Last week the S&P 500 hit fresh record highs twice, yet Michael Burry warned the market could be setting up for a "1987 type fall." The rally has led some investors to believe the worst of the…
Gavin Baker — Podcast Appearances & AI Summaries
Gavin Baker has appeared on 7 podcast episodes in our AI-summarized catalog, including Prof G Markets, Invest Like the Best with Patrick O'Shaughnessy, a16z Show. Every appearance below has a free 5-minute AI summary.
What Gavin said
“There are no dark GPUs.”
— Gavin Baker
“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
“It is definitionally impossible, given what we just discussed, to succeed in AI without gross margin pressure.”
— Gavin Baker
Episode appearances
7 
In July 2024, AI-related stocks fell 50-60% from their highs, driven by a cascade of narratives that investor Gavin Baker believes are mostly wrong. Baker, who spends his summer in Silicon Valley…
Is the current wave of AI investment a bubble? Gavin Baker, managing partner and CIO of Atreides, makes a direct comparison to the year 2000 telecom bust to argue that it is not. His central…
SpaceX's Market Cap Explodes, Cursor Deal Closes, and Snap Enters the AR Glasses Fray SpaceX went on an absolute tear in after-hours trading, adding so much market value that Elon Musk reportedly…
The SpaceX IPO and the Token Path Economy SpaceX's IPO executed with unusual precision—a clean 20% pop rather than the dramatic 70% spike-and-crash pattern that marks most high-profile debuts. But…
SpaceX moved from having no presence in the AI hyperscaler rankings to number four in roughly thirty days after signing large cloud deals with Google and Anthropic. SpaceX IPO valuation drivers…
The AI Super Cycle: Why Gavin Baker Bets on Watts and Wafers Gavin Baker has been investing in Nvidia for over 20 years, and his current $4.1 billion portfolio is built on a single conviction: AI…
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