The Minutes of Brad Gerstner on performance https://minutesof.com/brad-gerstner/on/performance/ Everything Brad Gerstner has said on performance: 2 verbatim quotes between January 2026 and May 2026, each with a timestamp and a link to the recording… en Fri, 23 Oct 2026 11:01:33 +0000 Gerstner reports last month was Altimeter's best month ever in over twenty years. https://minutesof.com/q/3693b4d6-297e-411e-b25d-ff28b9a2b4d9/ https://minutesof.com/q/3693b4d6-297e-411e-b25d-ff28b9a2b4d9/ “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.” — Altimeter Capital Tue, 05 May 2026 22:10:35 +0000 performance Gerstner cites 5x inference and 3.5x training performance improvements on NVIDIA Rubin chips. https://minutesof.com/q/6f93f4d3-32b3-4a01-894a-5b1ef572640b/ https://minutesof.com/q/6f93f4d3-32b3-4a01-894a-5b1ef572640b/ “He just improved his inference performance by five x, not even including Grok, which I think will give him, you know, another huge boost.” — Altimeter Capital Wed, 07 Jan 2026 22:13:03 +0000 performance