วนร่วม | 1.10% | 0.93% | 1.19× |
บัญชีอื่นในช่วงนี้ → เปรียบเทียบกับบัญชีอื่น → ค่าอ้างอิงเหล่านี้คำนวณอย่างไร →
Growth & engagement
How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.
Views per post
3.3K10 Sep
18K
35.5K
1.9K
4.2K
74011 Sep
224.1K12 Sep
424.3K
1.9K
2.3K
14.1K
3.7M14 Sep
88.2K
5.1K
Last 14 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.
Engagement rate per post
4.24%10 Sep
1.26%
0.64%
1.68%
1.26%
1.76%11 Sep
0.14%12 Sep
0.18%
3.26%
3.61%
0.84%
0.43%14 Sep
0.70%
2.67%
Reactions — likes, reposts, replies and quotes — divided by views. Median for 100K–1M accounts is 0.93%.
What the audience does
Likes79.1%32 987 in total
Reposts6.5%2 700 in total
Replies4.1%1 701 in total
Quotes1.1%453 in total
Bookmarks9.3%3 869 in total
Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.
Followers by day
20 Sep
Daily snapshots since 20 Sep 2026; the dashed line is the starting count.
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