RT @altcap: China. China. China. Gurley goes back to China & we break down @danwwang new book Breakneck - what China’s innovation surge ca….

Altimeter Partner @apoorv03 joined @MollySOShea on the Sourcery podcast to discuss:. - OpenAI’s growth.- AI Supercycle Mirrors Past Technology Shifts.- “Speed Is the Only Moat”.- Power Law of VC.- XBOW & the Future of Cybersecurity.- Palantir Culture → Forward Deployed.

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RT @jaminball: Snowflake quarter:. - $1,145m rev (+32% YoY) vs $1,084m consensus (6% beat).- $1,128m next Q product rev guidance vs $1,118m….

RT @treiner5: How Hotels Can Thrive in an Agentic AI World: From SEO to MCP. With the launch of GPT 5, operator, and a slew of Agentic AI t….

🚀 Exciting news at Altimeter: @FredaDuan has been promoted to Partner!. Freda invests at the intersection of autonomy, crypto, and bold technologies—researching on self-driving cars, robotics, digital finance, and disruptive breakthroughs that push society forward. A lifelong

RT @altcap: Making our critical supply chains - especially rare earth magnets - more resilient is grt for our economy & our natl security.….

RT @altcap: As inference exploded & compute remained constrained, specialized inference clouds (w varying degrees of price / speed advantag….

RT @treiner5: AI Agents and the Future of Grocery Delivery. Imagine never touching a grocery app again, your personal AI agent knows your f….

RT @jaminball: This week on Clouded Judgement: Workflows Are the New Databases. - Median software multiple: 4.8x.- High Growth software med….

RT @treiner5: Last week $AMZN announced a massive expansion of it's same-day grocery delivery and is now offering perishable items in over….

RT @jaminball: Huge release from the @livekit team! You can now build, test, monitor and scale voice agents all from a single place. The fu….

RT @altcap: 3 yrs since launch of ChatGPT & OpenAI may hit $500 B. Google hit $500 B in 2016 w ~ $90 B revs, $20 B net income. Meta in 20….

RT @apoorv03: XBOW team unleashing the best of @OpenAI While GPT-5 was post trained primarily on coding and design it has had a surprising….

RT @MeghanKReynolds: Interesting data by @PeterJ_Walker and @cartainc . What stands out: .- over 12 years in, and only roughly half of fund….

RT @jaminball: This week on Clouded Judgement: The Return of Software. - Median software multiple: 4.7x.- High Growth software median: 30.5….

RT @apoorv03: Great interview @oegerikus.

RT @K2SpaceCo: We were thrilled to host Congressman @tedlieu at K2 last week. The Congressman walked our production floor, met the people b….

We’re proud to see @livekit named one of Forbes’ 2025 Next Billion-Dollar Startups! From powering ChatGPT Voice Mode to enabling 25% of 911 emergency calls in the U.S., LiveKit supports 125K+ developers at companies like Meta and Microsoft, handling 3B+ calls every year.

RT @ekriessmann: 🌎🧲 Rare-earth magnets are the backbone of the modern economy. Irreplaceable inputs for AI, defense, robotics, autonomy and….

Big congratulations to @selinazwang and @palak_go on the launch of their new podcast On the Fly! . They’re kicking things off with @jeffwsurf, CEO of @windsurf, on leading when the stakes are high. Proud to see this take flight.