Managing Partner and Chief Investment Officer, Atreides Management Lp
Search every verified Gavin Baker interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Gavin Baker, managing partner and CIO of Atreides Management, has recently described the current AI boom as "the most extraordinary moment in the history of capitalism," citing Anthropic's addition of $11 billion in annual recurring revenue in a single month. He has argued that the AI build-out is constrained by "watts and wafers," and that TSMC's leadership is deliberately limiting capacity expansion to avoid a bubble, which he said is helping enforce "a real-world physical constraint." Baker has also predicted that Tranium chips will play a role in 2026 similar to that of TPUs in 2025, and that code generation has become the "killer app" for monetizing AI. Baker has discussed the competitive landscape of chip design, describing the proliferation of new chip companies as "good and healthy for the world" and beneficial for Nvidia's Jensen Huang. He has compared running AI clusters to driving a Formula 1 car, stating that it is "really hard to do well," and has highlighted CoreWeave's focus on networking as a structural advantage. Baker has also suggested that orbital compute, with power from the sun and cooling from the dark side of satellites, could eventually replace terrestrial data centers.
“I think launch it it start if you're going to be a space company you know I tell people it's hard to be a space company and not have assured access to space and so we started out making sure that we had launch nailed down and Elon really focused on driving down you know the cost of access to space at a far you know uh...”
“I think that 10 million customers can become hundreds of millions of customers around the world in time. Um because of the fact that, you know, it's so much more efficient to deliver to so many different locations from space than it is terrestrially.”
“I think the next big one though is going to be AI compute. You know, and so uh we should definitely spend some more time on that. But but I think that is a market that really needs Starship to really happen. Because it's there are large payloads and you really are focused on cost.”
“We are doing this because we're very concerned about the supply chain constraints that might exist very soon in the next you know handful of years related to being able to fab out anywhere else. you know, if you look at it when when you start talking about Nvidia or you know, the AI5 chip or or um you know, a TPU, all...”
In this episode of Invest Like The Best, Patrick O'Shaughnessy is joined by Gavin Baker to dissect the unprecedented AI technology boom. Gavin explains why recent growth from companies like Anthropic represents the most extraordinary moment in the history of capitalism. They explore the critical constraints of the AI build-out—"watts and wafers"—and how capitalism, from TSMC's chip manufacturing dominance to SpaceX's potential orbital compute, is racing to solve them. Gavin also unpacks the competitive landscape of chip design, the struggles at the AI application layer, and the shifting dynami…
An interview with Gavin Baker, Managing Partner and CIO, Atreides Management, LP, at Sohn Investment Conference 2026. The discussion covers his investment philosophy, his perspective on the current AI landscape, and future technological shifts. Moderated by Jas Khaira Head, Blackstone N1.
Gavin Baker and Mansour Karam close the event with a conversation on what Deep Networking means for token economics, how ...
Atreides Management's Gavin Baker unpacks the economics of AI factories — why Model Flop Utilization (MFU) is the defining metric, why being the lowest-cost token producer wins, and why that means deploying the highest-performance infrastructure, not the cheapest. 🔗 Learn more: arianetworks.com 💼 linkedin.com/company/aria-networks-inc 𝕏 x.com/AriaNetworks
Two of the sharpest minds in tech investing break down what's really happening with AI — and why most people aren't ready. Antonio Gracias (Valor Equity Partners, early Tesla investor) and Gavin Baker (Atreides Management) join Ron Biscardi, CEO and Co-Founder of iConnections for an unfiltered conversation on AI agents, the collapse of SaaS, Tesla's secret AI dominance, Chinese killer robots, and why data centers are going to space. HIGHLIGHTS: 0:00 - Intro 3:37 - "I built an entire CRM in 2 hours" 4:25 - "We pay $100K/year for HubSpot" — is SaaS dead? 6:19 - "Software CEOs have 2-3 months t…
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 consumer. Gavin’s deep knowledge of semiconductors and AI may be second to none, but our conversation barely touches the space. We begin with Gavin’s upbringing, intellectual curiosity, and path to investing, before turning to the beliefs that shape his approach. We explore his view that investing is a search for truth best pursued through debate, intellectual honesty, and a willingness to be wrong,…
In this episode of Invest Like The Best, Patrick O'Shaughnessy sits down with investor Gavin Baker to explore the rapidly evolving ...
In this conversation from a16z’s Runtime, Gavin Baker, Managing Partner and CIO of Atreides Management, joins David George, General Partner at a16z, to unpack the macro view of AI: the trillion-dollar data center buildout, the new economics of GPUs, and what this boom means for investors, founders, and the global economy. Timestamps: 00:00 Intro 01:02 Are We in an AI Bubble? Setting the Stage with Data 02:41 Lessons from 2000: Dark Fiber vs. “No Dark GPUs” 05:07 ROI on AI: Why This Time Is Different 06:42 Nvidia, Google, and the Race to Win AI Infrastructure 08:36 Round-Tripping Deals and Com…
On this episode of Invested, Michael sits down with Gavin Baker who is the Managing Partner and Chief Investment Officer of ...
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