Stargate

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

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Everything said about Stargate, oldest first

Dec 9, 2025 bearish
Opinion
OpenAI is a high-cost token producer because it pays third-party compute margins
“OpenAI is Issue that they're trying to solve with Stargate is because they pay a margin to people for compute. And maybe the people who run their computer, not the best at running GPUs. They're a high cost producer of tokens.”
Gavin Baker Dec 9, 2025 ▶ 49:49 GPUs, TPUs, & The Economics of AI Explained | Gavin Baker Interview · Invest Like The Best
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