Gavin Baker
9 statements across 2 episodes · 5 bullish · 3 bearish · 1 people on the record · first statement Oct 30, 2025 by Gavin Baker · said 3 times in 3 episodes since 2025 · across every show →
On the record as a speaker too: Gavin Baker's record, appearances and statements → this page counts the times other people say the name.
Mentions by year
brought up most by Jen Kha (1), Erik Torenberg (1), David George (1)
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2026 2 mentions in 2 episodes 1 per episode
2025 1 mention in 1 episode
Everything said about Gavin Baker, oldest first
Oct 30, 2025 bullish
Oct 30, 2025 bullish
Baker: Debate between humanoid and non-humanoid robots is over
“Is it going to be humanoids or not humanoids? I think that debate is over because humanoids can kind of learn, you know, from watching YouTube videos, and then it's easier for a human being you know, to put on a suit and show the robot how to do it.”
Oct 30, 2025 bearish
Oct 30, 2025 negative
Baker: Software companies cannot succeed in AI without margin pressure
“It is definitionally impossible, given what we just discussed, to succeed in AI without gross margin pressure, and I do not know why they have concerns, because we have an existence proof that a software company can deal well with declining margins in Microsof…”
Oct 30, 2025 neutral
Baker: Google avoided outcome models because advertisers systematically overpay for ads
“Because people overvalue systematically their ability once they've acquired a customer through Google to keep it as an organic customer. So they systematically overpay. And they continue doing that. That's why Google never went to outcomes or marketplace, beca…”
Oct 30, 2025 positive
Oct 30, 2025 bearish
Baker: Frontier AI lab gross margins will stay structurally below SaaS
“And the nature of AI because of scaling laws, Richard Sutton's the better listen they're just more compute intensive. So their gross margins are structurally going to be lower. But that doesn't mean they can't be great businesses. I just, I think it's going to…”
Oct 30, 2025 bullish
Aug 31, 2026 bullish
Tech Founders Reported No Deteriorating Business Metrics in July and August
“My standard question is, can you tell me one quantitative data point in your business that's getting worse? Just one. That's my standard question, and it's at least in July and August, I haven't been able to find a single person.”