Brad Gerstner
@altcap
Founder - Altimeter Capital. Luck befalls the curious mind. Counting life in days and acts of kindness. Views here personal.
Protecting Huawei from competition in their home market doesn’t make sense & isn’t working. It just makes it harder for the American AI stack to win the world. As with the Internet, allowing $NVDA to compete in China increases the odds American AI wins around the world. 🇺🇸🚀
Pod Alert! Deep dive into AI productivity & compute - spoiler, @MichaelDell doesn’t see a bubble & thinks AI way bigger tailwind than the internet. 💥💥
BG2 w Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update 👊💥 @altcap @bgurley @MichaelDell
Strong agree Sam - don’t attack the system - evolve the social contract. The Invest America Act is now law & will make every child an owner & compounder in the upside of AI & the American economy from birth! 🇺🇸🇺🇸🚀 @InvestAmerica24
I’m not big on identities, but I am extremely proud to be American. This is true every day, but especially today—I firmly believe this is the greatest country ever on Earth. The American miracle stands alone in world history. I believe in techno-capitalism. We should encourage…
Nobody could ask for a better Partner & friend - the Invest America Act would not have happened without Michael & Susan Dell pushing to get it over the line. Can’t wait for the announcements we have lined up that will show America just how transformative this will be! 🇺🇸🤍🙏🚀
The Invest America Act just cleared Congress—every U.S. child gets a $1K S&P 500 starter account at birth. 70M kids gaining a stake in America’s growth 💪🇺🇸 🚀Accounts go live 7/4/26, our nation’s 250th birthday, future-proofing prosperity!
The INVEST AMERICA ACT. Passed July 4, 2025. Accounts established & funded July 4, 2026. Because every child deserves to share in the upside of America. Happy birthday America! Never perfect. Always rising.
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The Invest America Act - w the Senate passage of the BBB - is now on the verge of becoming law. The first country on the planet to make sure that every child has a stake in the game - real private account ownership compounding in our best companies - from birth! @altcap 🇺🇸🚀
Agreed. Not the place to balance the budget. And they remain on our balance sheet as a national asset. 🇺🇸🫡
I remain opposed to the provision to dispose of public lands.
Great fun playing in first @WSOP event. Starting w @luckychewy ending w @JesseLonis, @RyanRiess1 & @JonathanLittle - incredible smarts, positive energy, love of country. Thx to @chamath for the home game nudge & my guys @JasonKoon & @phil_hellmuth cheering the rail. 🇺🇸🚀 Don’t…
“The marxists are going to hate this.” @JTLonsdale on the Invest America Act about to become law in the BBB. Watch until the end. 🇺🇸🫡
Time to return power from the State to individuals. Rather than ineffective gov’t programs, lets create an investment acct for each child at birth. Financial literacy, graduation rates & small biz starts all improve! And as @JTLonsdale says - “the marxists will hate this.” 🇺🇸
“The answer to socialism is more capitalism - and the Invest America Act IS more capitalism Mr. President. It makes every child a capitalist from birth sharing in the upside of America.” Worried about what just happened in NYC? Help is on the way! 🇺🇸🇺🇸🚀@InvestAmerica24