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Gavin Baker

6 statements across 3 episodes · 1 bullish · 2 bearish · 2 people on the record · first statement Dec 9, 2025 by Gavin Baker · said 6 times in 2 episodes since 2026 · 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 Dan Loeb (4), Patrick O'Shaughnessy (2)

tap a year for its mentions
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0122026episodes it came up in
001.51322026episodesmentions per episode
2026 6 mentions in 2 episodes 3 per episode

every mention, scene by scene, with the transcript →

Everything said about Gavin Baker, oldest first

Dec 9, 2025 bullish
Assertion Supported
Tech-forward enterprises already handle over half of customer support via AI
“You know, it's, you know, it's some big companies that are very tech forward, you know, 50% plus of customer support is already done by AI, and that's a four hundred billion dollar industry.”
Gavin Baker Dec 9, 2025 ▶ 23:07 GPUs, TPUs, & The Economics of AI Explained | Gavin Baker Interview · Invest Like The Best
Dec 9, 2025
Assertion Not checkable as stated
The average semiconductor venture startup founder is around 50 years old
“The one thing I just, that I just think is so cool about it and so underappreciated is your average semiconductor venture founder is like 50 years old.”
Gavin Baker Dec 9, 2025 ▶ 1:06:20 GPUs, TPUs, & The Economics of AI Explained | Gavin Baker Interview · Invest Like The Best
Dec 9, 2025 bearish
Prediction Not checkable as stated
A 1990s-style DRAM memory shortage cycle could slow down AI expansion
“By the way, something that could slow all this down and be a natural governor is if we get our first true DRAM cycle since the late nineties.”
Gavin Baker Dec 9, 2025 ▶ 1:09:25 GPUs, TPUs, & The Economics of AI Explained | Gavin Baker Interview · Invest Like The Best
May 20, 2026 negative
Insight
Gavin Baker: Families and companies must establish offline safe words against AI deepfakes
“Everybody needs to have a say for it. Everybody needs to go Leave your digital devices behind. Literally go to the ocean and have a family say for it or a company say for it. And it can't be one that can be like socially engineered.”
Gavin Baker May 20, 2026 ▶ 58:34 Watts, Wafers, and the Future of AI Infra | Gavin Baker · Invest Like The Best
May 20, 2026
Insight
Baker: Drawdowns Are Either Flawed Theses or Opportunities for Pent-Up Alpha
“There are drawdowns where you're wrong, a company missed estimates, your hypothesis was invalidated, and you have to take your medicine and you crystallize that loss. And then there are drawdowns or periods of underperformance where you're underperforming beca…”
Gavin Baker May 20, 2026 ▶ 1:29 Watts, Wafers, and the Future of AI Infra | Gavin Baker · Invest Like The Best
May 28, 2026
Insight
Loeb: Great Analysts Today Must Master Industry Nuances and Technology
“I think now it's somebody who's like a Gavin Baker type, a junior Gavin Baker, somebody who understands a company or understands an industry and understands the nuances of a technology.”
Dan Loeb May 28, 2026 ▶ 1:06:30 Legendary Investor Dan Loeb on AI, Credit, & Third Point’s $25B Strategy · Invest Like The Best
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