The Ledger, every show
Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.
shows 
every show 44 of 44
Baker: Google surpassed OpenAI and Anthropic in total AI traffic
“I think they've taken 15 or 20 points of traffic share in the last two or three months, and that does not, that's just traffic to Gemini. It does not include search overviews. I suspect on a actual traffic basis, Google is bigger than OpenAI, Anthropic, anyone…”
Baker: Zohran Mamdani will almost certainly win NYC mayoral election
“Unless Adams or Cuomo pulls out, he's almost certainly going to win.”
Baker: Musk's Infrastructure Became the Fourth-Largest AI Hyperscaler
“In 30 days, we went from not being an AI hyperscaler to being number four, and we passed a lot of companies, including Oracle.”
xAI will release the first frontier model trained on Nvidia Blackwell
“One, we will see the first models trained on Blackwell in early, I think the first Blackwell model will come from XAI. And the reason for that is just, it's a, According to Jensen, no one builds data centers faster than Elon.”
Baker predicts multiple independent frontier AI labs will be acquired in 2025
“And then I do think you will see a lot of these frontier AI labs that are independent be acquired.”
Baker predicts frontier AI labs will stop releasing leading-edge models publicly
“As far as a specific prediction for 25 because I don't know when that will happen, I think you will see the frontier labs stop releasing their leading-edge models to prevent knowledge distillation and their IP effectively being stolen.”
Baker: Safe Superintelligence Plans to Release Its Model in August
“SSI says that they're going to come out with, you know, with their model in August, you know, there's this whole generation of new labs that are focused on this.”
Baker: Anthropic was EBIT positive in the most recent quarter
“They were EBIT positive per the Wall Street Journal in the most recent quarter”
Gavin Baker: xAI has the largest Nvidia Blackwell cluster
“They have the largest Blackwell cluster.”
Baker: Tariffs are traditionally a Democratic position that Clinton and Obama ran on
“Tariffs are traditionally a democratic policy position. You know, Clinton ran on them. Obama ran on them to be a slightly lesser degree.”
Baker: Meta Privately Tells Investors It Will Not Monetize GPUs Externally
“Right now Facebook is, you know, Meta is telling investors there's like no chance that we're gonna, you know, monetize GPUs externally.”
Baker: Claude Opus generates 70% fewer tokens per question
“There's an analysis Claude is even on Opus is generating 70% less tokens for the exact same question.”
Baker: Google JAX and Meta PyTorch teams fought publicly on X until leaders called truce
“The JAX team at Google got into a giant fight with the PyTorch team on Meta on X, and the heads of each company's respective AI division had to make a public truce and instruct their troops to stop fighting.”
Kimi Model License Demands 30% Revenue Share on Downstream Usage
“And even then the Kimi license, something that I don't think a lot of people appreciate is the Kimi license stipulates a 30% share of any revenue. So, like, Kimi has taken a 30% cut of all the revenue generated on its, and this is because it's open weights, no…”
Baker: $50B in Starlink Revenue Is 0.3% of Global Telecom TAM
“Fifty billion, that's, you know, 0.3% penetration of the global telecom market.”
Baker: SpaceX valuation compounded in the low 30% range annually for a decade
“SpaceX compounded it, you know, low 30% per year for whatever that was, a decade.”