TBPN
3 episodes · 2026
- The AI Slowdown Debate | Diet TBPN · September 14, 2026
- SpaceX Takes Off, Cursor's Wild Rise, Snap Bets on AR Glasses | Diet TBPN · June 17, 2026
- Gavin Baker: SpaceX Might Be the Greatest Company of All Time · June 15, 2026
Gavin Baker turns up in 11 episodes across 8 different podcasts in our catalog — as the guest on some, as the subject on others. Grouped by show below, so you can see how each one covered them, which is the comparison no single show's own site can make. Every episode links to a free summary.
3 episodes · 2026
2 episodes · 2026
1 episode · 2026
1 episode · 2026
1 episode · 2026
1 episode · 2026
“There are no dark GPUs.”
— Gavin Baker · Is AI a Bubble? | Gavin Baker on Data Centers, GPUs, and the AI Economy
“If you were a frontier model without access to unique valuable data and internet scale distribution, you're the fastest appreciating asset in history.”
— Gavin Baker · Is AI a Bubble? | Gavin Baker on Data Centers, GPUs, and the AI Economy
“It is definitionally impossible, given what we just discussed, to succeed in AI without gross margin pressure.”
— Gavin Baker · Is AI a Bubble? | Gavin Baker on Data Centers, GPUs, and the AI Economy
1 episode · 2026
1 episode · 2026
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