Atreides Management, every mention
3 scenes · ← back to Atreides Management
tap a year for its mentions
every year anyone Gavin Baker 2David George 1
Verbatim, from the transcripts: the passages where Atreides Management comes up
Why AI Demand Is Outrunning Compute Supply
- ▶ 16:37 Gavin Baker And I just, my, so at Atreides, our internal token consumption has gone up a hundred X from the month of March, March through August, 100 X.
- ▶ 1:07:04 Gavin Baker We, um, my firm tradies, we have a pretty big portfolio, private portfolio companies, uh, that are semiconductors and it's just, um, you know, Elon said a lot of people are going to learn a hard lesson in hardware.
"Is there an AI bubble?” Gavin Baker and David George
- ▶ 0:54 David George To kick this off, and to help us answer this question, please join us in welcoming Gavin Baker, managing partner and CIO of Atreides.