Results for "Atreides Management"
Keyword scan across titles, descriptions, summaries, and tags. For interview listings, try Guest appearances.
7 results
Episodes
StandardSummaries only11AM Hour: Circle CEO on Bank Charter Approval, Atreides Management CIO Gavin Baker on Tech & Archer Aviation CEO on New Aircraft 7/20/26
Squawk on the Street· Jul 20, 2026
Circle CEO Jeremy Allaire joins to discuss the company's recent approval to operate as a trust bank and crypto regulation at large. Then, Atreides Management CIO Gavin Baker shares his outlook for the tech sector, SpaceX…
ai-regulationinvesting
Intelligent Report20VC: "Anti-Data Centres is a Chinese Psyop" | How Many Planned Data Centers Will Actually Get Built? | Is Energy AI's Biggest Bottleneck? With Thomas Sohmers, Co-Founder @ Positron
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Sep 19, 2026
Positron AI's Thomas Sommers breaks down why anti-data center sentiment may be a Chinese psyop, why frontier AI companies are secretly printing money, and what GPT-6 Astra can now do that no model could before.
inferenceinvesting
StandardSummaries onlyIs AI a Bubble? | Gavin Baker on Data Centers, GPUs, and the AI Economy
The a16z Show· Jul 14, 2026
As part of our summer replay series, we're revisiting one of the standout conversations from Runtime, a16z's conference on AI infrastructure and the future of computing. Gavin Baker, Managing Partner and CIO of Atreides …
ai- StandardSummaries only
11AM 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- Intelligent Report
Gavin Baker - AI Market Jitters
Invest Like the Best with Patrick O'Shaughnessy· Aug 4, 2026
Gavin and Patrick pressure-test every bearish AI narrative after a brutal July selloff, finding accelerating compute demand, rising GPU spot prices, and improving hyperscaler cash flows despite credit market jitters.
anthropicinvesting - 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