Results for "Gavin Baker"
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15 results
Episodes
StandardSummaries onlyGavin 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
StandardSummaries onlyGavin Baker: Why AI Demand Is Outrunning Compute Supply
The a16z Show· Gavin Baker· Aug 31, 2026
a16z’s David George sits down with Gavin Baker to unpack the state of the AI boom, why demand for intelligence may still be dramatically underestimated, and why the outcome doesn't necessarily have to be winner-take-all.…
ai- 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 - 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
Is 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 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 ReportInside the Private Stock Market Boom: SpaceX, Anthropic, OpenAI & the Rise of Secondaries
All-In with Chamath, Jason, Sacks & Friedberg· Jun 7, 2026
Forge CEO, Atreides CIO Gavin Baker, and Brad Gerstner debate the secondary market boom, why great companies stay private too long, retail investor risks, and share their top private market picks.
openaianthropicagentsai-regulation- Intelligent Report
SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
All-In with Chamath, Jason, Sacks & Friedberg· May 22, 2026
Gavin Baker joins to break down Karpathy joining Anthropic, SpaceX's $1.75T IPO filing, Cursor's Pareto-dominant model leap on Colossus, AI's PR crisis, and why recursive self-improvement could redefine Moore's Law.
anthropic 
StandardSummaries onlyGavin Baker: SpaceX Might Be the Greatest Company of All Time
TBPN· Gavin Baker· Jun 15, 2026
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 resha…
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 
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- Intelligent Report
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
All-In with Chamath, Jason, Sacks & Friedberg· Jun 26, 2026
DSA socialists sweep NYC primaries, Mamdani's political rise, China's GLM-5.2 challenges US AI dominance, Micron smashes earnings, and Apple raises Mac prices amid tariff pressures.
openaianthropic - Intelligent Report
Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
All-In with Chamath, Jason, Sacks & Friedberg· Aug 14, 2026
Anthropic's $2T IPO, Zuckerberg's open-source AI manifesto, Nvidia's GPU financing play, and the great debate over centralized vs. decentralized AI futures.
anthropic - StandardSummaries only
Freedom 250 Recap with Bo Nickal, The Hand Anthropic Was Dealt, Fox Buys Roku | Bo Nickal, Gavin Baker, Leif Abraham, Aaron Ginn, Rafael Vivas
TBPN· Jun 15, 2026
(00:57) - Freedom 250 Recap (04:43) - Bo Nickal, a former Penn State wrestling champion turned UFC middleweight fighter, recently secured a first-round knockout victory over Kyle Daukaus at UFC Freedom 250, held on the W…
anthropic 
StandardSummaries onlyGavin McKenna: NHL's Next Big Thing
Calgary Flames News Today | 2 Min News | The Daily News Now!· Apr 13, 2026
Gavin McKenna, a left-handed left winger from Whitehorse, Yukon, is a top prospect for the 2026 NHL Draft, projected to go number one or two overall. He made history as the first from his territory drafted first overall …
hockey