Altimeter

Big congratulations to Selina Wang and Palak Goel on the launch of their new podcast On the Fly! They’re kicking things off with Jeff Wang, CEO of Windsurf, on leading when the stakes are high. Proud to see this take flight.

July Highlights from Altimeter 🚀 July was another month of innovation, collaboration, and growth! Here’s a snapshot of key moments across the Altimeter community this month: 📌 Portfolio News Big congrats to Hadrian on their $260M series C raise! 🎉 Congrats to XBOW on their series $75M series B raise! 🎉 HUGE congrats to Ramp on your latest round! 🚀 ✍ Thought Leadership - Jamin Ball’s latest blogs on TAMs lie, the Return of Point Solution, & Market Musings - Jamin Ball on TBPN to discuss Figma ahead of its IPO - Thomas Reiner’s blog explores decoding the restaurant tech stack - Freda Duan’s blog dives into mid-2025 reality check on autonomous vehicles & another blog on stablecoin vs Payment & Commerce Payments Protocol - Apoorv Agrawal’s thoughts on ChatGPT mobile users chart & AI nuggets from Google’s earnings  - Altitude: The Founder Library on YouTube—a new series where our investment partners sit down with the founders in our portfolio to talk about their company journeys, product vision, and the insights shaping their industries. - H1 2025 partner’s thought leadership from their latest global conferences & media interviews 👥 Team Updates Please welcome Chris Piccione, who joins as a Legal & Operations Analyst

Brad Gerstner & Bill Gurley with guest Sunny Madra discussed China Open-Source, Compute Arms Race, Reordering Global Trade & more on the most recent BG2 Pod. https://lnkd.in/g-BVgUBH

🚀 It’s been a busy first half of 2025 at Altimeter. From global conferences to top-tier podcasts, our partners have been sharing insights on AI, tech supercycles, investing, and the future of industries. Thomas Reiner, Jamin Ball, Erik Kriessmann, Apoorv Agrawal & Vivek Goyal Here’s a recap at where we’ve been—and what we’re focused on (links to watch in the comments): 👇

At Altimeter, we believe the best way to understand the future is by listening closely to the people building it. That’s why we’re thrilled to launch Altitude: The Founder Library—a new series where our investment partners sit down with the founders in our portfolio to talk about their company journeys, product vision, and the insights shaping their industries. This collection will continue to grow as we welcome new founders into the Altimeter community. We’re kicking things off with six powerful conversations. More to come! 🚀 📽️ https://bit.ly/3IDoz4N

Altimeter Partner Jamin Ball joined TBPN to reflect on one of the biggest misses of his career—a shot at one of Figma’s early rounds. He calls it his "white buffalo," and for good reason. What stood out more recently wasn’t just Figma’s trajectory, but the resilience and grit of its leadership—especially their ability to navigate a failed acquisition and keep building with clarity and ambition. Jamin also shared his thoughts on Figma’s future and their potential to thrive in an AI-native world of product design. Link to watch in the comments.

☀ Summer fun with the Altimeter Boston crew! Nothing better than a team outing to soak up the sun and celebrate great people. 😎

Congratulations Hadrian on your $260M raise! We are excited to support your mission to accelerate advanced manufacturing at scale for Team America. 🚀

June Highlights from Altimeter 🚀 Summer has arrived and the momentum continues! Here’s a snapshot of key moments across the Altimeter community this month: 📌 Portfolio News - Big congrats to XBOW on their $75M raise to support their mission to secure the world’s software in an era of AI-powered offense - Congrats to Glean on your raise to transform how enterprises unlock their collective knowledge through AI - Congrats to Ramp on their latest milestone! Proud to be both investors and power users! 🎙️ Thought Leadership - Brad Gerstner on CNBC Halftime to discuss his AI strategy on China's AI race, golden era of margin expansion, AI compute demand - Apoorv Agrawal on Bloomberg with Xbow Founder & CEO Oege de Moor to discuss how this AI agent could reshape digital defense as we know it - Thomas Reiner shared his latest blog on a data-driven look at cash-versus-equity flexibility - Selina Wang, in her latest blog post, highlights a new class of applications aggregating across enterprise data sources is becoming the most valuable software layer yet 👥 Team Update Please welcome Palak Goel, who joins as an investor on our private team focusing on Infrastructure Software & AI 🏅 Recognition - Huge congrats to Altimeter-back companies on CNBC's Disruptor 50 list! Links in comments. Let’s keep the momentum going. 🚀 Disclosures: https://lnkd.in/gn4wYf87

🚨One of the best hackers in the U.S. isn’t human — it’s an AI developed by cybersecurity startup XBOW. Altimeter Capital Partner Apoorv Agrawal Agarwal and XBOW Founder & CEO Oege de Moor joined Bloomberg Technology to dive into how AI is transforming the cybersecurity landscape — and why XBOW is at the frontier of this shift. They sat down with Caroline Hyde and Ed Ludlow to discuss how this AI agent could reshape digital defense as we know it. 🎦 Watch the full segment here: https://lnkd.in/g9nxAPds