Gavin Baker
Atreides Management managing partner and CIO, ex-Fidelity OTC Portfolio manager
Atreides Management managing partner and CIO, ex-Fidelity OTC Portfolio manager
Every podcast episode featuring Gavin Baker that Attunex has found: 38 interviews and appearances across 14 shows between 2019 and 2026. Most often on All-In with Chamath, Jason, Sacks & Friedberg (11), Invest Like the Best with Patrick O'Shaughnessy (7) and The a16z Show (3). Often in conversation with Chamath Palihapitiya, David Friedberg and David Sacks. Follow Gavin in Attunex to get new appearances automatically, each with an on-device transcript and summary.
Follow Gavin Baker in AttunexUpdated 2026-10-14.
Alex and Jordan distill Gavin Baker's sharpest recent commentary on AI and investing — from Invest Like the Best, the a16z podcast, CNBC, and his own writing. Hosted by Eric.
The public clash between Gavin Baker, David Sacks, and Dario Amodei on the All In podcast exposed a fault line in the AI industry: are safety rules genuine protection or regulatory capture designed…
¿Qué tienen en común Nvidia, Tesla, Micron, SpaceX y algunos de los grandes ganadores de la inteligencia artificial? Gavin Baker lleva años buscando oportunidades precisamente donde otros todavía no…
这周两件事：美光纪录财报说「更紧」；东芝扩产报道一出，两家硬盘公司各跌一成。 海力士：二季度利润率 76%，股价从 6 月高点最多跌五成多，10 月 2 日仍低 37%。 三个抽屉：仓库（NAND、硬盘）、操作台（DRAM、HBM）、桌上材料（KV cache）。 压缩这条反方：BitNet、KV cache 压缩、只留摘要、固定权重芯片；杰文斯效应。…
Tj and Charles dig into gifting questions that they see, investing in markets and a story from Gavin Baker on being nice and how it changed his life.
当AI需求远远高于算力供给，顶尖实验室为何可能主动牺牲数千亿美元推理收入，把资源重新押注下一代模型训练？本期「AI快递」深度解析Gavin Baker与a16z合伙人的对谈，拆解算力竞赛背后的资本回报、模型生态与基础设施逻辑。…
📝 本期播客简介 本期我们克隆了：The a16z Show Gavin Baker: Why AI Demand Is Outrunning Compute Supply 原内容更新时间：Mon, 31 Aug 2026 本期节目由 a16z 普通合伙人 David George 主持，对谈嘉宾是投资机构 Atreides Management 创始人兼 CIO Gavin…
a16z’s David George sits down with Gavin Baker to unpack the state of the AI boom, why demand for intelligence may still be dramatically underestimated, and why the outcome doesn't necessarily have…
AI may be growing faster than the infrastructure built to support it. In this condensed version of the a16z Podcast conversation with Gavin Baker, you’ll hear why he thinks the real story is a…
OpenAIが「全ての人にAGIを届ける」なら、Anthropicは何のためにAIをやっているのか。ギャビン・ベイカーがオールインで「ダリオは将来、世界に残る民間企業はAnthropicだけになると話していた」と伝え、社員が否定し、普段Xを使わないダリオ本人が長文で応戦した回です。噂の真偽より、なぜその話が信じられる土壌があるのか、規制で権力は集まるのか、足りないのはPRなのか成果なのか。レスバの…
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August 17, 2026: I look at Gallup's new research showing that AI adoption can improve or damage workplace culture depending heavily on one person: the direct manager. Then I get into Siemens CEO…
The artificial-intelligence buildout is entering a new phase. The largest cloud companies are still increasing capital spending. NVIDIA has now gone one step further: it announced partnerships with…
[Barely Possible 2026-08-17] Today's episode: • Bloomberg says Stripe is buying OpenRouter for $7B+ — roughly 5x its ~$1.3B May valuation, betting on the AI billing tollbooth. • Dario Amodei calls…
Dario Amodei 重申 Anthropic 支持放慢 frontier AI、保留 open-weights 發展空間。 這場對話從一則被 Sholto Douglas 指為「完全錯誤」的說法開始，延伸至開放模型、AI 產業的公共敘事、就業衝擊，以及 AGI 可能重塑企業與經濟的長期問題。 罕見的公開回應 2026 年 8 月 15 日，Sholto Douglas 表示，他認同…
📝 本期播客简介 本期我们克隆了：知名播客 All-In Podcast Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback 原内容更新时间：2026-08-14 本期节目由 All-In Podcast 的几位科技投资人主持，包括 Chamath、David Sacks…
A disagreement on X between Anthropic CEO Dario Amodei, investor Gavin Baker, and Anthropic researcher Sholto Douglas turned into a much bigger argument about where power should sit in an AI-driven…
(0:00) Gavin Baker joins the show! (2:36) Anthropic IPO report: $2T valuation, $100B+ run rate, October listing (27:32) Zuck's AI manifesto: What it means for Meta and frontier AI (56:41) All-In…
On this special episode of Invested, Michael Eisenberg pulls together the sharpest AI arguments from the last year of the show and puts them in conversation with one another. You'll hear from Gavin…
Google’s AI leadership is being reordered as Demis Hassabis changes roles, Jeff Dean departs after 27 years, and power appears to shift back toward Silicon Valley and Sergey Brin. But the bigger…
SpaceX was down 35% since IPO and the unlock ladder is landing exactly as Rik called it on episode 15. Rik and Ben grade 25 episodes of AI calls: Anthropic vs OpenAI, Claude vs Codex vs Cursor, and…
August 6, 2026 – Has the AI debate reached a turning point? Zach Abraham and Chase Taylor revisit one of their biggest investing themes after hearing a compelling counterargument from venture…
🔥【核心洞察】 AI股7月直线暴跌40%-60%：2026年7月，AI相关股票经历了一场惨烈抛售，许多AI股直线下杀40%至60%。费城半导体指数从6月纪录高点累计跌幅达20%，正式步入熊市。 但每一项基本面指标都在加速：知名科技投资人Gavin…
Michael Parekh, former lead internet analyst at Goldman Sachs, is back for a conversation that opens with one of the strangest stories of the cycle: Leopold Aschenbrenner's Situational Awareness fund…
My guest today is Gavin Baker, founding partner and CIO of Atreides Management. This is our seventh conversation, and just two months after Gavin's last appearance. It's about the gap between what…
📝 本期播客简介 本期我们克隆了：知名播客 Invest Like The Best The AI Selloff Doesn't Match the Data | Top AI Investor Explains 原内容更新时间：2026-08-04 2026年7月，AI和半导体市场经历了一场剧烈抛售，大量AI股票从高点下跌50%到60%。主持人Patrick…
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 biggest story right now is that AI is getting cheaper to build, harder to monetize, and more expensive to support. At the same time, markets are rotating out of crowded winners while geopolitics…
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…
This week on Generating Alpha, I sat down with Gavin Baker, founder and CIO of Atreides Management, one of the most respected technology-focused investment firms in the market today. Gavin grew up in…
(0:00) Gavin Baker and Travis Kalanick join the show! (1:05) Mamdani-endorsed socialists sweep congressional primaries in NYC (22:51) Future of the Democratic Party, the Israel issue, social media…
(00:57) - Freedom 250 Recap (04:43) - Bo Nickal, a former Penn State wrestling champion turned UFC middleweight fighter, recently secured a first-round knockout victory over Kyle Daukaus at UFC…
This is our full conversation with Gavin Baker. We discuss the aftermath of the SpaceX IPO, why he believes SpaceX could become the most important company of all time, how AI infrastructure and…
IPO price. $135 Retail. Process. Allocation. Confirmation Gavin Baker on 4th largest cloud ahead of Oracle . Jensen likes to give GPu’s to people that can use them Brad Gerstner on how “smart” people…
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…
📝 本期播客简介 本期我们克隆了：科技与市场圆桌播客《Bg2 Pod》 The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang 原内容更新时间：2026-06-11 本期节目是一场信息密度极高的科技与资本市场讨论。主持人 Brad Gerstner 邀请…
Brad Gerstner sits down with Gavin Baker and Andrew Fox of Atreides Management, alongside Altimeter partner Clark Tang, to break down one of the biggest questions in tech and markets: how should…
📝 本期播客简介 本期我们克隆了：科技与商业深度访谈播客《Heller House》 Gavin Baker interviews SpaceX CFO Bret Johnsen at Mission Control Jun 9, 2026 本期嘉宾 Bret Johnsen 是 SpaceX 首席财务官，他和科技投资人 Gavin Baker 在 SpaceX…
(0:00) Brad Gerstner, Gavin Baker, and Kelly Rodriques join the Besties! (0:47) Secondary Markets are Booming & Competing with IPOs (3:10) Why Companies are Staying Private So Long? (9:22) SPVs, the…
The best investors are always searching for alpha, but sometimes, it's as easy as listening to the top AI leaders who have their ear to the ground. With the beauty of AI, it's never been easier to go…
📝 本期播客简介 本期我们克隆了：硅谷顶级科技与宏观评论播客《All-In Podcast》 SpaceX’s $2T Case, Nvidia’s Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis? 【本期存在删减】 本期节目是一次横跨 AI、太空、芯片、宏观与地缘政治的高密度讨论。Jason…
In this episode, we discuss Gavin Baker’s view that AI is a super cycle, with the biggest opportunities in infrastructure, chips, memory, and power rather than software. It's interesting to pit him…
AI, SpaceX, Nvidia, and macro risk all collide in this sharp All-In discussion about who controls the future. This condensed recap turns the full episode into a quick takeaway, covering Chamath…
(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,…
Podcast : Invest Like the Best with Patrick O'Shaughnessy (LS 67 · TOP 0.05% what is this? ) Episode : Gavin Baker - Nvidia v. Google, Scaling Laws, and the Economics of AI - [Invest Like the Best,…
Podcast : Invest Like the Best with Patrick O'Shaughnessy (LS 67 · TOP 0.05% what is this? ) Episode : Gavin Baker - Watts and Wafers - [Invest Like the Best, EP.473] Pub date : 2026-05-20 Get…
In Episode 45, Pierson and Bilal cover the week that changed a few things — Google I/O delivered a mixed bag, Karpathy walked into Anthropic, and OpenAI's model autonomously cracked an 80-year-old…
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…
📝 本期播客简介 本期我们克隆了：Patrick O'Shaughnessy 主持的投资访谈播客《Invest Like the Best》 Watts, Wafers, and the Future of AI Infra | Gavin Baker 这是一场关于 AI、资本市场、基础设施和未来秩序的高密度对话。Atreides Management 创始人 Gavin Baker…
Gavin Baker is the Managing Partner and Chief Investment Officer of Atreides Management, which oversees $7 billion across public, private, and crossover strategies focused on technology and the…
On this special episode of Invested, Michael Eisenberg curates the most compelling conversations and sharpest ideas from across our 2025 episodes. From Gavin Baker’s contrarian argument that climate…
Everyone is racing to build “smarter” AI. But what if that’s no longer the point? In this episode, we break down why saving you hours matters more than sounding clever and why this shift changes…
📝 本期播客简介 本期节目，我们克隆了 Gavin Baker - Nvidia v. Google, Scaling Laws, and the Economics of AI - [Invest Like the Best, EP.451] 邀请到 Patrick 的老朋友、硅谷顶尖投资人 Gavin Baker。Gavin…
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…
The source provides an extensive transcript from a YouTube video featuring a conversation between Gavin Baker and David George from the venture capital firm a16z, focusing on the current state and…
The source provides an extensive transcript from a YouTube video featuring a conversation between Gavin Baker and David George from the venture capital firm a16z, focusing on the current state and…
In this conversation from a16z’s Runtime conference, Gavin Baker, Managing Partner and CIO of Atreides Management, joins David George, General Partner at a16z, to unpack the macro view of AI: the…
On this episode of Invested, Michael sits down with Gavin Baker who is the Managing Partner and Chief Investment Officer of Atreides Management, LP. In addition to overseeing investments and research…
(0:00) Bestie intros! Gavin Baker, Ben Shapiro, and Phil Deutch join the show (7:32) GPT-5 underwhelms, benchmark saturation, OpenAI's product excellence (18:14) AI's TAM, ROIC, and energy…
(0:00) The Besties welcome Gavin Baker! (1:51) Markets: Pricing in tariffs, Trump vs. Powell, solving the debt crisis (19:24) The $10 trillion AGI prize, what artificial general intelligence and…
The Newsmax IPO volatility and CoreWeave IPO bounce show signs of irrational IPO buying, which could entice bankers to launch more public offerings. But the Trump tariffs overshadow the broader…
(0:00) The Besties welcome Gavin Baker back on the show! (1:20) Nvidia balance sheet questions, CoreWeave IPO, M&A/IPO bounce back (16:22) US vs China in AI: Manus, China building its own Nvidia, and…
(0:00) The Besties welcome Gavin Baker and recap ski week! (5:38) Biggest Political Winner (9:26) Biggest Political Loser (17:34) Biggest Business Winner (32:43) Biggest Business Loser (46:54)…
(0:00) Bestie announcement! (2:53) Gavin Baker and Joe Lonsdale join the show (4:14) State of the Trump Bump: Debt focus, Deregulation, America's lucky position (20:08) Trump nominates Paul Atkins as…
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. He is one of my favorite investors to talk to and this…
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Michael Steinhardt offered invaluable insights into investing, emphasizing the importance of conviction, balance, and the willingness to acknowledge mistakes. This rings especially true in the…
It was another week of exciting news in the world of AI! Paul and Mike discuss recent ChatGPT announcements from OpenAI’s inaugural DevDay, xAI’s announcement of their new conversational AI agent…
Listen in podcast app and follow below for the podcast topic arc. * The state of Movie Theatre / Box Office releases * US Open Highlights * Market Update * Gavin Baker and the bright future of Ai *…
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(0:00) Bestie intro! (1:10) Google's mixed bag, Big tech leaves the growth phase, macro picture (24:21) AI update: new projects, global enablement, early adoption (37:38) SF CRE continues to…
(0:00) Antonio Gracias and Gavin Baker join to discuss SpaceX's Starship launch (28:58) Fox News settles with Dominion Voting Systems, will pay $787M (40:38) AI update: Reddit to start charging for…
Guy, Dan, and Danny discuss what’s priced into the markets (4:31), the threat of stagflation (9:13), the flattening yield curve (17:15), and revenge of the meme stocks (23:26). Later, Dan and Guy sit…
My guest today is past guest Gavin Baker, managing partner and CIO of Atreides Management. Gavin’s focus is on consumer and tech growth investing, which makes him the perfect person to discuss the…
My guest today is with past guest Gavin Baker, the founder and CIO of Atreides Management, LP. We discuss investing during a bear market and the major ways in which the COVID19 outbreak has…
My guest this week is Gavin Baker, the founder, and manager of Atreides Management. I met Gavin in the same way I meet many of the most interesting people, on twitter. His focus is on consumer and…