Gavin Baker on launch costs
From Gavin Baker interviews SpaceX CFO Bret Johnsen at Mission Control · · Heller House
“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 far cheaper uh price than anyone had ever even thought of before. you know, we're we're now, you know, lowest cost per kilogram to space ever in the industry and we're looking for Starship to do another 10x improvement as we get uh to rapid reusability with Starship.”
On , Gavin Baker, Managing Partner and Chief Investment Officer at Atreides Management, LP, spoke about launch costs during Gavin Baker interviews SpaceX CFO Bret Johnsen at Mission Control on Heller House.
About Gavin Baker
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.