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Brad Gerstner is the founder of Altimeter Capital, where he has invested in OpenAI, CoreWeave, and Nvidia. Listen to what he has to say about working with Dylan.

Altimeter, our team talks with Dylan and Dylan's team all the time. I think you're right. He's quickly emerged really just through hustle, hard work, doing, doing the grindy stuff that matters, I think is a benchmark for what's going on in the semiconductor industry. And we're at this, you know, I suggested we're 2 years into this, maybe, you know, this buildout. And It's been hyperkinetic. And one of the things Bill and I are talking about is as we enter the end of 2024, taking a deep breath, thinking about '25, '26 and beyond, because a lot of things are changing and there's a lot of debates and it's going to have consequence for trillions of dollars of value in the public markets, in the private markets, how the hyperscalers are investing and where we go from here.