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Brad Gerstner

@altcap232k followers

Founder - Altimeter, Invest America | Trump Accounts, Center for Heart Attack Prevention. One precious life. Views here personal. @investamerica24 @bg2pod

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1Feb 4, '25Another life saved by the CT scan! This is what 90% blockage looks like. 50, vegetarian, no alcohol, exercise, no symptoms, ldl cholesterol 90 (in the green). Took the scan, got a 134×4.4M19k1.2k11k
2Feb 3, '25Elon - When the bond market realizes we are 100% serious about cutting spending & balancing the budget - rates go down and families immediately benefit from lower interest on c119×3.9M5.4k808624
3Jul 4, '25The 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!65.8×2.1M3k257199
4Jan 25, '25Occam’s Razor. No act in my lifetime undermined trust more than the gov’t denial / cover up of something so patently obvious to the vast majority of Americans. It woke us all to th64.1×2.1M8.2k1.2k595
5Jan 8, '25Heads should roll in LA & Sacramento - the total failure of leadership w regard to these fires are impeachable offenses. This adds to the long list of failed progressive experi58.7×1.9M7.5k975185
6Jan 29, '25Hugely innovative, impactful & incredibly humane. @DOGE acting fast to downsize federal gov’t. Let’s find ways to increase employee conversion - flatter is faster & leaner 57.9×1.9M5.6k60197
7Mar 31, '25Tesla FSD is pure magic and transformed how I drive! All this mis-directed hate toward @Tesla & @elonmusk sadly obscures the fact that FSD makes humans more productive, more sa53.1×1.7M6k913131
8Jan 29, '25DeepSeek should not be dismissed but is NOT a Chinese break thru on AI cost which caused Monday’s panic. The reports they spent $6 M vs. billions for @OpenAI, @AnthropicAI & @xai a30.7×998k3k3571.1k
9Nov 5, '23This summer on #136 of @theallinpod, I hijacked science corner to discuss heart health. I suggested everybody over 40 do a Calcium CT Scan & if your score is non-zero you should li28.2×919k1.7k1723k
10Apr 18, '25Heart Plaque = risk of needless death. Tracking cholesterol does not answer that question. If over 35, start w a CAC scan - $150 & 15 mins. If you score above zero consider the27×878k2.8k1394.3k
11Jan 13, '24Coronary Calcium CT Scans - not cholesterol tests - should be standard operating procedure for adults over 45. I have tweeted about it extensively and discussed on the @theallinpod26.1×849k1.2k1362.2k
12Nov 2, '25People reading too much into Sam being feisty. I love that about him & in our founders. We laughed about it after. If you listen to his words - here is what is said: (1) alot more 21.3×693k1.4k77575
13Feb 2, '244 M sudden cardiac events per year, 700k deaths, and $1 T in societal costs - 70% likely avoidable w universal calcium CT exams over age 40. Don’t rely on “good cholesterol” - $10020×652k88482995
14Apr 8, '25Nuclear Navarro is shifting from fair & reciprocal tariffs to ZERO trade deficit. Trump is smart to drive tough bargains to lower global tariffs - he should get deals & dec19.6×638k1.6k129140
15May 26, '25The INVEST AMERICA ACT is included in the Reconciliation Bill. Every child born (3.7 M kids / yr) gets a private investment acct w $1000 in the S&P 500. Called “Trump Accts” in19×619k1.2k108191
16Nov 16, '25Alright - enough FOMO. Find me a house. CA needs to wake up. Freedom from the burdens of BIG gov’t is among the most cherished of human rights. 🇺🇸🇺🇸@bgurley @GregAbbott_TX18.3×594k1.7k45113
17Jun 15, '24All my soft circled LPs pulled out in Sept 2008. I launched anyway with $5 M. My first trade was Oct 1, 2008. I put 50% in $BKNG at $55 / share - today its $3859. Launched VC in 2018×587k1.5k69572
18Jul 27, '25Heart disease is the #1 killer. Tracking cholesterol does NOT reduce your risk. Make the Calcium CT Scan the standard of care for everyone over 35. $150 & 15 mins. We started t16×520k3.5k2403.8k
19Oct 3, '24Come on @ylecun - take a page from @boztank and @PalmerLuckey - dig deep & be more positive sum. Vote for whoever you think is best. Battle it out on the field of AI. But enough of14.6×476k1.4k2472
20Jul 9, '23The show must go on - #136 @theallinpod - the bootleg episode that almost didn’t happen. @chamath @friedberg @DavidSacks @Jason14.3×466k9023415
21Sep 28, '25All kids under age 18 are eligible to open an Invest America / Trump Account & all kids under 2 (born after Jan 1, 2025) will automatically receive a $1000 kickstart from the T14.2×463k1.4k137461
22Mar 3, '24Well intended cholesterol charts have mis-led millions of people about heart disease. Cholesterol is NOT a predictor of heart attacks - approx 50% of heart attack patients have LDL13.7×445k835911.1k
24Mar 16, '25$1000 in the S&P 500 from birth owned by each child that grows as moms, dads & companies add $$ and compounds as the US economy grows! @InvestAmerica24 aligns every citizen13.4×437k1.4k102162
25Dec 5, '23The tectonic plates are shifting away from elitist, moral equivalency gobbledygook back toward common sense. This has been compounding across dozens of issues for years - but this 13.3×431k1.7k124117
26Dec 4, '231/ $GOOG may be best biz in history of capitalism - but clear that GPT answers are increasingly replacing 10 blue links - happens slow then fast. And while $GOOG will have a dog in12.8×418k78969286
27Dec 30, '24🚀🚀12.7×414k2k190471
28Jun 16, '24Sudden heart attacks are the #1 killer in the world. And they are preventable. I lost my dad way too early to a heart attack bc we didn’t know about CT scans. For Father’s Day buy 12.6×411k1.2k1501.2k
29Nov 2, '25Will never understand why we insist on Daylight Savings Time & Standard Time - who in the world wants the sun to set at 5.09 pm? The day was just fine yesterday when it set at 12.1×395k5.4k25861
30Feb 22, '25Such a terrible, bitter, & sad take on America. This country is full of heroic journeys of social mobility - folks like me who started w nothing but always believed we had a sh11.8×385k4k285107
31Dec 6, '23Harvard, Penn, and MIT are all down > 50% in pre market trading on news that the tone deaf actions of their Leaders are destroying their brands. The stock market has halted trad11.6×378k1.6k9873
33Oct 9, '24A Calcium CT scan is the mammogram for the heart. Cholesterol doesn’t measure plaque - a CT scan does - and can save your life. 15 mins / $150. Free at Altimeter Annual Mtg. Have t10.8×351k84752574
34Jun 5, '25States are the laboratories of democracy. America is at its best when states A/B test these ideas & compete to win. 🇺🇸💥🚀10.6×346k8376825
35Dec 20, '24Incredible way to end the year - congrats! Top on the holiday listening list. Jared is precisely the opposite of the dis-information campaign once waged against him. He is an incre10.4×337k841119112
36May 12, '25Make EVERY child an owner w $1000 in a private account in the S&P 500 at birth! @InvestAmerica24 🚀🇺🇸💥10.1×327k1.8k205135
37Feb 25, '24This shall now be known as the Paul Graham Rule - absolute monopolies endanger themselves - they lose the self correcting imperatives of competition. Now layer on the greatest Inno9.9×322k1.1k107330
38Oct 29, '25Look forward to having @satyanadella & @sama on @BG2Pod tomorrow. The deal. The skeptics. The re-industrialization of America. Power. Chips. Models. Agents. AGI. Regulation. Jo9.7×315k8345492
39Oct 27, '25Tesla shareholders would be nuts to vote against the Elon voting / pay package that only pays out IF shareholders massively win. Passive investors should also look past ISS / Glass9.7×314k2.6k30861
40May 13, '25The House, Senate & WH are ALL getting behind @InvestAmerica24 bc 401k like accounts from birth seeded with $1000 in the S&P 500 just make sense! Bi-Partisan, Main Street, 9.3×302k1.3k11478
41Jan 19, '25Predict TikTok dark for less than 36 hours before Trump lights it back up & wins over hearts & minds of younger generations for the next decade. The Art of the Deal.8.7×282k1.2k4767
42Dec 15, '241 in 3 reading this will DIE from heart disease. The irony? The heart is a solved problem - almost all of those deaths are preventable. Take a Calcium CT Scan. $150. 30 minutes. Sa8.5×277k1.2k1331k
43Apr 13, '25The U.S. Gov’t must sell $10 T of treasuries in 2025 to finance our national debt. Assuming foreign govt demand at 35% = $3.5 T. Small reductions in demand leads to much higher rat8.3×270k1.4k263486
44Oct 21, '24Next time your doc says u don’t need a Calcium CT scan bc your cholesterol is “good” - show them this chart. Heart attacks are the most preventable cause of death - $150, 15 mins, 7.8×254k1.4k1141.9k
45Oct 3, '24Altimeter is a happy investor in both @OpenAI and @glean. I also have an angel check in @perplexity_ai. We also own $meta, $goog, $msft, $amzn who are competing. We also own $tsla 7.4×241k91044166
46Apr 11, '24This is a MUST watch. Gov’t over-reach not only slows innovation but in this case killed American jobs & handed over US consumer data to Chinese competitors. FTC acting “outsid7.4×240k1.2k176318
47Nov 4, '25The battle for the soul of America is on - utterly shocking statement by Mamdani that he believes “capitalism is theft.” Capitalism IS America & created the greatest progress i7.4×239k2.4k238131
48Feb 11, '25Brilliant articulation of America’s new pro growth, regulatory skeptical AI framework by @JDVance. More open. More ambitious. Less scared. “AI will make us more productive, more pr7.2×233k2k186318
49Oct 29, '25Respect. 🫡🚀 @sundarpichai7.2×233k1.6k3955
50Mar 27, '24Announcing - Invest America CEO Council. Outstanding CEOs who endorse helping every child share in the upside of 🇺🇸 by providing a 401k like private acct to the 3.7 M children bo6.7×218k1.1k12192
51Feb 25, '24The cultural mess at $GOOG which is NOW a product and business mess IS NOT surprising. See below my debate w @friedberg a yr ago. @sundarpichai may be a world class human being - b6.6×216k98659146
52Dec 18, '24Vote NO. Time to Get Fit! No self respecting citizen wants to confine their child to a bankrupt tomorrow just so they can over-feast at the pig trough today. Balance the Budget. @D6.5×210k2.1k27227
53Jun 25, '25“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 Ame6.2×203k1.6k14882
54Apr 14, '25It is hard to describe how quickly $TSLA FSD changes your driving behavior - and makes you happier behind the wheel! Less stress. More safe. It drives like a human. I find myself s6.1×198k2.4k15573
55Mar 2, '24I’ve been hard on @friedberg about $GOOG but he nails it here. And @chamath makes it crystal clear in 10 seconds. Set aside the stock trade - managing the shift from 10 blue links 5.9×192k79959379
56Oct 15, '25Incredible Bill. I’m the lucky one. Grateful for your friendship & always pushing my thinking - just like you have done for so many people since starting Above the Crowd 25 yrs5.6×181k1k1582
57Jan 25, '24Dropping BG2. Experimenting with open sourcing some of the great convos and debates i am lucky to have w @bgurley. Let us know what you think!5.5×179k1k71663
58Apr 11, '24The VC backlog is clearing. IPO pipeline is filling (both upround and downround IPOs) and M&A is on 🔥 - both strategic deals at great valuations and distressed deals where VCs5.3×173k80658133
59Apr 4, '25Vix spiking. Highest fear level since covid. Now things start to break. The danger w shock therapy approaches in complex systems - it’s impossible to model the negative reflexivity5.0×162k1.3k76137
60Jan 30, '25Whatever your politics,watch this if you truly want to understand why the country outside the urban coasts voted overwhelmingly for Trump & against Washington as usual. They don’t 4.9×160k2k214608
61May 12, '221/If you owned growth stocks this year - like we did at Altimeter - you got your face ripped off. As a hedge fund we expect to lose less than the indexes on the way down - this yea4.9×03.3k233592
62Feb 15, '25Perfect & direct example of how gov’t spending of borrowed $$ is inflationary & how cutting that same spending is deflationary. No doubt good people are impacted - but exce4.7×154k96485105
63Oct 13, '24Pod up. Sunday Special! As always 1.5x. 💥💥4.5×148k1.4k145738
65Nov 4, '25Beware of politicians taking your hard earned private property because they deem it “unproductive.” The road to hell is paved with good intentions. This will bury France. America w4.5×147k9137340
66Feb 22, '25The @DOGE Dividend could be a massive game changing legacy for Trump. Just one day of @DOGE savings ($3.7 B) could fund a private investment account w $1000 for every child born in4.5×146k968119117
67Nov 15, '25100% 🎯. Creating new regulations to avoid imagined harms on a doomer narrative that runs counter to the long record of economic & human progress that has invariably come from 4.2×137k1.1k6198
68Apr 30, '25MSFT - @satyanadella “we processed 50 TRILLION tokens last month.” AI nearly 50% of Azure’s + 35% y/y. Demand is growing faster than supply, accelerated in the Q - expect capacity 4.2×136k95992174
69Jan 20, '24The “empirical facts” Javier Milei cited this week when channeling Adam Smith’s 1776 Wealth of Nations. Free market capitalism is the most just economic system precisely because it4.2×136k868124170
70Jun 14, '25Invest America Act. $1000 401k like account for every child at birth. $50k at 18, $175k at age 30. 40 million kids starting in 2026! Part of the Reconciliation Bill. 🇺🇸🚀@CNBC4.1×135k1.3k90110
71Dec 25, '24🤍🤍🤍🙏4.1×132k9881818
72Feb 16, '25Not true. First, tax cuts often increase growth & gov’t revenues as in 2019 where gov’t revs up +4%. Second, reciprocal tariffs likely to generate ~ $4 T over 10 yrs. Together,4.0×131k8016292
73Oct 19, '25In the Age of Mamdani & Bernie, it’s in vogue again to attack capitalism & success. But it is precisely this system of incentives & freedom that has done more to lift t4.0×130k981113162
74Sep 26, '25Pod Up. Pure Jensen. Listen twice at 1.5x - lots of nuance in the words that matter. 🇺🇸3.9×127k72864283
75Sep 25, '25A couple hour $NVDA banger dropping today or tomorrow. From the OpenAI deal (yes including bubbles & round tripping) to ASICS TPUs & competitive moats, to export controls &3.8×124k1.1k49126
77Jun 23, '24Kudos to Vanguard for rejecting ISS and voting in support of @elonmusk at $TSLA. Passive investing does not mean blindly following ISS orthodoxy. 💪🚀3.4×110k1k7956
78Oct 24, '22We just published an Open Letter to Mark Zuckerberg and the Meta Board urging them to tighten their belt and sharpen their investment focus. The plan would 2x annual FCF to $40B, d3.3×02.1k168334
79Jun 15, '25US export controls banning Nvidia in China are huge mistake - handing monopoly profits, data & developers in massive China mkt to Huawei will accelerate their AI stack around t3.3×106k8248986
80Apr 27, '25Invest America Legislation has an incredible opportunity to be passed into law as part of the Reconciliation Bill this Summer. 40 M kids w private investment accounts by 2026. Lift3.2×104k8037049
81Oct 9, '25Legendary stuff. And what I love the most - total humility, love of country & even more love of family. 🙏🇺🇸🫡3.0×97k1.1k3041
82Sep 10, '24“The rate of improvement in AI is faster than any other technology I have ever seen by far.” @elonmusk “As a computer scientist I have never seen anything like the speed of AI brea2.8×90k80071106
83Dec 3, '24Kangaroo Courts alive & kicking in 🇺🇸 - Judge Kathaleen McCormick’s activist decision to deny the legitimate will of $TSLA owners should be decisively over-turned. @bgurley2.8×90k1k10140
84Apr 24, '25Tesla FSD transforms the driving experience - way more than I first thought possible. I suspect the pricing umbrella / willingness to pay will be very high once people really start2.7×89k8264323
85May 22, '25It’s actually happening. 🇺🇸🚀2.6×86k92977104
86Apr 7, '25Navarro nuclear style tariffs is not what people voted for - they will break the US economy NOT make us great again. CEOs support pro business Trump who promised precision guided t2.6×86k8176542
87Jun 13, '24Congrats TX! In the great A/B test of American federalism, TX is winning at business. Lower taxes, less regulations, and a collaborative approach to biz works! A key part to Americ2.6×86k8224311
89Apr 15, '25Massive momentum in DC for @InvestAmerica24. Goal - launch 40 M kids w an investment account on our 250th bday - July 4, 2026! No better way to help Main Street - kids more likely 2.6×83k1k91211
90Dec 28, '24The debate that should have never been is now over - America will secure our borders AND continue to welcome the best & brightest of every race & religion to help build the2.5×81k8866520
91Sep 9, '24The Besties & @theallinpod are absolutely scorching it - fun to see friends at the top of their game - having so much fun learning together - and making such important contribu2.4×79k1.3k3944
92Dec 6, '24Boom! Congrats @DavidSacks! This bodes incredibly well for the future of American AI, crypto, science & tech. Whatever your differences, David is brilliant & cares deeply a2.4×78k1.5k6723
94May 16, '22⁦@elonmusk⁩ is a national treasure. His intellect and this 90 min pod is epic. I can’t believe ⁦@bgurley⁩ and I have to follow this. 🔥🔥🔥 ⁦@theallinpod⁩ ⁦@chamath⁩ ⁦@Jason⁩ ⁦@Dav2.4×02.1k79133
95Jan 7, '25No leader has navigated the last 2.5 yrs better than $META & Zuck. Massive efficiency, double down on AI & now full pivot away from European style censorship to Twitter sty2.3×75k1.5k6953
97Apr 18, '24“If you’re one of the few who are tempted to think we’re going to overlook conduct that violates our policies, think again.” May the spark turn into a 🔥. $GOOG finding its voice, 2.2×72k8503956
99Oct 12, '24🔥🔥2.0×66k9694147
100Oct 13, '24Team 🇺🇸🇺🇸. Congrats @SpaceX @elonmusk 🚀0.7×22k901198

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