proxy statements

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement May 20, 2026 by Gavin Baker · across every show →

Everything said about proxy statements, oldest first

May 20, 2026 positive
Insight
Baker: Tracking proxy compensation changes is ideal work for AI
“Going through the proxy, pulling the PSU thing, looking at how it's changed versus all the proxies because there's signal in that. And that's very labor intensive and that's so good for an AI.”
Gavin Baker May 20, 2026 ▶ 1:02:07 Watts, Wafers, and the Future of AI Infra | Gavin Baker · Invest Like The Best
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