Cover art for Acquired

Ben Gilbert

Acquired

Altimeter (with Brad Gerstner)

Published
March 15, 2022
Duration
1h 53m
Summary source
description
Last updated
Jun 24, 2026

Discusses investing.

Summary

We hear a lot these days about hedge funds becoming venture firms, and venture firms becoming hedge funds. But a decade before either of those approaches became mainstream, a tiny $3m fund in Boston named Altimeter Capital set out simply to invest in a concentrated portfolio of America’s very best technology companies, regardless if they were public or pr…

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Show notes

We hear a lot these days about hedge funds becoming venture firms, and venture firms becoming hedge funds. But a decade before either of those approaches became mainstream, a tiny $3m fund in Boston named Altimeter Capital set out simply to invest in a concentrated portfolio of America’s very best technology companies, regardless if they were public or private. Today that tiny firm has grown to nearly $15B under management and become a premier “capital partner” to founders at all but the very ea

Themes

  • investing