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Ruben

also referred to as: rubens

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Dec 9, 2025 by Gavin Baker · across every show →

Everything said about Ruben, oldest first

Dec 9, 2025 bullish
Prediction Not checkable as stated
Nvidia's Rubin transition will be remarkably seamless compared to the Blackwell rollout
“Ruben is going to be such an easy, seamless transition relative to Blackwell”
Gavin Baker Dec 9, 2025 ▶ 1:18:59 GPUs, TPUs, & The Economics of AI Explained | Gavin Baker Interview · Invest Like The Best
Jun 30, 2026
Assertion Supported
Wachen: Etched first-gen chip avoided Rubin supply chain by using 4nm
“And that's why actually for our first gen product, we built it on a different supply chain than the Rubens. So, you know, we're on four nanometer Rubens on three nanometer, you know, we're on a different HPM than Rubens and so forth.”
Rob Wachen Jun 30, 2026 ▶ 1:18:35 The Two Harvard Dropouts Who raised $800M to take on NVIDIA · Invest Like The Best
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