Gavin Baker
TBPN
Gavin Baker: SpaceX Might Be the Greatest Company of All Time
- Published
- June 15, 2026
- Duration
- 33:08
- Summary source
- description
- Last updated
- Jun 24, 2026
Discusses ai.
Summary
This is our full conversation with Gavin Baker.We discuss the aftermath of the SpaceX IPO, why he believes SpaceX could become the most important company of all time, how AI infrastructure and "token factories" are reshaping capital markets, why sovereign AI strategies may struggle to compete with frontier labs, and what the future of data centers, orbita…
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Show notes
This is our full conversation with Gavin Baker.We discuss the aftermath of the SpaceX IPO, why he believes SpaceX could become the most important company of all time, how AI infrastructure and "token factories" are reshaping capital markets, why sovereign AI strategies may struggle to compete with frontier labs, and what the future of data centers, orbital compute, and the AI endgame could look like.TBPN is made possible by:Ramp - https://ramp.comPublic - https://public.comCisco - https://www.ci
Themes
- ai