Gavin Baker on Anthropic's S-1, GPU Prices, and SpaceX
TBPN
- Published
- October 27, 2026
- Duration
- 41:27
- Summary source
- description
- Last updated
- Nov 1, 2026
Discusses anthropic, agents.
Summary
This is our full interview with Gavin Baker.We discuss his biggest takeaways from Anthropic's S-1, the growing demand for GPUs and why compute prices keep rising, how SpaceX and Anthropic going public could unlock more capital for AI investment, the rise of AI agents, and why he believes Wall Street is underestimating the AI boom.TBPN is made possible by:…
Intelligent Report
Sign in to read teasers, or upgrade to Research Pro to commission intelligent report for this episode. Learn more →
Show notes
This is our full interview with Gavin Baker.We discuss his biggest takeaways from Anthropic's S-1, the growing demand for GPUs and why compute prices keep rising, how SpaceX and Anthropic going public could unlock more capital for AI investment, the rise of AI agents, and why he believes Wall Street is underestimating the AI boom.TBPN is made possible by:Ramp - https://ramp.comPublic - https://public.comCisco - https://www.cisco.comConsole - https://www.console.comCrowdStrike - https://www.crowd
Themes
- anthropic
- agents