Results for "Atreides Management"

Episodes

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  StandardSummaries only

  11AM 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
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  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
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  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
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  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
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  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