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AI Has Become Major Capital Formation Cycle, Says Altimeter

Apoorv Agrawal, Altimeter capital partner, says AI has become one of the largest capital formation cycles. He also weighs in on the IPO landscape as SpaceX and Anthropic get close to going public, with Caroline Hyde and Ed Ludlow on the sidelines of the Bloomberg Tech event in San Francisco. ——– Like this video? Subscribe…

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Apoorv Agrawal, Altimeter capital partner, says AI has become one of the largest capital formation cycles. He also weighs in on the IPO landscape as SpaceX and Anthropic get close to going public, with Caroline Hyde and Ed Ludlow on the sidelines of the Bloomberg Tech event in San Francisco.
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13 Comments

13 Comments

  1. @EmilianoUrzyu

    June 4, 2026 at 3:14 pm

    Great analysis, thank you. AERO, ONDO, SPACX26P great to pick at these prices

  2. @BartonCharters

    June 4, 2026 at 3:14 pm

    Will ETH 2x? 3x? Maybe. But add two more 00 to that for SPACX26P having 200x or better

  3. @SueBracken-n5j

    June 4, 2026 at 3:14 pm

    Red markets build believers, green markets reward them , I’m holding $SPACX26P for both.

  4. @LeandroParikh

    June 4, 2026 at 3:16 pm

    Big wallets loading or not, someone is clearly not letting SPACX26P die

  5. @MonseratEpstein

    June 4, 2026 at 3:17 pm

    Stocks at ATH, gold at ATH… next could be BTC and SPACX26P for sure

  6. @NathylaMadigan

    June 4, 2026 at 3:17 pm

    I sold some boring stock profit and threw it into SPACX26P, let’s see who wins 😂

  7. @XasminPuckett

    June 4, 2026 at 3:17 pm

    I’m down on BTC, slightly up on ETH, but my $SPACX26P position hasn’t moved an inch , that says a lot..

  8. @AnastasiaWeisenthal

    June 4, 2026 at 3:17 pm

    sitting here looking at my $27,500 $SPACX26P stack and thinking… what if this is really it?

  9. @CloudRockefeller

    June 4, 2026 at 3:18 pm

    Market makers probably loading SPACX26P quietly

  10. @NananAmorim

    June 4, 2026 at 3:20 pm

    portfolio is 31% BTC, 22% ETH, 8% SOL, 39% ~~, up from $5,800 $SPACX26P months ago

  11. @SergioAbogado

    June 4, 2026 at 3:20 pm

    that $SPACX26P pump last night was unreal… felt like 2021 again 🕺

  12. @ArizonaChapman

    June 4, 2026 at 3:21 pm

    I can feel momentum building under the surface, SPACX26P’s not done yet ⚡

  13. @AngieKaufman-v7k

    June 4, 2026 at 3:21 pm

    If X and SPACX26P end up joining forces, this could be the easiest win ever.

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Bloomberg Technology

Bloomberg Tech Event Special | Bloomberg Tech 6/04/2026

Bloomberg’s Caroline Hyde and Ed Ludlow host a special live show from the Bloomberg Tech event in San Francisco, where leaders from across tech and business are gathered to discuss how they can navigate economic and geopolitical uncertainty, and multiply the opportunities in today’s landscape. Chapters: 00:00:00 – Bloomberg Tech Begins 00:01:32 – Tom Giles,…

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Bloomberg’s Caroline Hyde and Ed Ludlow host a special live show from the Bloomberg Tech event in San Francisco, where leaders from across tech and business are gathered to discuss how they can navigate economic and geopolitical uncertainty, and multiply the opportunities in today’s landscape.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:32 – Tom Giles, Bloomberg News
00:08:06 – Ali Ghodsi, Databricks
00:15:01 – Apoorv Agrawal, Altimeter Capital
00:24:09 – Todd Mckinnon, Okta CEO
00:30:48 – Mary Daly, San Francisco Fed President
——–
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Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
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Bloomberg Technology

Anthropic President Amodei on the Future of Claude

Daniela Amodei, President & Co-Founder at Anthropic discusses the latest in model development, its commercialization strategy and current relations with the US government with Bloomberg’s Shirin Ghaffary at Bloomberg Tech 2026 in San Francisco. ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with Caroline…

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Daniela Amodei, President & Co-Founder at Anthropic discusses the latest in model development, its commercialization strategy and current relations with the US government with Bloomberg’s Shirin Ghaffary at Bloomberg Tech 2026 in San Francisco.
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:

 
Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
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Bloomberg Technology

Anthropic’s Ethicist on Whether AI Can Become Conscious

Amanda Askell, Philosopher & Ethicist at Anthropic discusses AI consciousness and managing Claude’s soul, as well as safety risks and ethical guardrails with Bloomberg’s Shirin Ghaffary at Bloomberg Tech 2026 in San Francisco. ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde…

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Amanda Askell, Philosopher & Ethicist at Anthropic discusses AI consciousness and managing Claude’s soul, as well as safety risks and ethical guardrails with Bloomberg’s Shirin Ghaffary at Bloomberg Tech 2026 in San Francisco.
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:

 
Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
Get the latest in tech from Silicon Valley and around the world here:

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