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Gavin Baker

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 chief investment officer at Atreides Management, has been active in media appearances discussing SpaceX, AI infrastructure, and market dynamics. Following the SpaceX IPO, Baker praised Goldman Sachs and Morgan Stanley for their execution, describing the offering as "flawless." He argued that Wall Street may be underestimating SpaceX's potential revenue from terrestrial AI compute, stating that if the company monetizes three gigawatts of installed power at its announced rates, that could represent $150 billion in revenue not currently reflected in models. Baker also suggested SpaceX could become "one of the most important iconic companies of all time" and possibly "the greatest." In other appearances, Baker shared his view that open-source AI models shift margin from the model layer to the infrastructure layer, and that the market is "structurally short compute." He predicted the U.S. would print at least one year of greater than 5% real GDP growth over the next four years, driven by AI and deregulation. Baker described himself as a "double down late" investor rather than someone who panics early, and said he is increasingly looking at enterprise value to net property, plant, and equipment as a valuation metric, believing "installed atoms on Earth" will appreciate. He also stated that the public market has a greater tolerance for investment and a longer time horizon than many in venture capital recognize.

Selected quotes

Recent appearances

  • CNBC's interview with early SpaceX investor Gavin Baker

    July 20, 2026 · 📺 CastKid

    Most people think the future of SpaceX depends on one thing: Starship. If Starship launches on time, the company wins. If reusability is delayed, the valuation falls apart. Technology investor Gavin Baker thinks Wall Street may be watching the wrong machine. In this full CNBC interview, Baker argues that the most important part of the SpaceX story over the next several years may not be happening in orbit at all. It may be happening inside enormous terrestrial data centers, where gigawatts of electricity are converted into AI models, tokens and revenue. His claim is striking. If SpaceX can…

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  • New SEC Chair, Bitcoin, xAI Supercomputer, UnitedHealth CEO murder, with Gavin Baker & Joe Lonsdale

    December 05, 2024 · 📺 Family Cartoon

    (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 SEC Chair, replacing Gary Gensler: What this means for crypto and other markets (41:07) Thoughts on Michael Saylor's Bitcoin play, state of defense tech, and the US/China AI competition (49:25) xAI's massive GPU cluster, expanding to 1M GPUs, how Grok 3 will test AI scaling laws, and what's next (1:08:28) UnitedHealth CEO murdered, reactions Get virtual tickets for The All-In…

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  • 2025 Predictions with bestie Gavin Baker

    January 01, 2025 · 📺 Family Cartoon

    (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) Biggest Business Deal (57:04) Most Contrarian Belief (1:12:59) Best Performing Asset (1:22:56) Worst Performing Asset (1:30:19) Most Anticipated Trend (1:38:59) Most Anticipated Media (1:43:03) Super Predictions (1:46:50) Bonus: Drones, UFOs, and more Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/fri…

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  • Episode 56: Gavin Baker - Managing Partner of Atreides Management

    February 01, 2026 · 📺 Generating Alpha Podcast

    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 Houston, Texas, the son of two attorneys, with an early obsession with history, books, and games of skill and chance. He arrived at investing almost by accident — a college internship at Donaldson, Lufkin & Jenrette introduced him to equity research, and he never looked back. After graduating from Dartmouth, he joined Fidelity Investments, where he would spend over a decade covering semiconductor…

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  • America 250 Recap with Bo Nickal, Gavin Baker Joins, Anthropic in Washington, Le Chaton Fat

    June 15, 2026 · 📺 John Coogan

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  • America 250 Recap with Bo Nickal, Gavin Baker Joins, Anthropic in Washington, Le Chaton Fat

    June 15, 2026 · 📺 TBPN

    00:05:32 Freedom 250 Recap 00:09:18 Bo Nickal, a former Penn State wrestling champion turned UFC middleweight fighter, recently secured a first-round knockout victory over Kyle Daukaus at UFC Freedom 250, held on the White House South Lawn. In the conversation, Nickal discusses his early awareness of the event, having known seven months prior that he would be on the card, which allowed him to prepare thoroughly. He reflects on the unique atmosphere of the fight, noting the supportive crowd reminiscent of his college wrestling days, and shares his plans to capitalize on the media attention post…

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  • Gavin Baker: SpaceX Might Be the Greatest Company of All Time

    June 12, 2026 · 📺 TBPN

    This is our full conversation with Gavin Baker. We discuss the aftermath of the SpaceX IPO, why he believes SpaceX could ...

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  • The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang

    June 09, 2026 · 📺 Bg2 Pod

    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 investors think about the SpaceX IPO? They unpack the major levers behind SpaceX’s next phase: Starship rapid reusability, Starlink broadband and direct-to-cell, Elon’s emerging AI compute business, xAI’s model ambitions, the Cursor acquisition, and the long-term promise of orbital data centers. The group also debates whether SpaceX is becoming a new kind of AI hyperscaler — “Elon Web Services” — and…

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  • Gavin Baker interviews SpaceX CFO Bret Johnsen at Mission Control

    June 08, 2026 · 📺 Heller House

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  • Watts, Wafers, and the Future of AI Infra | Gavin Baker

    May 13, 2026 · 📺 Invest Like The Best

    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…

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The summary and quote tags on this profile are produced with AI assistance from verified, first-person interview transcripts, then checked by our team to confirm the speaker's identity and the accuracy of every quote. See how we verify →