Results for "Atreides Management"
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3 results
Episodes
StandardSummaries only11AM Hour: SpaceX Opens For Trade 6/12/26
Squawk on the Street· Jun 12, 2026
We bring you full coverage of the historic SpaceX IPO as it opens for trade at the Nasdaq. Plus, we speak exclusively with the second largest shareholder in SpaceX after Elon Musk, Antonio Gracias of Valor Equity Partner…
investing
StandardSummaries onlyGavin Baker - Watts and Wafers
Invest Like the Best with Patrick O'Shaughnessy· May 20, 2026
My guest today is Gavin Baker, founding partner and CIO of Atreides Management, and this is our sixth conversation. The central theme is watts and wafers, the two physical constraints that in Gavin's view will dictate th…
aiinvesting- StandardSummaries only
Gavin Baker - Nvidia v. Google, Scaling Laws, and the Economics of AI
Invest Like the Best with Patrick O'Shaughnessy· Dec 9, 2025
My guest this week is Gavin Baker. Gavin is the managing partner and CIO of Atreides Management, and he has been on the show many times before. I will never forget when I first met Gavin in 2017. I find his interest in m…
aiinvesting