Results for "Gavin Baker"
5 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 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 
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- StandardSummaries only
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
(0:00) Gavin Baker joins the show! (0:30) Andrej Karpathy joins Anthropic; hypergrowth and profitability (12:42) Why Americans have turned on AI, anti-human perception (27:22) Trump pulls AI EO, US-China AI relationship,…
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