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Led Anthropic's $65 billion funding round, stating Claude's advancements have driven large-scale adoption among demanding organizations.
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Oct 2025 — Oct 2026
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Nvidia's Just Trying to Keep Up
CNBCnewspositiveOct 16, 2025
Nvidia is positioned for continued multi-year growth compounding as AI becomes a national security and economic priority, with most Wall Street analysts rating the stock a buy with 20%+ upside remaining.
“Founder of Altimeter Capital predicts Nvidia will continue to compound growth over the next 3-4 years as AI becomes a national security priority.”
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SemiAnalysis expects 50GW of new data center capacity in 2027, with chips and memory as the bottleneck, not power
SemiAnalysispositiveOct 21, 2026
“Altimeter founder who questioned SemiAnalysis' 43GW 2027 forecast on the All-In Podcast, estimating only 25GW would be built.”
Instinct Raises $250 Million Series B at $2.5 Billion Valuation
SubstackmixedAug 30, 2026
“Founder of Altimeter Capital who commented positively on Instinct's mission to use AI to free people from monotonous tasks.”
Sam Altman Says 'Enough' to Questions About OpenAI's Revenue
TechCrunchnewsmixedNov 3, 2025
OpenAI CEO Sam Altman claims the company is generating significantly more than $13 billion in annual revenue and expresses confidence in its ability to sustain massive trillion-dollar infrastructure spending commitments through steep revenue growth.
“Hosted the BG² podcast interview with Sam Altman and Satya Nadella about OpenAI's revenue and partnership with Microsoft.”
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