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Altimeter (with Brad Gerstner): The Complete History and Strategy

acquired.fm · 18,271 words · saved by 1 readers

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. Carve Outs: Sponsors: We finally did it. After five years and over 100 episodes, we decided to formalize the answer to Acquired’s most frequently asked question: “what are the best acquisitions of all time?” Here it is: The Acquired Top Ten. You can listen to the full episode (above

Altimeter (with Brad Gerstner) | Acquired so Cloudflare URLs win cascade before parses and triggers font fetches --> back transcript • Season 10 | episode 4 Altimeter (with Brad Gerstner) Ben: Welcome to Season 10, Episode 4 of Acquired, the podcast about great technology companies and the stories and playbooks behind them. I'm Ben Gilbert and I'm the co-founder and managing director of Seattle-based Pioneer Square Labs and our venture fund, PSL Ventures. David: I'm David Rosenthal and I'm an angel investor based in San Francisco. Ben: And we are your hosts. We've done Sequoia. We've done Andr

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