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VOICE ARCHIVE

Brad Gerstner

@altcap
57 posts
2026-02-13
Anthropic: “Today, our run-rate revenue is $14 billion - with this figure growing > 10x annually in each of the past three years.” @AltimeterCap happy to return again as a Major Investor in the latest $30 B / $380 B round. 👊🚀 [image]
2026-02-13 View on X
Wall Street Journal

Anthropic adds Chris Liddell, a former Microsoft and GM exec who helped GM IPO and worked in Trump's first administration, to its board ahead of a potential IPO

The former Microsoft and GM executive Chris Liddell has previously worked for the Trump administration

Anthropic: “Today, our run-rate revenue is $14 billion - with this figure growing > 10x annually in each of the past three years.” @AltimeterCap happy to return again as a Major Investor in the latest $30 B / $380 B round. 👊🚀 [image]
2026-02-13 View on X
Anthropic

Anthropic raised a $30B Series G led by GIC and Coatue and co-led by D. E. Shaw, Dragoneer, Founders Fund, Iconiq, and MGX at a $380B post-money valuation

We have raised $30 billion in Series G funding led by GIC and Coatue, valuing Anthropic at $380 billion post-money.

Anthropic: “Today, our run-rate revenue is $14 billion - with this figure growing > 10x annually in each of the past three years.” @AltimeterCap happy to return again as a Major Investor in the latest $30 B / $380 B round. 👊🚀 [image]
2026-02-13 View on X
CNBC

Anthropic says its run-rate revenue hit $14B, growing over 10x annually in each of the past three years, and Claude Code's run-rate revenue has grown to $2.5B+

And Nvidia and Microsoft; parties we KNOW are not using real cash are cited as making up ‘a portion’ of that $30B but never which portion or how much.Forums:r/FundriseInvestors:Ant...

2025-12-25
Huge news. Congrats Founder @JonathanRoss321 @sundeep & seed investor @chamath on a huge outcome that will change the game yet again for AI systems in 2026. 🚀🚀 https://www.cnbc.com/...
2025-12-25 View on X
Bloomberg

Nvidia agrees to a licensing deal with Groq; CEO Jonathan Ross and other top executives will join Nvidia; Groq says it will continue operating independently

Nvidia Corp. agreed to a licensing deal with artificial intelligence startup Groq, furthering its investments in companies connected …

Huge news. Congrats Founder @JonathanRoss321 @sundeep & seed investor @chamath on a huge outcome that will change the game yet again for AI systems in 2026. 🚀🚀 https://www.cnbc.com/...
2025-12-25 View on X
CNBC

Disruptive CEO Alex Davis says Nvidia has agreed to buy assets from Groq for $20B in cash; leaked email: Jensen Huang says Nvidia is not acquiring Groq

Nvidia has agreed to buy assets from Groq, a designer of high-performance artificial intelligence accelerator chips, for $20 billion in cash …

2025-12-13
@sriramk @realDonaldTrump Congrats & thanks for your incredible work! 🇺🇸🚀
2025-12-13 View on X
Reuters

President Trump signs an executive order aimed at preempting a growing number of state AI laws, saying “we want to have one central source of approval”

Transformer Weekly: Trump signs EO, Hochul guts the RAISE Act, and GPT-5.2 launches Michael Kan / PCMag : Trump Signs Executive Order to Go After ‘Burdensome’ State AI Laws Poligir...

@sriramk @realDonaldTrump Congrats & thanks for your incredible work! 🇺🇸🚀
2025-12-13 View on X
Axios

Policymakers behind key state AI bills scoff at Trump's EO; some GOP governors are pushing ahead with their own AI bills; Steve Bannon says Sacks misled Trump

States are forging ahead with AI laws despite President Trump's new executive order aimed at reining them in.

2025-12-12
@sriramk @realDonaldTrump Congrats & thanks for your incredible work! 🇺🇸🚀
2025-12-12 View on X
Reuters

President Trump signs an executive order aimed at preempting a growing number of state AI laws, saying “we want to have one central source of approval”

U.S. President Donald Trump on Thursday signed an executive order on artificial intelligence that will attempt to preempt …

2025-11-02
Pod up. Trick or Treat? 🎃
2025-11-02 View on X
@bg2pod

Q&A with Sam Altman and Satya Nadella about the Microsoft-OpenAI partnership, OpenAI's restructuring and $100B revenue target for 2027, $3T AI buildout, more

BG2. All things AI w @sama & @satyanadella. A Halloween Special. 🎃🔥@bg2pod @altcap — (00:00) Intro (02:28) Microsoft's Investment in OpenAI (03:19) The Nonprofit Structure and Its ...

People reading too much into Sam being feisty. I love that about him & in our founders. We laughed about it after. If you listen to his words - here is what is said: (1) alot more than $13 B revs in 2025, (2) $100 B revs sooner than people expect, (3) spending commitments
2025-11-02 View on X
@bg2pod

Q&A with Sam Altman and Satya Nadella about the Microsoft-OpenAI partnership, OpenAI's restructuring and $100B revenue target for 2027, $3T AI buildout, more

BG2. All things AI w @sama & @satyanadella. A Halloween Special. 🎃🔥@bg2pod @altcap — (00:00) Intro (02:28) Microsoft's Investment in OpenAI (03:19) The Nonprofit Structure and Its ...

2025-10-30
Respect. 🫡🚀 @sundarpichai
2025-10-30 View on X
Alphabet

Alphabet reports Q3 revenue up 16% YoY to $102.35B, vs. $99.89B est., Cloud revenue up 34% to $15.16B, and net income up 33% to $34.98B; GOOG jumps 5%+

Alphabet Announces Third Quarter 2025 Results

2025-09-30
Agentic commerce will be so natural it will feel like it always existed. My GPT will buy my black T-shirts, book my hotel rooms & give me an awesome feed of product ideas. Like the perfect assistant - never fill out a web order form again.
2025-09-30 View on X
CNBC

OpenAI rolls out Instant Checkout to let users make single-item purchases directly in ChatGPT, starting with US Etsy sellers, and plans to add Shopify merchants

the chatbot will start letting its 700,000,000 users shop directly from their chats Jibin Joseph / PCMag : ChatGPT Now Lets You Make Purchases Without Leaving the App Nishit Singh ...

2025-08-24
@jgebbia Amazing Joe - congrats on the long road to making this happen - so obviously needed to bring gov't service interfaces up to a world class standard! And thx for your incredible service to country! Can't wait to work together designing @InvestAmerica24 / Trump Accounts! 🇺🇸🫡
2025-08-24 View on X
Axios

Airbnb co-founder Joe Gebbia, named by Trump as the first US chief design officer, says he wants to update federal websites to an “Apple Store-like experience”

This seems so random and sounds mostly like a way to reward a donor/supporter given all the cuts to US government IT staff. … Forums: r/technology : First interview: Joe Gebbia, Am...

2025-04-15
🇺🇸🚀 https://blogs.nvidia.com/... [image]
2025-04-15 View on X
TechCrunch

Nvidia starts making its Blackwell chips at TSMC's Phoenix plant and says it aims to make up to $500B of AI infrastructure in the US in the next four years

Nvidia opens first US factories Reuters : Nvidia to produce AI servers worth up to $500 billion in US over four years Taiwan News : Nvidia to invest NT$16 trillion in US AI infrast...

🇺🇸🚀 https://blogs.nvidia.com/... [image]
2025-04-15 View on X
Wall Street Journal

Nvidia's $500B US spending plan follows a familiar pattern of companies trying to please President Trump and offers few details on what AI gear would be US-made

The chip maker's plan to build AI tech in Texas comes on the heels of a new tariff threat  —  Chip maker Nvidia unveiled plans Monday …

2025-04-14
🇺🇸🚀 https://blogs.nvidia.com/... [image]
2025-04-14 View on X
TechCrunch

Nvidia starts making its Blackwell chips at TSMC's Phoenix plant and says it aims to make up to $500B of AI infrastructure in the US in the next four years

Nvidia said on Monday that it has commissioned more than a million square feet of manufacturing space to build and test AI chips …

2025-04-01
Open models will drive innovation, elevate America & advance humanity. Great to see @OpenAI engaging with devs to build powerful open source models - while at the same time building the most widely used global applications / services for consumers & business. 🇺🇸🫡
2025-04-01 View on X
TechCrunch

Sam Altman says OpenAI plans to “release a powerful new open-weight language model with reasoning in the coming months”, its first open-weight model since GPT-2

just look at the “T” in ChatGPT, which comes from the Transformer architecture openly shared by Google. Then came Garry Tan / @garrytan : Open weights 🚀 Alexander Doria / @dorialex...

Open models will drive innovation, elevate America & advance humanity. Great to see @OpenAI engaging with devs to build powerful open source models - while at the same time building the most widely used global applications / services for consumers & business. 🇺🇸🫡
2025-04-01 View on X
TechCrunch

OpenAI's new GPT-4o-powered image generator is now available to all users; Sam Altman last week mentioned a limit of three images per day for free-tier users

OpenAI's new image generator, powered by its GPT-4o model, is now available to all users, CEO Sam Altman said in a post on X …

2025-03-18
As said on @CNBC last week - the M&A freeze is over. Google announces $32 B all cash deal. Congrats team @wiz. 🚀 [image]
2025-03-18 View on X
The Verge

Alphabet acquires NYC-based cybersecurity startup Wiz for $32B cash, its largest acquisition yet, pending approval; antitrust fears stalled a $23B deal in 2024

The acquisition is Alphabet's biggest yet, after a $23 billion takeover attempt stalled last year.

2025-03-08
Congrats! Great balance. Building a natl strategic reserve of forfeited digital assets and a commitment that the US Gov't will not be in the biz of crypto speculation. 💥🇺🇸
2025-03-08 View on X
Cointelegraph

Trump signs an EO to establish a Strategic Bitcoin Reserve and a Digital Asset Stockpile using BTC and other digital assets forfeited in criminal or civil cases

Now, Trump wants to create a crypto “strategic reserve.”  (1/2) @theangrydonkey : Earlier this week, Trump announced the names of five digital assets he expects to include in this ...