Altimeter Capital

@AltimeterCap

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

Menlo Park & Boston

Joined March 2024

57Following

407Followers

Altimeter Capital Retweeted

Jamin Ball@jaminball · Jul 25

This week on Clouded Judgement: TAMs Lie - Median software multiple: 5.7x - High Growth software median: 21.3x - Mid Growth software median: 8.8x - Low Growth software median: 4.1x - 10Y: 4.4% Article in next post 👇

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Altimeter Capital@AltimeterCap · Jul 23

Some analysis on "50m H100 equiv" target of Elon & xAI Assuming power / perf improvements: 50m H100s = 250x today's compute But reflects ~4M total GPUs and energy footprint of 11GW ! My best guess is Feynman will cost ~7x Hopper, but offer 25x perf (3-4x TCO passed along)

EElon Musk@elonmusk · Jul 22

The @xAI goal is 50 million in units of H100 equivalent-AI compute (but much better power-efficiency) online within 5 years

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Altimeter Capital@AltimeterCap · Jul 22

At Altimeter, we believe the best way to understand the future is by listening closely to the people building it. That’s why we’re thrilled to launch Altitude: The Founder Library—a new series where our investment partners sit down with the founders in our portfolio to talk…

AltimeterCap's tweet image. At Altimeter, we believe the best way to understand the future is by listening closely to the people building it.

That’s why we’re thrilled to launch Altitude: The Founder Library—a new series where our investment partners sit down with the founders in our portfolio to talk…

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