We research and invest in tech innovation, backing visionary founders and companies in public and private markets. Disclaimers: https://nitter.cf/t.co/hUVZJoTZ37
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Asked about Treasury Secretary Bessent saying AI companies have done a horrendous job explaining themselves, Brad Gerstner (@altcap) agreed and connected it to why @InvestAmerica24 exists.
"We have to get everybody into the game of capitalism. They all have to share in the upside of AI."
9 million capital accounts created so far, with a path to all 70 million kids under 18.
Scott Wapner (@TheJudgeCNBC) pointed to AI leaders publicly warning about the technology they are building. Brad Gerstner (@altcap) said that is the point, and it started a decade ago.
"America's leaders, starting with @elonmusk back in 2016, said this will be the most positive thing we can ever build for humanity, but we have to do it safely. We've been having this conversation in Silicon Valley for a decade."
Scott Wapner (@TheJudgeCNBC) pointed to AI leaders publicly warning about the technology they are building. Brad Gerstner (@altcap) said that is the point, and it started a decade ago.
"America's leaders, starting with @elonmusk back in 2016, said this will be the most positive thing we can ever build for humanity, but we have to do it safely. We've been having this conversation in Silicon Valley for a decade."
Scott Wapner (@TheJudgeCNBC) opened by asking Brad Gerstner (@altcap) about the week's AI safety debate. Brad said the conversation is a decade old, nothing in it was new, and the coverage ignored the guardrails already in place.
"I've not talked to a single person in AI who says full steam ahead, disregard safety. It turns out we all care about kids."
On what is already happening: lab safety systems built with serious money and compute, deep coordination with national security, and public transparency reporting.
Scott Wapner (@TheJudgeCNBC) opened by asking Brad Gerstner (@altcap) about the week's AI safety debate. Brad said the conversation is a decade old, nothing in it was new, and the coverage ignored the guardrails already in place.
"I've not talked to a single person in AI who says full steam ahead, disregard safety. It turns out we all care about kids."
On what is already happening: lab safety systems built with serious money and compute, deep coordination with national security, and public transparency reporting.
@CNBC Halftime Report with Altimeter founder & CEO Brad Gerstner (@altcap) and Scott Wapner (@TheJudgeCNBC) | September 11, 2026
On this week's AI safety debate, here are Brad’s views:
> No one in AI is saying full steam ahead, disregard safety. More time and energy has gone into safety ahead of this technology than any prior cycle in 25 years
> The guardrails already exist: lab safety systems, national security coordination, transparency reporting, and a frontier model framework that scrutinizes models before public release
> There is risk in the alternative. We shut down 67 nuclear reactors over fears that never materialized. China is building 100 fission reactors
📽️: youtube.com/watch?si=3FN5IdW…
ICYMI: Erik Kriessmann sat down with Hadrian Founder and CEO Chris Power to discuss manufacturing capacity, reindustrialization, and what’s needed to fix U.S. defense production
youtube.com/watch?v=OkELMuRf…
Small team. Big ambition.
Every summer, we take a brief moment to celebrate the people behind Altimeter and everything we've worked hard to build together. It's a reminder that great investing starts with a highly motivated team, exceptional relationships, and a shared belief in excellence in all we do.
We have so much to be grateful for this summer and the best is yet to come!
(Pong champions not pictured!)
Congratulations to Altimeter Founder & CEO Brad Gerstner (@altcap) on being named to @observer's 2026 A.I. Power Index.
For over two decades, Brad has invested behind the founders, technologies, and infrastructure shaping the future of AI. We're especially proud to see so many founders and leaders from the Altimeter portfolio recognized this year. Congratulations to all of the honorees whose work is advancing the AI ecosystem.
Altimeter Partner Apoorv Agrawal (@apoorv03) sat down with @glean Founder & CEO Arvind Jain (@jainarvind) at @RaiseSummit to discuss what separates AI winners from everyone else.
Their conversation explored some of the biggest questions shaping enterprise AI:
• From AI adoption to ROI: How leading enterprises are measuring business value from their AI investments
• Future of Work: Why AI agents, digital coworkers, and new workflows are reshaping knowledge work
• The evolving enterprise playbook: How Forward Deployed Engineers and custom models are becoming strategic advantages
• Where value accrues in AI: What needs to happen for more value to shift from infrastructure to the application layer, and how application companies can continue to differentiate as foundation models expand into enterprise capabilities
They also shared their perspectives on where enterprise AI is headed next, which assumptions the market may be getting wrong today, and what will matter most over the next year.
