Director of Capital Formation @AltimeterCap, fmr VP @Blackstone; fmr @UBS; 5 handicap ⛳️ views personal
Menlo Park, CA
Joined May 2012
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Kim Bent retweeted
Incredible Elon! This will be the largest philanthropic gift in history! 70 M accounts - every citizen under 18 & every child born forevermore now has a free, lifetime investment acct making them an owner in the upside of America & our greatest companies! 🇺🇸🚀🤍@TrumpAccounts @InvestAmerica24
Kim Bent retweeted
Dreams do come true! All citizens under 18 -- 68 M accounts now live! Don’t let politics get in the way - claim your child’s free, lifetime stock acct! $50k at age 18 w small additions each month from birth. 🇺🇸🚀🤍
Sixty million American children are now set up for success. America's next generation is getting financial stake in our future thanks to President Trump.
TRUMPACCOUNTS.GOV 🇺🇸
Kim Bent retweeted
Summary of US AI policy ahead of today’s mtgs:
Beat China.
Fast & Safe.
Follow the law.
Act like adults - stop scaring people.
We currently test all frontier models & only country to have sanctioned a model. And we have max open & closed competition.
And we are winning. 🇺🇸🚀
Kim Bent retweeted
Heard from VC LPs this week:
“What’s next?”
While everyone waits (im)patiently for a big LLM IPO, most LP conversations look forward:
1) most likely big IPO post the labs?
2) most important up and coming late stage AI assets?
3) the risk that could stop the music?
Kim Bent retweeted
Pod! Lightning Round - 25 slides - where we are, where we are going & what needs to be true to keep the AI capex cycle alive! @AltimeterCap 📈🧐
All-In Summit: Brad Gerstner
-- Who’s Paying for AI CapEx?
-- Semis Eat the Nasdaq
-- Not Firing, Just Not Hiring
-- The Gigawatt Gap
++ much more!
(0:00) Welcome @altcap
(1:01) Trump Accounts, Every Child a Capitalist & The CAC Scan
(5:07) Can AI revenue pay for the CapEx?
(8:53) The Build Out Issue: Gigawatts, TAM, Token Growth, and Margin Expansion
(12:30) The risks: AI regulation, the nuclear precedent, power limits, and rising rates
Kim Bent retweeted
Heard from VC LPs this week - observations summed up beautifully in the piece “Catching the (Venture) Bus by my friend and fellow LP-phile @jkhamehl
Two charts really made me 🧐🤔
- The Top 1% of VCs account for 57% of returns and Top 5% account for 90% and ~2/3 have not a single successful investment 😳
- While it pays to be top decile, does it really? Those top decile numbers don’t blow my socks off - top 5% or top 1% is really what justifies the illiquidity.
- And TVPIs need to be very special if it takes 10+ years to get liquid (see DPI numbers). I can think of at least one public manager that has returned 20%+ annualized returns over nearly two decades in liquid stocks... 🤔
- The conclusion is a tale as old as time - don’t play the venture game unless you can really access the very (very, very) best
Kim Bent retweeted
Jensen calls Jacob Coxon comments outlandish & “deeply untrue.” Said the labs are great, but his comments were wrong, arrogant, and ignorant of all the work being done around the industry to drive safety. 🧐🧐
Kim Bent retweeted
Excited for Altimeter portfolio company @HQ_Covenant to emerge from stealth with $250m in funding and ~$150m in orders.
Deep precision strike is one of the most critical capability gaps facing the West.
Covenant has built Anthem to close that gap and meet the need for long-range, heavy payloads, precision, and mass production.
Proud to back Michael and the truly special Covenant team as they bring Anthem to the world.
Today, Covenant is emerging from stealth and introducing Anthem: a heavy-payload deep precision strike capability designed for mass production, with deliveries beginning in the thousands in 2027.
We’ve raised $250 million, flown Anthem in more than 200 tests, and secured approximately $150 million in orders, including contracts with the U.S. Army, U.S. Navy, and key international allies.
We’re building Anthem at our 105,000-square-foot production facility in Dallas, alongside factories in Germany and Israel.
Covenant is backed by @a16z, @foundersfund, @Lux_Capital, @lightspeedvp, @8vc, @aleph, and @AltimeterCap.
Deep precision strike is the biggest gap in the arsenal of the West, and we spent the last two years building Anthem to fill it.
Now we deliver at scale.
Kim Bent retweeted
We’re excited to see @attestable come out of stealth today.
Led by partner @JaminBall, Altimeter co-led Attestable’s seed round alongside @TLV_Partners. We believe they’re building a crucial new layer of the AI stack: verifiable integrity.
As AI systems make more consequential decisions and agents take on longer, multi-step workloads, an existential question emerges: How can you prove a model did what it was supposed to do?
Attestable uses zero-knowledge proofs to verify that the right model ran on the right inputs and called the right tools.
The technical breakthroughs behind this are remarkable. ZK proofs once carried ~1,000,000x compute overhead, making them impractical for AI. Attestable has brought that down by orders of magnitude, making ZK for AI deployable in the real world.
From securing model weights to proving open models are backdoor-free to giving agents verifiable identity, Attestable is building the integrity layer for an AI-powered world.
As co-founder @Yogi_Brn puts it: “Every token should be a proven token.”
The world has identified verifiable AI as a missing civilization-scale primitive. The core technical obstacle, practical zero-knowledge proofs, was considered impossible.
We solved it.
Today, we are launching @attestable, the AI Integrity Company, and announcing a $20M seed round led by @jaminball at @AltimeterCap and @YonatanMandelba at @TLV_Partners , with participation from @HalcyonFutures, Cerca Partners, @Weiner_Lia at Netz, @nickymontanaa at Zero Knowledge Ventures, @assaf_rappaport, Asaf Ezra, Nadir Izrael, Jon Coller, Eyal Manor, @OmerPerchik.
Kim Bent retweeted
America is entering a new industrial era.
Rebuilding our industrial capacity through AI-driven manufacturing is one of the defining opportunities of the next decade.
Congratulations to @HadrianInc on its Series D. @AltimeterCap Partner @ekriessmann is proud to partner with @2112Power and the entire Hadrian team as they build the software-defined factories powering the future of American industry and national security.
Today we're announcing our Series D: $1.37B in new capital at a $7.87B valuation to Reindustrialize America.
Thank you to all our investors. WCM Investment Management, @WashingHarbour, Valor Equity Partners, @137ventures, and @BaillieGifford led the round. @jpmorgan Chase's Strategic Investment Group acted as anchor co-lead, investing through the firm's Security and Resiliency Initiative. The round also included major participation by @1789capital, as well as participation from @MorganStanley Wealth Management, @apolloglobal, @TRowePrice, @a16z, @CapitalG, @foundersfund, @lux_capital, @AltimeterCap, @constructcap, and existing investors.
This round confirms our belief in a few simple things: America needs to Reindustrialize, Physical AI is real, transforming the world of atoms matters 100x more than the world of bits, and, most importantly, that the New American Workforce is the center of everything we do.
Here's what we've built, and what comes next.
Kim Bent retweeted
Congrats to @permisosecurity on their acquisition by @okta!
I've had the opportunity to work closely with @jlm_sec @paulsnguyening since leading their Series A. What they've built is special, and I've deeply appreciated the partnership along the way.
Permiso recognized early that as humans, applications, service accounts, and AI agents increasingly work together, identity would become the foundation of enterprise security. They built the platform to secure that future.
Congrats to Jason, Paul, Ian, Phani, the entire Permiso team and everyone at Okta. Excited for what you will do together!
Okta has signed a definitive agreement to acquire @permisosecurity! We’re excited to bring together the best identity threat detection, posture management, and runtime protection offerings to help organizations gain deeper visibility, reduce risk, and securely adopt AI at scale. bit.ly/45ySR0E
Congrats to the @K2SpaceCo team!! 🚀🚀🚀
Our biggest round yet: @K2SpaceCo has raised a $500M Series D at a $6.8B post-money valuation. The round was led by @kleinerperkins and @ICONIQCapital, with participation from @CapitalG, @lightspeedvp, @AltimeterCap, @sparkcapital, Sands Capital, @ARKInvest, @TRowePrice, and other existing investors.
"Scaling” is probably the word I’ve used most often the past few months in conversations with our investors, customers, and employees when talking about what’s next for K2 Space in 2027 and beyond:
--We’re going to continue to scale up mass production, to deliver against the $1B + in contracts we’ve won to-date.
--We’re going to scale up the satellite itself, from the 20kW Mega to the 100kW class Giga. Its no longer just 100kW, but we’ll save that update for another day.
The capital from the Series D will turbocharge this scaling.
Thanks to everyone who has been on this journey with us for the last four years – let's keep building bigger.
Kim Bent retweeted
New on Altimeter's Altitude Series: @baseten CEO @tuhinone Srivastava sits down with Apoorv Agrawal (@apoorv03) to discuss the future of AI infrastructure, inference, and open-source models.
"Three-month-old intelligence at 20% of the cost."
Tuhin explains why a growing share of AI inference is shifting to open-source and custom models and what that means for builders.
Key highlights:
• How Baseten evolved from a 2019 startup into the inference platform powering some of the fastest-growing AI companies
• Lessons learned scaling a company, team, and culture in one of the fastest-moving technology markets ever
• Why every AI company needs a compute strategy—and when it makes sense to move beyond closed-source APIs
• Where we think AI infrastructure is headed and how we believe founders should position themselves for what's next
Thrilled to double down on our partnership with @baseten
@tuhinone is one of the clearest thinkers I know on AI infrastructure. He sees a cross section of how AI is actually being used across the leading AI natives, and his job is making them fast, reliable, and cheap at scale.
We discuss why inference is becoming one of the biggest markets in software, what happens as open-source models converge with frontier, and a peek into future AI workloads!
Enjoy my conversation with Tuhin:
Kim Bent retweeted
This idea belongs to no party, it's ❤️🤍💙
Our comments this morning at the White House 🇺🇸
Kim Bent retweeted
Dear America,
Starting today, on the 250th birthday of our country, millions of children will now benefit from a new & powerful American birthright - a privately owned investment account from birth. Every child a shareholder in the great American economy!
American capitalism is the greatest prosperity-creating engine the world has ever known. It has unlocked unprecedented abundance for our country and untold life-advancing innovation. From clean food & water to cars & planes to vaccines & cures to computers & phones. Through depressions & world wars, through panics & pandemics, betting on America has been the best investment in human history.
But far too many hardworking families feel like they are on the outside looking in - like the American Dream has become out of reach.
The Invest America Act changes all that. Signed into law by President Trump it establishes the Trump Accounts - launching today - making every child a shareholder from birth. Every account seeded with $1000 in America's best companies - making every child a direct participant in our stock markets & American capitalism.
But it doesn’t stop there. Representing the best of our civic traditions, an unprecedented outpouring of additional private contributions into these accounts is already underway. Billions of dollars have been committed by philanthropists & corporations to tens of millions of children across the country. A new form of massive, direct philanthropy & corporate benefits directly to America’s kids is just getting started. From adopting all the kids of a school or organization to a city or state. America is the most giving country in the history of the world - and Trump Accounts provide a new open source platform to enable anybody to contribute to anybody.
Trillions of dollars will compound in these accounts over the next 20 years.
But this is about more than just figures on an account statement. By investing in the next generation, our country is providing tangible opportunities to all future generations of Americans: an education, a first home, the ability to start a business, and the foundation for a lifetime of savings. Trump Accounts provide hope to those feeling hopeless - unlocking unlimited human potential.
Trump Accounts do this through a massive public - private partnership that empower the individual not the state. They double down on free market capitalist democracy by empowering the individual rather than growing dependency on government. Aligning citizens with capitalism rather than pitting them against it.
Perhaps of equal importance, let us not lose sight of the fact that this is a movement that unites our country. Despite the many issues that divide us, this one big idea brings everyone together. From the most conservative to the most progressive leaders, we have found people of goodwill willing to step up and do the right thing to help the next generation.
Trump Accounts represent the very best of our democracy and the American promise issued two hundred and fifty years ago today. I am grateful to all those who have partnered with us to get this far and we dedicate our tireless efforts to make certain that the Invest America Act achieves its maximum potential. Let us advance into the future with a renewed sense of confidence, optimism and restored faith in the American Dream for EVERY American.
Happy 250th Birthday, America!
Brad Gerstner
July 4, 2026
@TrumpAccounts @InvestAmerica24 @WhiteHouse @MichaelDell
Kim Bent retweeted
As to rumors about the gov’t taking stakes in AI companies: 2 conditions MUST be met: (1) voluntary contribution vs. the Bernie forced tax / taking; (2) directly to citizen owned accounts vs. the Bernie slush fund. Coordinated by gov’t - but NEVER owned by gov’t. 🧐💰🇺🇸🚀
Kim Bent retweeted
K2 Space has been confirmed as a satellite bus provider for the @USSpaceForce Protected Tactical SATCOM-Global (PTS-G) initiative, which will launch to GEO in 2028. This announcement is a milestone for K2 as our first participation in a Pentagon program of record.
Under the award announced by @USSF_SSC earlier this week, K2 will supply a satellite to our partners at @SESSpaceDefense, one of two primes on the contract. K2’s large, resilient satellites are built with the power and mass to deploy the anti-jam capabilities and consistent communications that the PTS-G constellation requires.
Read more here: spacenews.com/k2-space-rocke…
Kim Bent retweeted
Heard from VC LPs this week:
“We’ve jumped the shark on the sub-syndication SPVs” 🦈🦈🦈
Reminds me a lot of the SPAC craze. What is a useful and standard industry structure (eg bringing your LPs into coinvest) has turned into a money grab (see pic). There will be fine outcomes and terrible ones. Not hard to see that it’s a bad idea to raise $$ from LPs you have never met, who have never invested in your funds, and even worse, when it’s a group of unknown LPs consolidated by someone who is layering another fee on top. 🫣
Jumping the shark = it’s the beginning of the end
Kim Bent retweeted
Since first mtg @AnthropicAI in 22, we've been struck by their ambitions of bldg safe & aligned intelligence. In <5 yrs, they've been on generational trajectory, crossing $47b rr revs
Pumped to lead their Series H 🚀 Excited to make this Altimeter’s largest investment to date
We've raised $65 billion in Series H funding at a $965 billion post-money valuation, led by @AltimeterCap, Dragoneer, @Greenoaks, and @sequoia.
This investment will help us advance our research and expand our capacity to meet growing demand for Claude.