Gerstner cites 5x inference and 3.5x training performance improvements on NVIDIA Rubin chips.
“He just improved his inference performance by five x, not even including Grok, which I think will give him, you know, another huge boost.”
Gerstner reports last month was Altimeter's best month ever in over twenty years.
“It was our best month in the history of Altimeter. And we're bouncing off, you know, a bottom that was a, you know, a tough month the month before, but we stayed the course.”