Gavin Baker

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jun 11, 2026 by Gavin Baker · said 9 times in 5 episodes since 2024 · 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 Brad Gerstner (6), Dylan Patel (2), Bill Gurley (1)

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2025 5 mentions in 3 episodes 2 per episode

NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod Mar 21, 2025 · 2 mentions · from 41:07
Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Jan 23, 2025 · 2 mentions · from 9:00
Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Jan 11, 2025 · 1 mention · from 37:51
every mention in 2025, scene by scene →

2024 4 mentions in 2 episodes 2 per episode

AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Dec 23, 2024 · 2 mentions · from 32:02
Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Oct 13, 2024 · 2 mentions · from 9:43
every mention in 2024, scene by scene →

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Everything said about Gavin Baker, oldest first

Jun 11, 2026 bullish

Assertion Contradicted

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.”

Gavin Baker Jun 11, 2026 ▶ 18:37 The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod

Gavin Baker

Mentions by year

Everything said about Gavin Baker, oldest first

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