AI progress

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Dec 9, 2025 by Gavin Baker · across every show →

Everything said about AI progress, oldest first

Dec 9, 2025 positive

What-if

AI progress would have completely stalled in 2024 without reasoning models

“Had reasoning not come along, there would have been no AI progress from mid 24 Through, essentially, Gemini three. There would have been none. Everything would have stalled.”

Gavin Baker Dec 9, 2025 ▶ 8:31 GPUs, TPUs, & The Economics of AI Explained | Gavin Baker Interview · Invest Like The Best

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AI progress

Everything said about AI progress, oldest first

Turn any episode into a week of clips.