Brad Gerstner Private 𝕏 @PrivateAltcap
Exclusive discussions on stock/cryptocurrency markets, featuring in-depth price action analysis. Limited to Elite Members only. Main Page: @altcap Passing Through Joined September 2008-
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Despite the chirping over Twitter rename, @elonmusk looking like brand genius. X has no baggage. Massively extensible. “Tucker on X”. X.AI. Space X. Teasing X phone / laptop. Has any single person in history garnered more free impressions for his brands?!
Prop 47 changed incentives for stealing. Made it “less” of a crime. Live videos on social media emboldened the copy cats. Turns out Munger was right - incentives matter. Most voters reminded that public safety is Job 1.
Given the importance of shrink for investing in retailers in a time when theft by organized crime rings is increasingly normalized with no real consequences, how soon until we start seeing expert network calls with the organized crime rings? “Going to start targeting retailer X”
Invest America. While looking for a producer, my Partner @paulinebhyang banged this out Sat morning using a few AI tools. Script by claude.ai. Audio by @elevenlabs. Video editing by @descript. AI will democratize & unleash creativity. Basically free. 🇺🇸
Grinding out unique insights on a Saturday night. Passion. That is how we win. Happy to be on the same team Freda. #altimeterculture
Demystifying the Modern Acquirers $Stripe $ADYEN $PYPL Braintree in charts: Volume & Growth: Braintree growing the fastest, while $Stripe & $ADYEN are settling in the 20% range Together they process $2T globally in payments (a 50%+ CAGR since 2020). They've claimed ~30% of US
“I wish politicians would look out for “miners” - and not just “minors” on an island somewhere.” $38 B in foreign aid in 2023 would pay for 10 yrs of Invest America giving every child born (nearly 38 M) an investment account in America’s upside. #choices @AintGottaDollar 🇺🇸💪
1/ Grt @theallinpod. Think Jcal off mark - @AintGottaDollar is not talking about Big Tech - clearly an attack on Washington DC / politicians - the “rich men north of Richmond” - who are letting ordinary folks down. A common feeling the system is rigged against them. @chamath
2/ “I wish politicians would look out for “miners” - and not just “minors” on an island somewhere. $38 B in foreign aid just in 2023 would pay for 10 yrs of Invest America giving every child born (nearly 38 M citizens) an investment account in America’s upside. #choices 🇺🇸💪
Invest America - an investment acct for each of the 3.7 M children born annually in 🇺🇸 is catching 🔥. Looking for Lead Producer ASAP who helps design mobile web / video / tiktok / IG for the campaign. When every kid has skin in the upside of America we all win. 🇺🇸🇺🇸💪💪🚀🚀
Despite San Fran and CA gov’t best effort to shoot the Golden Goose, Founders and innovation continue to WIN big in SF / Silicon Valley. Fix gov’t and it will be even more 🔥🔥. America’s competitive advantage in entrepreneurial capitalism is deeply under-appreciated. 🇺🇸🚀
In some senses I appreciate your analysis - like when you go on X and confidently hallucinate more than ChatGPT. While I aspire to be @bgurley that was his argument / quote not mine. Sadly tho I think you mis his point as well. Keep up the good work.
In some sense I appreciate the candor -that he went on a podcast to proudly share that Venture Capital only works if you dump your bags on the public at the top
Get yourself a little @casadragones and sip away this week end listening to this one. @Jason + @Rich_Barton. 💥💥💥🙏🏼🙏🏼🙏🏼
one of the most genius organic growth engines of all time is the @zillow Zestimate a little startup secret: it was spawned by a very simple @bgurley question! bill asked @Rich_Barton: "what would you build if you had a $0 marketing budget?" the rest was Zistory!
Tricky moment in software forecasting between “cloud optimizations” and accelerating new AI workloads. Heard from @aselipsky this week big customer cut 13% as part of optimizations and re-allocated into hundreds of new AI workloads. As usual - grt weekly analysis by Jamin.
This week on Clouded Judgement: Datadog Consumption Trends - Median software multiple: 6.0x - High Growth software median: 9.5x - Mid Growth software median: 8.6x - Low Growth software median: 3.5x - 10Y: 4.0% cloudedjudgement.substack.com/p/clouded-judg…
Pod. bit.ly/alline141yt
E141: BG^2!!! 🫡🫡 @altcap and @bgurley fill in for @chamath -- state of series a's -- dry powder misconceptions -- vc market update -- ipo window opens -- incentives to go public soon -- macro picture ++ more 🔊: bit.ly/alline141 📺: bit.ly/alline141yt
The BeeGees. youtu.be/I_izvAbhExY
So many competing ideas for nutrition, weight loss, exercise, longevity. I might summarize - “Every day u should breathe hard (exercise) and feel hunger (nutrition).”
World normalized. Fear of covid, hyper inflation, runaway int rates & hard landing giving way to m&a and new wave of IPOs. Expect first class IPOs (eg Bytedance, Databricks, Stripe) and many Unicorn down round IPOs in next 6-9 months. “AI” IPOs like Core Weave not far behind.
We were told “no repeats” for @allinsummit 2023 - but fortunately wagered my way back on stage at the weekly poker game (more on that at Summit). Hoping @SpeakerMcCarthy joins us to discuss #InvestAmerica, AI reg, China, US debt & his vision for our future. @friedberg @chamath
Honored to be with @SpeakerMcCarthy to discuss giving every child an ownership stake in America’s future w #InvestAmerica accounts. Also truly inspired to hear him tell my son Lincoln about his optimistic view on President Lincoln & American democracy. @RoKhanna 🇺🇸🇺🇸🙏🏼🙏🏼
Whatever u think about @theallinpod - grateful it exists for long form free and challenging speech. U simply can’t get insights / texture from short form news. Political ads are even worse. We have tipped. In order to win u must be “trending topic native” & ready for debate.
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