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@altcap "Nothing has failed & to set the record straight - both @CerebrasSystems and @GroqInc have record revenues & both just raised huge up rounds bc while true that @nvidia will remain the backbone of global AI infra - specialty infra in a multi trillion market is still huge biz. 🚀"
X Link @altcap 2025-10-04T18:40Z 180K followers, 84.4K engagements

"A couple hour $NVDA banger dropping today or tomorrow. From the OpenAI deal (yes including bubbles & round tripping) to ASICS TPUs & competitive moats to export controls & competing w China to H1Bs the America Dream & Invest America and yes Elon too. 🫡 @BG2Pod"
X Link @altcap 2025-09-25T15:09Z 180K followers, 123K engagements

"Agentic commerce will be so natural it will feel like it always existed. My GPT will buy my black T-shirts book my hotel rooms & give me an awesome feed of product ideas. Like the perfect assistant - never fill out a web order form again"
X Link @altcap 2025-09-29T18:29Z 180K followers, 103K engagements

"Legendary stuff. And what I love the most - total humility love of country & even more love of family. 🙏🫡"
X Link @altcap 2025-10-09T23:04Z 180K followers, 96.9K engagements

"Being America FIRST does not mean being anti China. In fact reflexive anti-China is often self defeating. It means getting a great & fair deal for America that advances our vital interests"
X Link @altcap 2025-10-12T19:58Z 180K followers, 142.1K engagements

"The INVEST AMERICA ACT. Passed July X 2025. Accounts established & funded July X 2026. Because every child deserves to share in the upside of America. Happy birthday America Never perfect. Always rising"
X Link @altcap 2025-07-04T11:01Z 180K followers, 2.1M engagements

"We must have Federal action to pre-empt the insane patchwork of unworkable virtue signaling AI regulation that is emerging from states like CO. It offers no protection but bogs down American AI progress & threatens our global leadership. More on next @BG2Pod. @DavidSacks"
X Link @altcap 2025-10-12T13:54Z 180K followers, 153.3K engagements

"@Rich_Barton @bgurley @BG2Pod @AltimeterCap Whats the over/under in weeks until Bill will have a burning topic he wants to come on & talk about 📈"
X Link @altcap 2025-10-15T12:33Z 180K followers, 1569 engagements

"Markets China AI Bubble Talk VC re-industrialization OpenAI $NVDA @RobinHoodNYC @InvestAmerica24 & more. Always grt to chop it up w @andrewrsorkin @BeckyQuick & @JoeSquawk . XXXX AM ET. 🚀🚀"
X Link @altcap 2025-10-14T18:54Z 180K followers, 50.8K engagements

"All kids under age XX are eligible to open an Invest America / Trump Account & all kids under X (born after Jan X 2025) will automatically receive a $1000 kickstart from the Treasury. Sign ups will begin soon & accounts will be funded / launched next June / July. 🚀"
X Link @altcap 2025-09-28T17:49Z 180K followers, 461.9K engagements

"The goal is that all kids born after July X 2026 will be as close to automatically enrolled as possible. We want ZERO friction - and XXX% enrollment. You have a an automatic security account for retirement and an automatic prosperity account for your life 🚀🚀"
X Link @altcap 2025-09-28T18:09Z 180K followers, 18.7K engagements

"Missed @friedberg but always fun to chop it up. 🫡💥"
X Link @altcap 2025-10-11T01:17Z 180K followers, 71K engagements

"2 gigs to XX gigs. Massive unmet demand means revs approximately correlated to power & compute @gdb 📈"
X Link @altcap 2025-10-07T10:37Z 180K followers, 56.7K engagements