SHOW DIRECTORY
Altimeter Capital
Conversations selected for BidClub's technology and investment research archive. BidClub currently indexes 1 episodes.
BIDCLUB DESCRIPTION
1 EPISODEENSELECTED SOURCE
SUBSCRIBE[Feed_]
Language
CNBC Halftime Report with Brad Gerstner - October 15th, 2026
Gerstner is tactically cautious after AI stocks’ April–May surge, but more bullish on 2027–28 as model capability drives revenue and recursive development creates “Claude Code moments.”Anthropic’s Q3 revenue of just under $17 billion, up 45% sequentially, supports his expectation of an IPO in “weeks, not months” with demand above $500 billion.CoreWeave debt and AI-safety framework remain key tests.