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Gavin Baker
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@GavinSBaker

Gavin Baker

@GavinSBaker
Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. gavin-baker.medium.com
Boston, MA
youtube.com/gavinbakerport…
Joined July 2011
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  • Pinned
    @GavinSBaker
    Gavin Baker
    @GavinSBaker
    20h
    Always fun with my old friend @DavidGeorge83 whom I deeply respect in every way. Also sometime we will have to tell the story of how we first met.
    @a16z
    a16z
    00:00
    @a16z
    a16z
    26
  • @GavinSBaker
    Gavin Baker
    @GavinSBaker
    18h
    Here is the podcast with timestamps.
    @a16z
    a16z
    @a16z
    20h
    Gavin Baker and a16z's David George on the state of the AI boom: The future doesn't have to be winner-take-all. Labs, open-source, applications, and the clouds can all capture value. Demand for intelligence is still dramatically underestimated. Today's power users number in the
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    31
  • @GavinSBaker
    Gavin Baker
    @GavinSBaker
    21h
    Talking to brilliant physicists who have thought about orbital compute for 3 hours and are convinced it will never work makes me think of this Keanu Reeves quote: “I'm at that stage in life where I stay out of arguments. Even if you say 1+1=5, you're right. Have fun."
    @firesidealpha
    Fireside Alpha
    @firesidealpha
    21h
    Gavin Baker says the physics PhDs calling orbital data centers impossible on X have not out-thought the 10,000 SpaceX engineers who treat it as solved "It's very hard for me to engage. There are all these people on X and they're like, I am a physics PhD and this is impossible."
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    321
  • @GavinSBaker
    Gavin Baker
    @GavinSBaker
    22h
    OpenAI still taking share while Anthropic likely reaccelerating. And open source is growing even faster.
    122
  • @GavinSBaker
    Gavin Baker
    @GavinSBaker
    Aug 30
    Regret the tone of my post on data centers yesterday. What I should have said: There were reasonable concerns about data centers 18ish months ago: water, taxes, jobs, electricity prices, the environment and what they would do to small towns. Well-structured data center projects
    830