David Rosenthal: belief

Transcript context

…Listeners, to tell the story right, we are joined today by Brad Gerstner, the founder of the firm. Actually, to tell you the truth, he is joined by us. We actually recorded this episode in person even with video, stands, microphones, everything at the Altimeter office on Sand Hill Road. For those of you who don't know, Brad has had an unbelievable career starting five companies. He's got a very different mentality than your classic hedge fund guy. On the investing side, he led the Series C in Snowflake and still owns a massive stake of the company. He's led large investments and sat on the board of companies you know, like MongoDB, Roblox, Zillow, and Plaid. He led the SPAC that grabbed the public in Southeast Asia. He is widely known as one of the most knowledgeable people in the world on the business of online travel after his involvement in Expedia, Orbitz, Uber, and many others. You forgot maybe the most important part. I think he's the number one bestie guestie on our friends over at the All-In pod. I think that's probably right. We will cut over to our interview with Brad now. Please do know ahead of time that you can discuss this episode and everything else in the tech world afterwards with us at acquired.fm/slack. Join 11,000 smart, thoughtful people like yourself. We have some awesome new LP Show content out there. You can search the Acquired LP Show in the podcast player of your choice. Lastly, this is not investment advice. Do your own research. Now over to Brad Gerstner from Altimeter Capital.…

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