Gavin Baker, every mention

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every year anyone Harry Stebbings 11Rory O'Driscoll 3Michael Eisenberg 2Jonathan Ross 1Jerry Murdock 1

Verbatim, from the transcripts: the passages where Gavin Baker comes up

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The AI Bubble WILL Burst | Should we be fearful of Chinese Open-Source | Jerry Murdock Aug 22, 2026 · 2 mentions

Stripe's $8B OpenRouter Bet | Anthropic's First Profit & The Math Behind Reaching $600B in Revenue? Aug 20, 2026 · 1 mention

  • ▶ 28:44 Harry Stebbings This is also in a week where Gavin Baker said about Dario saying he believes that they will be the final private company.

OpenRouter CEO: Why Chinese Open Models Are Beating the US | Why Enterprises Fear OpenAI & Anthropic Aug 9, 2026 · 2 mentions

  • ▶ 7:56 Harry Stebbings I had Lynn on the show from Fireworks, and she said that, you know, I said about Gavin Baker, and a token is a token, is what he said. 2 times in the scene

Leo Aschenbrenner's Situational Awareness Blows Up | Moonshot AI Raises $3.5B at $35B Aug 5, 2026 · 1 mention

  • ▶ 1:03:10 Rory O'Driscoll Then to some extent, and I think Gavin Baker made this point, to some extent, if enterprise can't digest fast enough, then to some extent, if this, if the spend slows down because they can't get it online quick enough, it may be timed…

Should the US Ban Chinese Open-Source Models | OpenRouter's Chance To Sell | Stripe Buying PayPal Jul 23, 2026 · 2 mentions

  • ▶ 31:44 Harry Stebbings Fireworks, uh, a leading inference provider, uh, announced their latest round, which was a one and a half billion dollar round done by, um, uh, index, uh, Gavin Baker.
  • ▶ 1:26:02 Rory O'Driscoll I mean, I think Gavin Baker had a very interesting term.

Bloom Energy CEO: Why We Aren’t in an AI Capex Bubble | Energy Sovereignty & The Future of Power · 20VC with Harry Stebbings Jun 29, 2026 · 2 mentions

  • ▶ 16:36 Harry Stebbings Gavin Baker, who's obviously a very pronounced, you know, thought leader in the space and brilliant investor, did articulate, though, that kind of permitting and the regulatory challenges around it actually has almost helped because it… 2 times in the scene

Nebius Co-Founder on AI Infrastructure Bubbles | How Price Elastic is Demand for Compute · 20VC with Harry Stebbings Jun 8, 2026 · 1 mention

Cerebras CEO on the Future of Data Centres, Token Costs & Memory | Should US Companies Sell to China · 20VC with Harry Stebbings May 26, 2026 · 3 mentions

  • ▶ 4:40 Harry Stebbings If we were able, and Gavin Baker said actually kind of the delays and the permitting and the challenges that are incurred today actually help, because if you were able to have it all today, all of demand would be met with all of supply,… 3 times in the scene

Anthropic Raises $30BN at $900BN Price | SpaceX Files S1: How Does it Trade | Cerebras Smashes Day 1 · 20VC with Harry Stebbings May 21, 2026 · 1 mention

Jonathan Ross: DeepSeek Special - How Should OpenAI and the US Government Respond | E1253 · 20VC with Harry Stebbings Jan 29, 2025 · 1 mention

Michael Eisenberg: How China Could Overtake the US in the AI Race | E1167 · 20VC with Harry Stebbings Jun 19, 2024 · 1 mention

  • ▶ 4:26 Michael Eisenberg And then I think it's important to say, you know, our mutual friend Gavin Baker of Atreides has this line, which I completely agree with, agree with, that foundation models are the fastest depreciating asset in history.

20VC: Bill Gurley and Michael Eisenberg on The First Signs of an Impending Bust, What Happens with a Market Crash, How Do Public Markets Impact Private Valuations & The Biggest Lessons from 20 Years Investing in Venture Dec 6, 2021 · 1 mention

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