tech

4 statements across 3 episodes · 3 bullish · 0 bearish · 3 people on the record · first statement May 20, 2026 by Gavin Baker · across every show →

Everything said about tech, oldest first

May 20, 2026 bullish

Assertion Partly supported

Baker: Tech relative valuations hit 10-year lows during recent drawdown

“I think on a relative basis, tech essentially got as cheap as it's been versus the rest of the market has at any point over the last 10 years.”

Gavin Baker May 20, 2026 ▶ 7:35 Watts, Wafers, and the Future of AI Infra | Gavin Baker · Invest Like The Best

May 28, 2026 bullish

Insight

Loeb: Investors must be tech investors today because tech affects everything

“I think you have to be a tech person today. It's such a, it's a big and growing and compounding part of the economy. It affects everything else.”

Dan Loeb May 28, 2026 ▶ 3:01 Legendary Investor Dan Loeb on AI, Credit, & Third Point’s $25B Strategy · Invest Like The Best

Sep 8, 2026

Opinion

Mead argues geopolitical pressures are driving a renationalization of the tech sector

“So the much, I think, to the surprise of both the tech world and the political world, they're, they've been driven in on each other. And there's a kind of renationalization of tech and of the economy that we see.”

Walter Russell Mead Sep 8, 2026 ▶ 43:41 Why the World Order Is Collapsing and American Power Is Rising

Sep 8, 2026 bullish

Prediction Not checkable as stated

Mead predicts technology will make healthcare cheaper and better in 50 years

“And I also believe that we're going to be seeing a cost revolution in health care, that this tech is going to make it easy. People will have, 50 years from now, better health care and cheaper health care than anybody has today.”

Walter Russell Mead Sep 8, 2026 ▶ 1:22:17 Why the World Order Is Collapsing and American Power Is Rising

tech

Everything said about tech, oldest first

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