michelle@altimeter.com
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Booking Overview
Metrics
Episodes: 44
Frequency: Biweekly
Rating: 4.7/5.0
Estimated listeners: 10k-100k
Gender skew: Male
Location: USA
YouTube: 101.0k subscribers
Instagram: 888 followers
Contact Information
michelle@altimeter.com
For verified host and producer emails, sign up to view.
Host
Brad Gerstner - Technology investor and founder and CEO of Altimeter, an investment firm focused on technology companies and public markets.
Bill Gurley - Venture capitalist and longtime technology investor best known for his work at Benchmark, with extensive experience backing major technology companies.
Booking Intelligence
Booking Requirements
Recent Guest Discussions
Andrew Fox - The Spacex IPO, AI Infrastructure, Frontier And Open-source Models, AI Capital Expenditure, And Technology Markets.
Gavin Baker - The Spacex IPO, AI Infrastructure, Frontier And Open-source Models, AI Capital Expenditure, And Technology Markets.
Nick Turley - Chatgpt Growth And Retention, AI Assistants, Agents, Pricing, Distribution, Scaling, And Product Strategy.
Arvind Jain - Enterprise AI, Workplace Search, Proprietary Data, Agentic Systems, Workflow Integration, And AI Economics.
Ali Ghodsi - Enterprise AI Adoption, Proprietary Data, Agentic Systems, Workflow Integration, AI Spending, And Valuation.
Recent Topics
Episodes
The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang | BG2
June 11, 2026
Brad Gerstner sits down with Gavin Baker and Andrew Fox of Atreides Management, alongside Altimeter partner Clark Tang, to break down one of the biggest questions in tech and markets: how should investors think about the SpaceX IPO?They unpack the major levers behind SpaceX’s next phase: Starship rapid reusability, Starlink broadband and direct-to-cell, Elon’s emerging AI compute business, xAI’s model ambitions, the Cursor acquisition, and the long-term promise of orbital data centers. The gr...
ChatGPT – The Super Assistant Era | BG2 Guest Interview
March 15, 2026
In this BG2 guest interview, Altimeter Partner Apoorv Agrawal sits down with Nick Turley of OpenAI for a deep dive into how ChatGPT became one of the fastest-growing products in history—and what comes next.They discuss how OpenAI thinks about retention and product metrics, why long-term engagement matters more than raw growth, and how ChatGPT gets the next billion users. The conversation explores the future of AI assistants: moving beyond chat into proactive agents that can take actions, comp...
AI Enterprise - Databricks & Glean | BG2 Guest Interview
December 23, 2025
In this BG2 guest interview, Altimeter partner Apoorv Agrawal sits down with Ali Ghodsi (Databricks) and Arvind Jain (Glean) for a candid, operator-level discussion on what’s actually working in enterprise AI—and what isn’t.They unpack why 95% of AI projects fail, why LLMs are rapidly commoditizing, and why durable advantage is shifting to proprietary data, agentic systems, and workflow integration. The conversation dives deep into real-world use cases across finance, healthcare, and retail; ...
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