Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare
Iran War escalation creates significant economic uncertainty with potential oil shocks affecting inflation and midterm elections
Brad Gerstner
3 episodes on All-In Podcast
Brad Gerstner is the founder and CEO of Altimeter Capital, a growth equity firm focused on identifying and investing in market-leading technology companies. He brings deep expertise in venture capital, scaling companies, and macroeconomic trends affecting technology markets.
All Episodes with Brad Gerstner
Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick
Newly unsealed Epstein files reveal connections between prominent tech investors and Jeffrey Epstein, raising questions about due diligence and accountability in venture capital
E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner
Late-stage SaaS and internet companies have experienced severe valuation markdowns, with Instacart cutting its valuation by 40 percent as market reality sets in for overvalued private companies