Altimeter Capital (@AltimeterCap) / X

Altimeter Capital

439 posts

Altimeter Capital

@AltimeterCap

We research and invest in tech innovation, backing visionary founders and companies in public and private markets. Disclaimers: altimeter.com/terms

Menlo Park & Boston

Joined March 2024

Pinned
Altimeter Capital
@AltimeterCap
Jun 29
🚀 Introducing First Pass with @jaminball & @palak_go AI moves fast. Every week brings a new model, breakthrough, or debate, and it's getting harder to separate signal from noise. That's why we're launching First Pass: a new short-form video series where we sit down with the
Jamin Ball
@jaminball
Jun 29
Introducing: First Pass! Altimeter's new video series breaking down the latest trends in AI, hosted by myself and @palak_go AI evolves so quickly. We wanted to create a series of short (~10 minute) videos taking a First Pass on the latest trends First up: @simon_mo_ on GLM5.2
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Altimeter Capital reposted
Brad Gerstner
@altcap
17h
Great to see the team open sourcing more content - love the quick hit 10 min mini-pod format on the most important question / topic of the week. This week - Does GLM 5.2 really push the frontier? Altimeter First Pass. 🧐🧐
Jamin Ball
@jaminball
Jun 29
Introducing: First Pass! Altimeter's new video series breaking down the latest trends in AI, hosted by myself and @palak_go AI evolves so quickly. We wanted to create a series of short (~10 minute) videos taking a First Pass on the latest trends First up: @simon_mo_ on GLM5.2
00:00
73K
Altimeter Capital
@AltimeterCap
Jun 29
Replying to @AltimeterCap
Watch the new series on our YT channel:
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Altimeter Capital reposted
Jamin Ball
@jaminball
Jun 26
Benchmarks are always an interesting game. You know an end score, but not the details on how the end score was achieved. How long did it take to generate the results, what was the cost to generate the results, etc. Similar to how everyone is talking about how "cheap" GLM5.2 is,
OpenAI
@OpenAI
Jun 26
Introducing a limited preview of GPT-5.6 Sol, our next generation frontier model, as well as GPT-5.6 Terra, a balanced model for efficient, everyday work, and GPT-5.6 Luna, a fast and affordable model for high-volume work. openai.com/index/previewi…
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Altimeter Capital reposted
Jamin Ball
@jaminball
Jun 26
Article
Time to Power
From Clouded Judgement: Time to Power There’s a saying that will become more mainstream very soon. And that saying is “Time to Power.” Time to Power is starting to matter more in the infrastructure...
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Altimeter Capital reposted
MTS
@MTSlive
Jun 25
SITUATION EXPLAINED: What is the bottleneck for enterprise AI adoption? We asked @jaminball, partner at @AltimeterCap "If you think about a large organization, I might be mispermissioned somewhere. I might have access to some system I shouldn't, but as a human, I'm just never
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Altimeter Capital reposted
MTS
@MTSlive
Jun 25
SITUATION EXPLAINED: Is software dead or is that the wrong question? We asked @jaminball, partner at @AltimeterCap "I don't think the question is right to ask, is software dead or is software alive? The real question is, of the future value that is going to get created, are
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Altimeter Capital reposted
Erik Kriessmann
@ekriessmann
Jun 24
🇺🇸 should not be taken for granted “In the U.S., you have an opportunity. If you have talents and motivation, there's an infinite number of ways to define success and live a life where you have the option to thrive. The U.S. frees a person to pursue their talents and
Patrick OShaughnessy
@patrick_oshag
Jun 23
Vlad grew up in Soviet Moldova and describes what makes America special: "When you're born outside the United States, you're exposed to a way of life that's very difficult to understand for those fortunate enough to be born here. You take certain things for granted. You assume
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Altimeter Capital
@AltimeterCap
Jun 24
“Inference is going to be one of the largest, if not the largest markets, not in AI, in the world.” Altimeter's Apoorv Agarwal (@apoorv03) joined Bloomberg Tech @EdLudlow with @baseten CEO @tuhinone Srivastava to discuss the company's $1.5B financing and why he believes scalable
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Altimeter Capital reposted
Jamin Ball
@jaminball
Jun 22
I liked how @databricks laid out the 5 fiefdoms of the "Data Realm" 1. OLTP Databases 2. Data Engineering 3. Data Science 4. Data Warehouse 5. Real Time Analytics Technically there was a 6 "catch all" bucket called niche databases
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Altimeter Capital reposted
Apoorv Agrawal
@apoorv03
Jun 22
Congrats @tuhinone @amiruci @DannieHerz and @baseten team! Thrilled to double down on our partnership! 🚀🤝
Tuhin Srivastava
@tuhinone
Jun 22
Article
Announcing our Series F
Today, we are thrilled to announce Baseten’s $1.5B Series F, led by Altimeter Capital, Conviction Partners, and Spark Capital, co-led by Sands Capital and Wellington Management, with participation...
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Altimeter Capital
@AltimeterCap
Jun 22
Congrats to @tuhinone Srivastava and the entire @baseten team on their $1.5B Series F led by Altimeter partner Apoorv Agrawal (@apoorv03). Approximately 20x revenue growth and 1B+ inference calls a day. The inference market is compounding fast, and Baseten is where some of the
Altimeter Capital
@AltimeterCap
Jun 22
Article
Why we are doubling down on Baseten
By: Apoorv Agrawal (@apoorv03) We backed @Baseten in Q4 2025, and I wrote up the thesis then. Six months on, it has only gotten more obvious to us, and faster. By the end of Q1, Baseten had already...
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Altimeter Capital
@AltimeterCap
Jun 22
Article
Why we are doubling down on Baseten
By: Apoorv Agrawal (@apoorv03) We backed @Baseten in Q4 2025, and I wrote up the thesis then. Six months on, it has only gotten more obvious to us, and faster. By the end of Q1, Baseten had already...
61K