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Altimeter Capital
432 posts
Altimeter Capital
@AltimeterCap
We research and invest in tech innovation, backing visionary founders and companies in public and private markets.
Disclaimers: altimeter.com/terms
- Altimeter Capital reposted
🇺🇸 should not be taken for granted “In the U.S., you have an opportunity. If you have talents and motivation, there's an infinite number of ways to define success and live a life where you have the option to thrive. The U.S. frees a person to pursue their talents andVlad grew up in Soviet Moldova and describes what makes America special: "When you're born outside the United States, you're exposed to a way of life that's very difficult to understand for those fortunate enough to be born here. You take certain things for granted. You assume
00:00 - Altimeter Capital reposted
I liked how @databricks laid out the 5 fiefdoms of the "Data Realm" 1. OLTP Databases 2. Data Engineering 3. Data Science 4. Data Warehouse 5. Real Time Analytics Technically there was a 6 "catch all" bucket called niche databases
- Altimeter Capital reposted
Congrats @tuhinone @amiruci @DannieHerz and @baseten team! Thrilled to double down on our partnership! 🚀🤝 
- Altimeter Capital repostedFrom prototype to production in two years. @anduriltech is the first new company to win a fighter aircraft program in more than 50 years. 🇺🇸
- Altimeter Capital reposted“Awarded four months ahead of schedule, these contracts signify that the FQ-42 and FQ-44 meet rigorous mission requirements and are ready for full-scale manufacturing.” On brand for @anduriltech 👏👏👏The Department of the Air Force has awarded multiple contracts under the Collaborative Combat Aircraft program, including Increment 1 air vehicles and mission autonomy software. Details on accelerating efforts to rapidly field next-generation combat capability:
- Altimeter Capital repostedIn the @databricks keynote today, @alighodsi talked about why the old "SaaS stack" of database + workflows + UI won't transition to the "Agent Stack." One of the core arguments was agentic workloads span multiple systems of record, so we need something new. I wrote about
- Altimeter Capital repostedThere's a new entrant in Databricks' benchmarks! Historically they would always have a red bar (for their own performance) and a light blue bar (for Snowflake). But now a yellow bar has emerged. So who's this "yellow company"? It's @ClickHouseDB Real time analytics just
- Altimeter Capital repostedAwesome keynote by @alighodsi at the @databricks summit. Some takeaways below. TLDR - Databricks is now a data processing platform, a data platform, an agents platform and an apps platform Architecture updates Iceberg / table formats - v3 is now GA: the unified data layer.
- The Virginia and Columbia class submarine programs are 50 million workforce hours short annually. And that's just one program. Chris Power (@2112Power) believes technology and retraining workers is the only path to get these programs back on track. @HadrianInc CEO Chris Power
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01:28Close to 100% of @HadrianInc's factory workforce had never set foot in a factory before. Trained in 30 days. Coming from hospitality, retail, nursing. Altimeter Partner Erik Kriessmann (@ekriessmann) and Hadrian CEO Chris Power (@2112Power) on why physical AI is creating high
