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Modal

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Aug 4, 2026 by Gavin Baker · said 1 times in 1 episodes since 2026 · across every show →

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Aug 4, 2026 bullish
Assertion Not checkable as stated
Baker: Inference Cloud Startups Match Early Frontier Growth Burning Little Cash
“What's shocking about those business models is they're growing almost as fast as the frontier labs in the early days. But burning very little cash.”
Gavin Baker Aug 4, 2026 ▶ 1:00:30 Why the Markets Are Pricing AI Wrong | Gavin Baker · Invest Like The Best
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