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Rubin

4 statements across 3 episodes · 2 bullish · 1 bearish · 2 people on the record · first statement Dec 9, 2025 by Gavin Baker · said 3 times in 2 episodes since 2025 · across every show →

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brought up most by Gavin Baker (3)

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2026 2 mentions in 1 episode
2025 1 mention in 1 episode

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Everything said about Rubin, oldest first

Dec 9, 2025 bullish
Prediction Not checkable as stated
Nvidia's Rubin architecture will significantly widen its lead over custom ASICs
“And then when Rubin comes out, we'll know the gap. The gap is going to expand significant versus TPUs versus TPUs and all other ASICs.”
Gavin Baker Dec 9, 2025 ▶ 15:53 GPUs, TPUs, & The Economics of AI Explained | Gavin Baker Interview · Invest Like The Best
Dec 9, 2025 neutral
Prediction Not checkable as stated
Financial economics will dictate AI capital spending over hyperscaler prisoner's dilemmas
“But with Blackwell, and for sure with Rubin, economics are going to dominate the prisoner's dilemma from a decision making and spending perspective, just because the numbers are so big.”
Gavin Baker Dec 9, 2025 ▶ 25:32 GPUs, TPUs, & The Economics of AI Explained | Gavin Baker Interview · Invest Like The Best
Aug 4, 2026 positive
Assertion Not checkable as stated
Baker: Wall Street models hyperscaler Blackwell compute monetizing at Ampere rates
“If you look at the amount of gigawatts that are supposed to come on, and consensus estimates for hyperscalers, they're effectively modeled, and these are gigawatts of Blackwell and Rubin. Rubin being NVIDIA's next chip, Blackwell being the current chip. They a…”
Gavin Baker Aug 4, 2026 ▶ 13:35 Why the Markets Are Pricing AI Wrong | Gavin Baker · Invest Like The Best
Aug 25, 2026 bearish
Assertion Not checkable as stated
Nvidia's BF16 Efficiency Barely Improves Across Hopper, Blackwell, and Rubin
“If you look at, you know, Hopper to Blackwell to Rubin, and you compare like for like, what is the performance per watt of a beefload-sixteen multiply? It hasn't improved all that much.”
Neil Movva Aug 25, 2026 ▶ 1:16:40 Ex-NVIDIA Engineer: Why AI Is About to Get 1000x Cheaper
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